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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$117M 3,297,913 +25,195 +0.8%
Goldman Sachs
2
Goldman Sachs
New York
$77.8M 2,190,445 -14,895 -0.7%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$69.3M 1,950,435 +54,871 +3%
Northern Trust
4
Northern Trust
Illinois
$64.8M 1,823,058 -29,769 -2%
TF
5
TIAA FSB
Florida
$48.6M 1,367,116 +270,888 +25%
Creative Planning
6
Creative Planning
Kansas
$41.6M 1,172,326 +75,177 +7%
FT
7
Fiduciary Trust
Massachusetts
$31.4M 885,124 +12,720 +1%
Vontobel Holding
8
Vontobel Holding
Switzerland
$28.4M 800,000 +60,000 +8%
M&T Bank
9
M&T Bank
New York
$19.9M 559,355 -70,593 -11%
PFO
10
Pathstone Family Office
New Jersey
$17.3M 487,811 +3,044 +0.6%
CFG
11
Citizens Financial Group
Rhode Island
$17.3M 486,331 -28,155 -5%
Betterment LLC
12
Betterment LLC
New York
$15.3M 429,472 +69,605 +19%
AA
13
Acorns Advisers
California
$14.9M 420,475 +35,850 +9%
UBS Group
14
UBS Group
Switzerland
$14.5M 408,157 +34,109 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.5M 380,549 +4,697 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$12.9M 363,889 +18,005 +5%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12.8M 359,801 -15,834 -4%
AI
18
Accredited Investors
Minnesota
$12.2M 344,682 -66 -0%
Bank of America
19
Bank of America
North Carolina
$12M 338,173 -121,618 -26%
Ameriprise
20
Ameriprise
Minnesota
$12M 337,123 -14,377 -4%
SEI Investments
21
SEI Investments
Pennsylvania
$11.8M 333,438 +26,860 +9%
HighTower Advisors
22
HighTower Advisors
Illinois
$10.8M 304,493 +8,736 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$10.7M 300,437 -37,770 -11%
Wells Fargo
24
Wells Fargo
California
$10.2M 287,600 +9,864 +4%
SHGA
25
Sand Hill Global Advisors
California
$10.2M 286,831 +2,849 +1%
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