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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 %
SG
51
Stanich Group
New York
$4.3M 102,284 +102,284 New
BFA
52
Bluestem Financial Advisors
Illinois
$4.19M 99,663 +510 +0.5%
IWA
53
Invera Wealth Advisors
Oregon
$3.99M 90,756 -2,076 -2%
WCWM
54
Willow Creek Wealth Management
California
$3.98M 94,748 +478 +0.5%
MWM
55
Mission Wealth Management
California
$3.87M 92,086 -3,515 -4%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.73M 88,736 -240 -0.3%
HIF
57
Hill Island Financial
Michigan
$3.71M 88,316 +3,882 +5%
GI
58
Gradient Investments
Minnesota
$3.6M 85,721 +2,364 +3%
MAWA
59
Moss Adams Wealth Advisors
Washington
$3.54M 84,282 -721 -0.8%
RCG
60
Regatta Capital Group
California
$3.46M 82,194 +2,559 +3%
Corient Private Wealth
61
Corient Private Wealth
Florida
$3.41M 80,978 +979 +1%
Principal Financial Group
62
Principal Financial Group
Iowa
$3.18M 75,513 +40,259 +114%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$3.01M 71,576 +6,829 +11%
FTUS
64
Flow Traders U.S.
New York
$2.94M 69,828 +69,828 New
IWM
65
Integris Wealth Management
California
$2.91M 69,238 -4,346 -6%
HI
66
Harbour Investments
Wisconsin
$2.87M 68,289 +2,204 +3%
FA
67
Financial Advisors
Massachusetts
$2.74M 65,262 -1,734 -3%
BIAS
68
Beacon Investment Advisory Services
New Jersey
$2.72M 64,576 – –
CGL
69
Clarius Group LLC
Washington
$2.71M 64,336 +45,102 +234%
CAG
70
Crestwood Advisors Group
Massachusetts
$2.67M 63,593 -701 -1%
AC
71
Apella Capital
Connecticut
$2.63M 62,465 +1,029 +2%
Stifel Financial
72
Stifel Financial
Missouri
$2.55M 60,570 +1,566 +3%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$2.55M 60,539 +9,338 +18%
Mariner
74
Mariner
Kansas
$2.53M 60,203 +1,258 +2%
WB
75
WesBanco Bank
West Virginia
$2.47M 58,682 -7,608 -11%
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