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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 %
CFFP
351
Center for Financial Planning
Michigan
$8.78K 218 – –
IWP
352
IAG Wealth Partners
Wisconsin
$7.45K 185 – –
CFD
353
Creative Financial Designs
Indiana
$7.41K 184 – –
GWP
354
Gen-Wealth Partners
Michigan
$7.25K 180 +180 New
CA
355
Centerpoint Advisors
Massachusetts
$7K 172 +32 +23%
SRCM
356
Signature Resources Capital Management
California
$6.96K 183 – –
DI
357
DAGCO Inc
Ohio
$6.6K 164 +164 New
CTC
358
Central Trust Company
Missouri
$6.24K 155 +155 New
PA
359
PSI Advisors
Florida
$5.69K 141 – –
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.29K 141 +141 New
CB
361
Centennial Bank
Arkansas
$4.03K 100 – –
CSWG
362
Cardinal Strategic Wealth Guidance
Kentucky
$3.95K 98 – –
BC
363
Barrett & Company
Rhode Island
$2.82K 70 – –
KFS
364
Kelly Financial Services
Massachusetts
$2.34K 58 – –
CB
365
Community Bank
New York
$2.05K 51 +16 +46%
IA
366
IFP Advisors
Florida
$1.22K 30 -80 -73%
WP
367
WealthShield Partners
North Carolina
$846 21 – –
RWM
368
Ruedi Wealth Management
Illinois
$818 20 +11 +122%
GWS
369
Glassman Wealth Services
Virginia
$40 1 – –
OSAM
370
O'Shaughnessy Asset Management
Connecticut
– – – –
LSAG
371
Lake Street Advisors Group
New Hampshire
– – -32,021 Closed
TFM
372
Trademark Financial Management
Minnesota
– – -19,939 Closed
OBWG
373
Onyx Bridge Wealth Group
New York
– – -11,869 Closed
NYLIM
374
New York Life Investment Management
New York
– – -11,501 Closed
AFAS
375
Acorn Financial Advisory Services
Virginia
– – -7,294 Closed
12 13 14
15
16