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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 %
FWP
251
Falcon Wealth Planning
California
$259K 6,738 -112 -2%
OGF
252
Orin Green Financial
California
$258K 6,697 +6,697 New
WFA
253
Wells Financial Advisors
Massachusetts
$257K 6,675 -280 -4%
MWP
254
Moller Wealth Partners
$257K 6,670 +410 +7%
TFO
255
Tarbox Family Office
California
$257K 6,663 -147 -2%
BHIA
256
Birch Hill Investment Advisors
Massachusetts
$253K 6,580 +985 +18%
MBFW
257
Morton Brown Family Wealth
Pennsylvania
$252K 6,233 -15 -0.2%
FFA
258
Farther Finance Advisors
California
$249K 6,529 +442 +7%
S
259
Sunpointe
Missouri
$249K 6,465 +6,465 New
PP
260
PDS Planning
Ohio
$248K 6,444 +36 +0.6%
RFA
261
RTD Financial Advisors
Pennsylvania
$248K 6,436 – –
FHA
262
First Horizon Advisors
Tennessee
$245K 6,355 +15 +0.2%
PWMAG
263
Pinnacle Wealth Management Advisory Group
New Jersey
$243K 6,322 +100 +2%
TC
264
Trust Company
Kansas
$243K 6,303 -269 -4%
GWA
265
GGM Wealth Advisors
Maryland
$242K 6,287 +6,287 New
FFS
266
Founders Financial Securities
Maryland
$242K 6,283 +44 +0.7%
HI
267
Horizon Investments
North Carolina
$242K 6,283 +6,283 New
AWM
268
Apollon Wealth Management
South Carolina
$241K 6,264 -2,346 -27%
FG
269
Foster Group
Iowa
$241K 6,258 +215 +4%
TWA
270
TCI Wealth Advisors
Arizona
$238K 6,189 – –
WFA
271
Wade Financial Advisory
California
$238K 6,181 +3 +0%
P
272
&Partners
Tennessee
$238K 6,175 +156 +3%
AWA
273
Aaron Wealth Advisors
Illinois
$236K 6,122 +656 +12%
FCIM
274
Fairview Capital Investment Management
California
$234K 6,075 – –
PFM
275
Peak Financial Management
Massachusetts
$232K 6,024 – –
9 10
11
12 13