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

378 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
151
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$42.4M
2
Ameriprise
2
Ameriprise
Minnesota
$21.4M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$98.5M
4
Betterment LLC
4
Betterment LLC
New York
$62.4M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$5.56M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
CFG
3
Citizens Financial Group
Rhode Island
$10.6M
4
SWM
4
SigFig Wealth Management
California
$9.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
251
Focused Wealth Management
New York
$273K 403 +403 New
FFA
252
Farther Finance Advisors
California
$271K 6,482 -47 -0.7%
RFA
253
RTD Financial Advisors
Pennsylvania
$269K 6,436 – –
FPF
254
First Pacific Financial
Washington
$267K 6,392 +2,770 +76%
P
255
&Partners
Tennessee
$267K 6,386 +211 +3%
FHA
256
First Horizon Advisors
Tennessee
$267K 6,376 +21 +0.3%
TC
257
Trust Company
Kansas
$265K 6,339 +36 +0.6%
PWMAG
258
Pinnacle Wealth Management Advisory Group
New Jersey
$264K 6,322 – –
AWM
259
Apollon Wealth Management
South Carolina
$262K 6,267 +3 +0%
NP
260
NorthRock Partners
Minnesota
$261K 6,244 +1,863 +43%
MBFW
261
Morton Brown Family Wealth
Pennsylvania
$261K 6,233 – –
TWA
262
TCI Wealth Advisors
Arizona
$259K 6,189 – –
WFA
263
Wade Financial Advisory
California
$259K 6,185 +4 +0.1%
FFS
264
Founders Financial Securities
Maryland
$258K 6,175 -108 -2%
HI
265
Horizon Investments
North Carolina
$258K 6,175 -108 -2%
OGF
266
Orin Green Financial
California
$258K 6,170 -527 -8%
AWA
267
Aaron Wealth Advisors
Illinois
$256K 6,128 +6 +0.1%
FCIM
268
Fairview Capital Investment Management
California
$255K 6,100 +25 +0.4%
AF
269
Amara Financial
California
$250K 5,985 +5,985 New
VAF
270
Values Added Financial
District of Columbia
$250K 5,969 +297 +5%
GWM
271
Grand Wealth Management
Michigan
$249K 5,966 -10 -0.2%
BBA
272
BLB&B Advisors
Pennsylvania
$248K 5,942 -2,786 -32%
HFA
273
Highland Financial Advisors
New Jersey
$248K 5,939 +5,939 New
BAAM
274
Baker Avenue Asset Management
California
$245K 5,869 +64 +1%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$245K 5,852 +5,852 New
9 10
11
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