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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 %
SRWM
276
Shira Ridge Wealth Management
California
$248K 6,166 +418 +7%
FCIM
277
Fairview Capital Investment Management
California
$245K 6,075 – –
FG
278
Foster Group
Iowa
$243K 6,043 +6,043 New
PFM
279
Peak Financial Management
Massachusetts
$243K 6,024 +175 +3%
FFA
280
Farther Finance Advisors
California
$242K 6,087 +35 +0.6%
P
281
&Partners
Tennessee
$242K 6,019 +6,019 New
BAAM
282
Baker Avenue Asset Management
California
$235K 5,844 -7,236 -55%
GS
283
GTS Securities
New York
$229K 5,690 +5,690 New
PWM
284
Perigon Wealth Management
California
$228K 5,650 -258 -4%
BWFA
285
Baltimore-Washington Financial Advisors
Maryland
$226K 5,614 +5,614 New
BHIA
286
Birch Hill Investment Advisors
Massachusetts
$225K 5,595 +5,595 New
DC
287
Davenport & Co
Virginia
$223K 5,543 -33 -0.6%
AWA
288
Aaron Wealth Advisors
Illinois
$220K 5,466 +182 +3%
VAF
289
Values Added Financial
District of Columbia
$219K 5,449 – –
MFC
290
Morris Financial Concepts
South Carolina
$217K 5,390 +1,643 +44%
KC
291
Kades & Cheifetz
Pennsylvania
$215K 5,336 +14 +0.3%
Members Trust
292
Members Trust
Florida
$213K 5,283 -94 -2%
AssetMark Inc
293
AssetMark Inc
California
$212K 5,268 -1,966 -27%
KWM
294
Kingsview Wealth Management
Oregon
$212K 5,263 +5,263 New
NA
295
Nottingham Advisors
New York
$212K 5,262 +5,262 New
LNC
296
Lincoln National Corp
Pennsylvania
$209K 5,193 -94 -2%
PMG
297
ProVise Management Group
Florida
$209K 5,187 +5,187 New
VCM
298
Viewpoint Capital Management
Washington
$201K 5,000 +5,000 New
IFAM
299
Institutional & Family Asset Management
Colorado
$199K 4,950 -709 -13%
HWM
300
Horizons Wealth Management
North Carolina
$195K 5,127 – –
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12
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