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

366 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 161 increasing their positions, 128 reducing their positions, and 24 closing their positions.

Holders
366
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
161
Reduced
128
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$53M
2
BlackRock
2
BlackRock
New York
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.7M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$82.2M
5
Northern Trust
5
Northern Trust
Illinois
$77.3M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$344K
2
Goldman Sachs
2
Goldman Sachs
New York
$69.7M
3
CFG
3
Citizens Financial Group
Rhode Island
$14.7M
4
Franklin Resources
4
Franklin Resources
California
$2.04M
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
226
McKinley Carter Wealth Services
West Virginia
$331K 8,591 -240 -3%
CFG
227
Carr Financial Group
Massachusetts
$330K 8,571 +19 +0.2%
AF
228
Advisornet Financial
Minnesota
$320K 8,309 +772 +10%
WCF
229
West Coast Financial
California
$319K 8,281 – –
CAL
230
Capital Analysts LLC
Pennsylvania
$312K 8,091 +687 +9%
SFO
231
Stokes Family Office
Louisiana
$302K 7,850 – –
EH
232
Equitable Holdings
New York
$300K 7,801 +500 +7%
SPIA
233
Steward Partners Investment Advisory
New York
$299K 7,770 -661 -8%
UCFA
234
United Capital Financial Advisors
Texas
$295K 7,661 +156 +2%
PA
235
Pinnacle Associates
New York
$295K 7,650 +117 +2%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$293K 7,610 +7,610 New
CFGS
237
Concourse Financial Group Securities
Alabama
$292K 7,596 -274 -3%
PP
238
PrairieView Partners
Minnesota
$291K 7,559 -47 -0.6%
HBT
239
Hills Bank & Trust
Iowa
$289K 7,519 – –
CWP
240
Concord Wealth Partners
Virginia
$289K 7,500 -3,388 -31%
SW
241
SVB Wealth
Massachusetts
$288K 7,477 – –
UAS
242
United Asset Strategies
New York
$284K 7,389 -47 -0.6%
JFGLC
243
Johnson Financial Group LLC (Colorado)
Colorado
$283K 7,359 – –
SP
244
SWS Partners
Ohio
$279K 7,254 -296 -4%
FNB
245
Farmers National Bank
Kentucky
$274K 7,112 +299 +4%
EGWAG
246
Elwood & Goetz Wealth Advisory Group
Georgia
$272K 7,058 – –
FA
247
Flagstar Advisors
New York
$268K 6,953 -442 -6%
BFA
248
BBJS Financial Advisors
Washington
$263K 6,835 +16 +0.2%
CFA
249
CWS Financial Advisors
Michigan
$260K 6,765 +33 +0.5%
KWM
250
Kingsview Wealth Management
Oregon
$260K 6,764 +1,501 +29%
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10
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