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

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$70.8M 2,104,153 -86,292 -4%
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$67.5M 2,006,299 +55,864 +3%
Northern Trust
3
Northern Trust
Illinois
$63.1M 1,875,465 +52,407 +3%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$49.8M 1,480,768 +1,480,768 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.3M 1,347,550 -1,950,363 -59%
Creative Planning
6
Creative Planning
Kansas
$40.5M 1,203,607 +31,281 +3%
FT
7
Fiduciary Trust
Massachusetts
$31M 921,050 +35,926 +4%
Vontobel Holding
8
Vontobel Holding
Switzerland
$26.9M 800,000 – –
M&T Bank
9
M&T Bank
New York
$18.9M 562,795 +3,440 +0.6%
PFO
10
Pathstone Family Office
New Jersey
$16.7M 496,345 +8,534 +2%
CFG
11
Citizens Financial Group
Rhode Island
$16.5M 487,306 +975 +0.2%
Betterment LLC
12
Betterment LLC
New York
$14.9M 443,495 +14,023 +3%
AA
13
Acorns Advisers
California
$14.7M 435,723 +15,248 +4%
UBS Group
14
UBS Group
Switzerland
$13.9M 414,300 +6,143 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$13.6M 403,481 +39,592 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13M 385,901 +5,352 +1%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$11.6M 344,500 +344,500 New
AI
18
Accredited Investors
Minnesota
$11.5M 341,266 -3,416 -1%
Bank of America
19
Bank of America
North Carolina
$11.4M 340,169 +1,996 +0.6%
SEI Investments
20
SEI Investments
Pennsylvania
$11.3M 335,081 +1,643 +0.5%
HighTower Advisors
21
HighTower Advisors
Illinois
$10.8M 321,213 +16,720 +5%
Ameriprise
22
Ameriprise
Minnesota
$10.4M 309,489 -27,634 -8%
SHGA
23
Sand Hill Global Advisors
California
$9.61M 285,695 -1,136 -0.4%
Wells Fargo
24
Wells Fargo
California
$9.45M 280,846 -6,754 -2%
LPL Financial
25
LPL Financial
California
$8.89M 264,213 +53,061 +25%
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