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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.2M 252,211 -19,780 -7%
EWM
27
Empirical Wealth Management
Washington
$10.1M 250,781 +7,285 +3%
MWM
28
Modera Wealth Management
New Jersey
$9.54M 236,824 +9,163 +4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$8.49M 210,716 -6,291 -3%
SC
30
Savant Capital
Illinois
$8.3M 206,083 -6,529 -3%
LPL Financial
31
LPL Financial
California
$8.15M 202,426 +5,655 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.83M 194,430 +12,475 +7%
B
33
Bailard
California
$7.77M 193,010 -691 -0.4%
HPC
34
HM Payson & Co
Maine
$7.18M 178,206 +174,441 +4,633%
Truist Financial
35
Truist Financial
North Carolina
$7M 173,818 -7,441 -4%
WA
36
Wealth Architects
California
$6.21M 154,194 +691 +0.5%
Franklin Resources
37
Franklin Resources
California
$6.12M 152,088 -8,602 -5%
LGWM
38
Litman Gregory Wealth Management
California
$6.02M 149,469 -5,301 -3%
EWA
39
EP Wealth Advisors
California
$5.71M 141,851 -1,308 -0.9%
Financial Engines Advisors
40
Financial Engines Advisors
California
$5.71M 141,830 +25,187 +22%
BlackRock
41
BlackRock
New York
$5.67M 140,857 +13,099 +10%
AA
42
Alesco Advisors
New York
$5.3M 131,710 -5,445 -4%
AWA
43
Alaska Wealth Advisors
Alaska
$4.86M 120,622 +19,776 +20%
MWM
44
Mission Wealth Management
California
$4.82M 119,754 -2,075 -2%
ASN
45
Advisory Services Network
Georgia
$4.67M 115,864 +11,413 +11%
PA
46
Parkside Advisors
California
$4.53M 112,602 +3,429 +3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$4.46M 110,628 +4,324 +4%
WI
48
WrapManager Inc
California
$4.36M 108,177 -44,854 -29%
KF
49
Krilogy Financial
Missouri
$4.29M 106,579 +106,579 New
AIA
50
Ally Invest Advisors
North Carolina
$4.08M 101,364 +1,882 +2%
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