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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 %
MIS
51
Morningstar Investment Services
Illinois
$4.06M 101,438 -115,991 -53%
WCWM
52
Willow Creek Wealth Management
California
$3.73M 92,707 -3,258 -3%
MG
53
Mather Group
Illinois
$3.67M 96,598 -581 -0.6%
WA
54
Waverly Advisors
Alabama
$3.6M 89,349 +89,349 New
Osaic Holdings
55
Osaic Holdings
Arizona
$3.58M 88,997 +4,747 +6%
BFA
56
Bluestem Financial Advisors
Illinois
$3.39M 84,264 +145 +0.2%
RFWA
57
RPg Family Wealth Advisory
Massachusetts
$3.35M 83,250 +3,017 +4%
RCG
58
Regatta Capital Group
California
$3.33M 82,707 -15,346 -16%
IWA
59
Invera Wealth Advisors
Oregon
$3.32M 89,717 +531 +0.6%
GI
60
Gradient Investments
Minnesota
$3.28M 81,540 +3,107 +4%
MAWA
61
Moss Adams Wealth Advisors
Washington
$3.23M 80,227 -3,209 -4%
DL
62
DOHJ LLC
Washington
$3.21M 79,684 +9,942 +14%
HIF
63
Hill Island Financial
Michigan
$3.2M 79,386 -370 -0.5%
SWP
64
Stratos Wealth Partners
Ohio
$3.07M 76,142 -37,681 -33%
Corient Private Wealth
65
Corient Private Wealth
Florida
$2.92M 72,523 +207 +0.3%
IWM
66
Integris Wealth Management
California
$2.91M 72,253 +231 +0.3%
FA
67
Financial Advisors
Massachusetts
$2.79M 69,280 -1,107 -2%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$2.69M 66,735 +35,275 +112%
CAG
69
Crestwood Advisors Group
Massachusetts
$2.69M 66,718 -783 -1%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$2.6M 64,576 – –
BEC
71
Blue Edge Capital
Virginia
$2.58M 64,179 +9,916 +18%
QC
72
Quent Capital
New York
$2.57M 63,809 – –
VCM
73
Vision Capital Management
Oregon
$2.46M 61,173 +5,857 +11%
I
74
IMPACTfolio
Colorado
$2.46M 61,135 +61,135 New
ADL
75
Asset Dedication LLC
California
$2.44M 60,289 -1,866 -3%
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