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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$133M 4,349,994 +59,340 +1%
Goldman Sachs
2
Goldman Sachs
New York
$67.8M 2,212,245 -4,677 -0.2%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$53.9M 1,755,782 +147,322 +9%
Northern Trust
4
Northern Trust
Illinois
$51.6M 1,683,804 +39,554 +2%
Creative Planning
5
Creative Planning
Kansas
$30.8M 1,002,885 -56,769 -5%
TF
6
TIAA FSB
Florida
$29M 944,374 +104,355 +12%
FT
7
Fiduciary Trust
Massachusetts
$25.4M 827,187 +16,308 +2%
Vontobel Holding
8
Vontobel Holding
Switzerland
$21.9M 715,000 – –
M&T Bank
9
M&T Bank
New York
$20.9M 682,522 +35,101 +5%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$17.5M 571,650 -28,623 -5%
CFG
11
Citizens Financial Group
Rhode Island
$15.6M 508,143 -164,639 -24%
Bank of America
12
Bank of America
North Carolina
$14.9M 485,755 +69,291 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.5M 439,117 +12,369 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.4M 371,084 +11,701 +3%
AI
15
Accredited Investors
Minnesota
$9.94M 324,172 +27,665 +9%
AA
16
Acorns Advisers
California
$9.78M 318,967 +29,198 +10%
UBS Group
17
UBS Group
Switzerland
$9.6M 313,150 +38,095 +14%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.14M 297,903 +107,749 +57%
SEI Investments
19
SEI Investments
Pennsylvania
$8.63M 281,205 +25,145 +10%
Ameriprise
20
Ameriprise
Minnesota
$8.55M 279,829 +36,642 +15%
PAS
21
Park Avenue Securities
New York
$8.19M 267,054 +13,979 +6%
5L
22
55I LLC
Massachusetts
$7.41M 241,575 +24,070 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.34M 239,264 +8,092 +4%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$6.86M 223,733 -2,535 -1%
LPL Financial
25
LPL Financial
California
$6.53M 212,857 -43,428 -17%
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