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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M 3,904,163 -445,831 -10%
Goldman Sachs
2
Goldman Sachs
New York
$74.4M 2,261,774 +49,529 +2%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$60.7M 1,846,297 +90,515 +5%
Northern Trust
4
Northern Trust
Illinois
$56.8M 1,728,763 +44,959 +3%
Creative Planning
5
Creative Planning
Kansas
$35.6M 1,083,046 +80,161 +8%
TF
6
TIAA FSB
Florida
$35.3M 1,074,025 +129,651 +14%
FT
7
Fiduciary Trust
Massachusetts
$27.5M 835,265 +8,078 +1%
Vontobel Holding
8
Vontobel Holding
Switzerland
$24.3M 740,000 +25,000 +3%
M&T Bank
9
M&T Bank
New York
$21.2M 643,952 -38,570 -6%
CFG
10
Citizens Financial Group
Rhode Island
$16.3M 497,258 -10,885 -2%
Bank of America
11
Bank of America
North Carolina
$15.8M 480,363 -5,392 -1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$14.6M 442,605 -129,045 -23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.9M 393,367 +22,283 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.8M 390,678 -48,439 -11%
AA
15
Acorns Advisers
California
$11.5M 351,108 +32,141 +10%
AI
16
Accredited Investors
Minnesota
$11.1M 338,654 +14,482 +4%
UBS Group
17
UBS Group
Switzerland
$10.9M 332,102 +18,952 +6%
Ameriprise
18
Ameriprise
Minnesota
$10.8M 327,901 +48,072 +17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$10.2M 311,331 +13,428 +5%
Betterment LLC
20
Betterment LLC
New York
$10.2M 310,133 +302,236 +3,827%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.83M 299,064 +59,800 +25%
SHGA
22
Sand Hill Global Advisors
California
$9.3M 282,892 +77,277 +38%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.71M 265,307 +104,466 +65%
SEI Investments
24
SEI Investments
Pennsylvania
$8.54M 259,807 -21,398 -8%
Wells Fargo
25
Wells Fargo
California
$8.29M 252,252 +52,419 +26%
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