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iShares ESG Screened S&P Small-Cap ETF
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Overview Fund Activity

24 hedge funds and large institutions have $10.4M invested in iShares ESG Screened S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$2.05M
2
Jane Street
2
Jane Street
New York
$2.52M
3
UBS Group
3
UBS Group
Switzerland
$258K
4
APP
4
Avantax Planning Partners
Iowa
$562K
5
BMD
5
Better Money Decisions
New Mexico
$202K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$18K
2
PC
2
Pecaut & Co
Iowa
$45K
3
APA
3
American Portfolios Advisors
New York
$12.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.52M +$1.43M +46,778 +132%
MWM
2
Merriman Wealth Management
Washington
$2.05M +$2.05M +66,762 New
Franklin Resources
3
Franklin Resources
California
$1.28M – – –
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$941K +$42.3K +1,379 +5%
APP
5
Avantax Planning Partners
Iowa
$562K +$123K +4,025 +28%
CA
6
Cetera Advisors
Colorado
$533K +$8.89K +290 +2%
BFO
7
Biltmore Family Office
North Carolina
$519K – – –
APW
8
Atlantic Private Wealth
North Carolina
$452K – – –
Goldman Sachs
9
Goldman Sachs
New York
$349K – – –
JFA
10
JNBA Financial Advisors
Minnesota
$295K +$49.2K +1,605 +20%
UBS Group
11
UBS Group
Switzerland
$258K +$258K +8,400 New
CGL
12
Clarius Group LLC
Washington
$224K +$16.2K +527 +8%
BMD
13
Better Money Decisions
New Mexico
$202K +$60.5K +1,971 +43%
AIA
14
Armor Investment Advisors
North Carolina
$57K – – –
AF
15
Advisornet Financial
Minnesota
$50K +$4.01K +130 +9%
PC
16
Pecaut & Co
Iowa
$45K -$18.5K -607 -29%
Osaic Holdings
17
Osaic Holdings
Arizona
$18K -$71.4K -2,334 -80%
IA
18
IFP Advisors
Florida
$17K +$15.4K +594 +958%
APA
19
American Portfolios Advisors
New York
$12.8K -$10.2K -332 -44%
GIA
20
GHP Investment Advisors
Colorado
$12K – – –
TIM
21
Tortoise Investment Management
New York
$9K +$9K +300 New
EIP
22
Ellis Investment Partners
Pennsylvania
$1K – – –
FWM
23
Focused Wealth Management
New York
$1K +$1K +28 New
ST
24
Smithfield Trust
Pennsylvania
$1K +$1K +31 New