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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 %
YAL
326
Your Advocates Ltd
Texas
$34.2K 889 +1 +0.1%
KB
327
Kimelman & Baird
New York
$28.8K 747 +747 New
CAM
328
Clarity Asset Management
Iowa
$27.7K 721 +2 +0.3%
Qube Research & Technologies (QRT)
329
Qube Research & Technologies (QRT)
United Kingdom
$27.6K 717 +717 New
AWM
330
Avior Wealth Management
Nebraska
$27.3K 708 +708 New
AAG
331
Armstrong Advisory Group
Massachusetts
$23.9K 621 +79 +15%
HGA
332
Hobbs Group Advisors
South Carolina
$23.4K 609 +609 New
LFA
333
LGT Financial Advisors
Texas
$20.2K 525 +2 +0.4%
CFO
334
CVA Family Office
Colorado
$19.1K 496 – –
OP
335
ORG Partners
Indiana
$18.1K 475 +475 New
C
336
Covestor
United Kingdom
$17K 445 +7 +2%
GLR
337
Great Lakes Retirement
Ohio
$16.7K 433 +433 New
GWM
338
Geneos Wealth Management
Colorado
$16.3K 425 +1 +0.2%
PMFA
339
Plante Moran Financial Advisors
Michigan
$15.8K 411 +411 New
AIC
340
Archer Investment Corporation
Indiana
$13.9K 361 – –
EWP
341
Elevation Wealth Partners
California
$13.9K 360 – –
DP
342
Denver PWM
Colorado
$12.1K 314 +314 New
BWP
343
Baldwin Wealth Partners
Massachusetts
$11K 285 – –
NCM
344
Northwest Capital Management
Oregon
$10.2K 265 -225 -46%
CTWM
345
Cherry Tree Wealth Management
Minnesota
$9.55K 248 – –
CFFP
346
Center for Financial Planning
Michigan
$8.39K 218 – –
IWP
347
IAG Wealth Partners
Wisconsin
$7.12K 185 – –
CFD
348
Creative Financial Designs
Indiana
$7.08K 184 – –
CA
349
Centerpoint Advisors
Massachusetts
$7K 193 +21 +12%
DI
350
DAGCO Inc
Ohio
$6.55K 170 +6 +4%
12 13
14
15 16