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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 %
MIS
51
Morningstar Investment Services
Illinois
$3.62M 94,517 -6,921 -7%
IWA
52
Invera Wealth Advisors
Oregon
$3.59M 90,727 +1,010 +1%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$3.54M 92,023 +42,704 +87%
BFA
54
Bluestem Financial Advisors
Illinois
$3.47M 90,207 +5,943 +7%
Osaic Holdings
55
Osaic Holdings
Arizona
$3.46M 89,909 +912 +1%
DL
56
DOHJ LLC
Washington
$3.27M 85,055 +5,371 +7%
GI
57
Gradient Investments
Minnesota
$3.2M 83,065 +1,525 +2%
HIF
58
Hill Island Financial
Michigan
$3.13M 81,207 +1,821 +2%
RCG
59
Regatta Capital Group
California
$3.12M 80,959 -1,748 -2%
MAWA
60
Moss Adams Wealth Advisors
Washington
$3.11M 80,806 +579 +0.7%
Corient Private Wealth
61
Corient Private Wealth
Florida
$2.92M 75,945 +3,422 +5%
IWM
62
Integris Wealth Management
California
$2.82M 73,128 +875 +1%
KF
63
Krilogy Financial
Missouri
$2.65M 68,709 -37,870 -36%
SWP
64
Stratos Wealth Partners
Ohio
$2.64M 68,505 -7,637 -10%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$2.6M 67,657 +922 +1%
FA
66
Financial Advisors
Massachusetts
$2.58M 66,965 -2,315 -3%
CAG
67
Crestwood Advisors Group
Massachusetts
$2.57M 66,650 -68 -0.1%
BEC
68
Blue Edge Capital
Virginia
$2.49M 64,751 +572 +0.9%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$2.49M 64,576 – –
WA
70
Waverly Advisors
Alabama
$2.44M 63,493 -25,856 -29%
ADL
71
Asset Dedication LLC
California
$2.42M 62,925 +2,636 +4%
SA
72
Stewardship Advisors
Pennsylvania
$2.4M 62,281 +4,908 +9%
RFC
73
Regions Financial Corp
Alabama
$2.36M 61,348 +6,361 +12%
HI
74
Harbour Investments
Wisconsin
$2.32M 60,364 +1,692 +3%
COCM
75
Charter Oak Capital Management
New Hampshire
$2.31M 59,890 +1,003 +2%
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3
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