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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 %
Ameriprise
26
Ameriprise
Minnesota
$11.2M 290,289 -11,454 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$9.63M 250,228 -1,983 -0.8%
EWM
28
Empirical Wealth Management
Washington
$9.4M 244,069 -6,712 -3%
MWM
29
Modera Wealth Management
New Jersey
$9.37M 243,299 +6,475 +3%
SC
30
Savant Capital
Illinois
$8.35M 216,924 +10,841 +5%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$7.83M 203,271 -7,445 -4%
WA
32
Wealth Architects
California
$7.8M 202,483 +48,289 +31%
LPL Financial
33
LPL Financial
California
$7.75M 201,347 -1,079 -0.5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.58M 196,837 +2,407 +1%
B
35
Bailard
California
$7.3M 189,672 -3,338 -2%
Truist Financial
36
Truist Financial
North Carolina
$6.84M 177,619 +3,801 +2%
EWA
37
EP Wealth Advisors
California
$6.64M 172,538 +30,687 +22%
LGWM
38
Litman Gregory Wealth Management
California
$5.96M 154,800 +5,331 +4%
Financial Engines Advisors
39
Financial Engines Advisors
California
$5.94M 154,361 +12,531 +9%
HPC
40
HM Payson & Co
Maine
$5.11M 132,632 -45,574 -26%
AA
41
Alesco Advisors
New York
$4.98M 129,415 -2,295 -2%
ASN
42
Advisory Services Network
Georgia
$4.55M 118,241 +2,377 +2%
PA
43
Parkside Advisors
California
$4.41M 114,604 +2,002 +2%
MWM
44
Mission Wealth Management
California
$4.35M 113,047 -6,707 -6%
AWA
45
Alaska Wealth Advisors
Alaska
$4.35M 112,891 -7,731 -6%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$4.34M 112,693 +2,065 +2%
WI
47
WrapManager Inc
California
$4.18M 108,539 +362 +0.3%
MG
48
Mather Group
Illinois
$4.16M 103,398 +6,800 +7%
AIA
49
Ally Invest Advisors
North Carolina
$4.1M 106,438 +5,074 +5%
WCWM
50
Willow Creek Wealth Management
California
$3.62M 94,038 +1,331 +1%
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