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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 %
GWM
276
Grand Wealth Management
Michigan
$230K 5,976 -6,938 -54%
SRWM
277
Shira Ridge Wealth Management
California
$224K 5,809 -357 -6%
BAAM
278
Baker Avenue Asset Management
California
$223K 5,805 -39 -0.7%
VAF
279
Values Added Financial
District of Columbia
$218K 5,672 +223 +4%
PWM
280
Perigon Wealth Management
California
$218K 5,661 +11 +0.2%
BWFA
281
Baltimore-Washington Financial Advisors
Maryland
$216K 5,614 – –
DC
282
Davenport & Co
Virginia
$216K 5,614 +71 +1%
CWA
283
Cornerstone Wealth Advisors
Minnesota
$214K 5,550 +5,550 New
KC
284
Kades & Cheifetz
Pennsylvania
$206K 5,349 +13 +0.2%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$204K 5,290 +5,290 New
Members Trust
286
Members Trust
Florida
$203K 5,283 – –
PMG
287
ProVise Management Group
Florida
$200K 5,201 +14 +0.3%
AssetMark Inc
288
AssetMark Inc
California
$197K 5,117 -151 -3%
IFAM
289
Institutional & Family Asset Management
Colorado
$189K 4,899 -51 -1%
ACA
290
American Capital Advisory
Idaho
$174K 4,588 +1,426 +45%
NP
291
NorthRock Partners
Minnesota
$169K 4,381 -2,716 -38%
TIM
292
Tortoise Investment Management
New York
$168K 4,352 +38 +0.9%
CA
293
Continuum Advisory
Idaho
$163K 4,233 -1 -0%
CWA
294
Carolina Wealth Advisors
South Carolina
$147K 3,826 -218 -5%
CA
295
Clearstead Advisors
Ohio
$147K 3,813 – –
BFA
296
Brown Financial Advisors
Ohio
$141K 3,674 +3,674 New
FPF
297
First Pacific Financial
Washington
$139K 3,622 +9 +0.2%
CA
298
CoreCap Advisors
Michigan
$133K 3,449 – –
UB
299
UMB Bank
Missouri
$127K 3,306 – –
KFP
300
Keener Financial Planning
Texas
$126K 3,284 – –
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