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

378 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
151
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$42.4M
2
Ameriprise
2
Ameriprise
Minnesota
$21.4M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$98.5M
4
Betterment LLC
4
Betterment LLC
New York
$62.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.56M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
CFG
3
Citizens Financial Group
Rhode Island
$10.6M
4
SWM
4
SigFig Wealth Management
California
$9.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.27M 102,039 +10,016 +11%
BFA
52
Bluestem Financial Advisors
Illinois
$4.15M 99,153 +8,946 +10%
IWA
53
Invera Wealth Advisors
Oregon
$4.13M 92,832 +2,105 +2%
MWM
54
Mission Wealth Management
California
$4M 95,601 -17,446 -15%
WCWM
55
Willow Creek Wealth Management
California
$3.94M 94,270 +232 +0.2%
MIS
56
Morningstar Investment Services
Illinois
$3.81M 91,363 -3,154 -3%
Osaic Holdings
57
Osaic Holdings
Arizona
$3.72M 88,976 -933 -1%
MAWA
58
Moss Adams Wealth Advisors
Washington
$3.55M 85,003 +4,197 +5%
HIF
59
Hill Island Financial
Michigan
$3.53M 84,434 +3,227 +4%
GI
60
Gradient Investments
Minnesota
$3.49M 83,357 +292 +0.4%
KF
61
Krilogy Financial
Missouri
$3.47M 82,963 +14,254 +21%
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.35M 79,999 +4,054 +5%
RCG
63
Regatta Capital Group
California
$3.33M 79,635 -1,324 -2%
IWM
64
Integris Wealth Management
California
$3.08M 73,584 +456 +0.6%
FA
65
Financial Advisors
Massachusetts
$2.8M 66,996 +31 +0%
WB
66
WesBanco Bank
West Virginia
$2.77M 66,290 +66,290 New
HI
67
Harbour Investments
Wisconsin
$2.76M 66,085 +5,721 +9%
SA
68
Stewardship Advisors
Pennsylvania
$2.74M 65,457 +3,176 +5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$2.71M 64,747 -2,910 -4%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$2.7M 64,576 – –
CAG
71
Crestwood Advisors Group
Massachusetts
$2.69M 64,294 -2,356 -4%
ADL
72
Asset Dedication LLC
California
$2.66M 63,692 +767 +1%
SWP
73
Stratos Wealth Partners
Ohio
$2.61M 62,304 -6,201 -9%
RFC
74
Regions Financial Corp
Alabama
$2.55M 60,887 -461 -0.8%
AC
75
Apella Capital
Connecticut
$2.54M 61,436 +3,880 +7%
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