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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% 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
50
Increased
156
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.41M
2
Betterment LLC
2
Betterment LLC
New York
$67.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.9M
4
SG
4
Stanich Group
New York
$4.3M
5
FTUS
5
Flow Traders U.S.
New York
$2.94M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$56.5M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$28M
4
CFG
4
Citizens Financial Group
Rhode Island
$7.99M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$11.1M 263,950 +11,314 +4%
EWM
27
Empirical Wealth Management
Washington
$10.7M 253,812 +24 +0%
SWM
28
SigFig Wealth Management
California
$9.54M 227,283 +8,107 +4%
WA
29
Wealth Architects
California
$9.26M 220,259 -1,888 -0.8%
EWA
30
EP Wealth Advisors
California
$8.74M 207,847 +26,963 +15%
LPL Financial
31
LPL Financial
California
$8.72M 207,304 +126 +0.1%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$8.21M 195,140 -2,455 -1%
CFG
33
Citizens Financial Group
Rhode Island
$7.99M 189,950 -63,879 -25%
LGWM
34
Litman Gregory Wealth Management
California
$7.82M 186,055 +27,519 +17%
B
35
Bailard
California
$7.81M 185,707 +2,218 +1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.79M 185,208 -2,669 -1%
SC
37
Savant Capital
Illinois
$7.22M 171,775 -40,943 -19%
Truist Financial
38
Truist Financial
North Carolina
$7.12M 169,408 -6,841 -4%
ASN
39
Advisory Services Network
Georgia
$6.97M 165,770 +47,529 +40%
HPC
40
HM Payson & Co
Maine
$6.75M 160,599 +7,799 +5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$5.86M 139,417 +13,311 +11%
AIA
42
Ally Invest Advisors
North Carolina
$5.52M 131,210 +3,147 +2%
Financial Engines Advisors
43
Financial Engines Advisors
California
$5.41M 128,635 -18,828 -13%
Raymond James Financial
44
Raymond James Financial
Florida
$5.41M 128,578 +128,578 New
AA
45
Alesco Advisors
New York
$5.25M 124,850 -3,320 -3%
AWA
46
Alaska Wealth Advisors
Alaska
$5.16M 122,686 +4,425 +4%
PA
47
Parkside Advisors
California
$4.92M 116,967 +2,898 +3%
MG
48
Mather Group
Illinois
$4.6M 109,422 +2,032 +2%
WI
49
WrapManager Inc
California
$4.54M 107,943 -6,066 -5%
KF
50
Krilogy Financial
Missouri
$4.52M 107,460 +24,497 +30%
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