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

368 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 115 reducing their positions, and 18 closing their positions.

Holders
368
Holders Change
+8
Holders Change %
+2.22%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
159
Reduced
115
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.3M
3
HPC
3
HM Payson & Co
Maine
$7.18M
4
M&T Bank
4
M&T Bank
New York
$30.2M
5
KF
5
Krilogy Financial
Missouri
$4.29M

Top Sellers

1
FFN
1
Focus Financial Network
Minnesota
$369K
2
MIS
2
Morningstar Investment Services
Illinois
$4.06M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$288K
5
FGAM
5
Financial Gravity Asset Management
Texas
$48.6K
Name Market Value Shares Shares
Change 		Shares
Change %
EH
251
Equitable Holdings
New York
$294K 7,301 +1,182 +19%
OGF
252
Orin Green Financial
California
– – -6,274 Closed
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$288K 7,144 -80,732 -92%
SI
254
Seeds Investor
New York
$286K 7,111 +1,841 +35%
NP
255
NorthRock Partners
Minnesota
$286K 7,097 -5,093 -42%
EGWAG
256
Elwood & Goetz Wealth Advisory Group
Georgia
$284K 7,058 +4 +0.1%
WFA
257
Wells Financial Advisors
Massachusetts
$280K 6,955 -40 -0.6%
FWP
258
Falcon Wealth Planning
California
$276K 6,850 +551 +9%
Thrivent Financial for Lutherans
259
Thrivent Financial for Lutherans
Minnesota
$275K 6,839 +6,839 New
BFA
260
BBJS Financial Advisors
Washington
$275K 6,819 +144 +2%
FNB
261
Farmers National Bank
Kentucky
$274K 6,813 +6,813 New
TFO
262
Tarbox Family Office
California
$274K 6,810 -260 -4%
SCM
263
Stordahl Capital Management
Colorado
$271K 6,734 +38 +0.6%
CFA
264
CWS Financial Advisors
Michigan
$271K 6,732 +12 +0.2%
TC
265
Trust Company
Kansas
$265K 6,572 +600 +10%
RBA
266
Richard Bernstein Advisors
New York
$260K 6,466 -16,081 -71%
RFA
267
RTD Financial Advisors
Pennsylvania
$259K 6,436 – –
PP
268
PDS Planning
Ohio
$258K 6,408 +17 +0.3%
FHA
269
First Horizon Advisors
Tennessee
$255K 6,340 +17 +0.3%
MWP
270
Moller Wealth Partners
$252K 6,260 +91 +1%
MBFW
271
Morton Brown Family Wealth
Pennsylvania
$252K 6,248 +115 +2%
FFS
272
Founders Financial Securities
Maryland
$251K 6,239 +45 +0.7%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$251K 6,222 – –
TWA
274
TCI Wealth Advisors
Arizona
$249K 6,189 +581 +10%
WFA
275
Wade Financial Advisory
California
$249K 6,178 -4,983 -45%
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11
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