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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$2.24M 58,940 -77,637 -57%
SA
77
Stewardship Advisors
Pennsylvania
$2.15M 56,449 -10 -0%
Stifel Financial
78
Stifel Financial
Missouri
$2.11M 55,403 +1,365 +3%
VCM
79
Vision Capital Management
Oregon
$2.1M 55,316 +6,261 +13%
BEC
80
Blue Edge Capital
Virginia
$2.06M 54,263 +8,940 +20%
SC
81
Stephens Consulting
Michigan
$2.05M 53,841 -3,920 -7%
RFC
82
Regions Financial Corp
Alabama
$1.91M 50,153 +3,293 +7%
LWP
83
Laurel Wealth Planning
Minnesota
$1.84M 48,370 +6,509 +16%
FF
84
Francis Financial
$1.84M 48,282 +289 +0.6%
OFG
85
Omega Financial Group
California
$1.83M 48,048 -1,004 -2%
AC
86
Apella Capital
Connecticut
$1.81M 49,024 -606 -1%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.77M 46,668 -573 -1%
HPFG
88
Hart & Patterson Financial Group
Massachusetts
$1.76M 46,375 +46,375 New
TC
89
Trilogy Capital
California
$1.75M 45,918 +797 +2%
FCG
90
Financial Connections Group
California
$1.71M 45,075 -97,728 -68%
CA
91
CGN Advisors
Kansas
$1.68M 44,263 +9,782 +28%
DF
92
Dunhill Financial
United Kingdom
$1.68M 44,151 -146,370 -77%
CAM
93
Crestone Asset Management
Colorado
$1.67M 43,974 +7,368 +20%
BCM
94
Becker Capital Management
Oregon
$1.66M 43,676 – –
Cerity Partners
95
Cerity Partners
New York
$1.66M 43,665 +31,085 +247%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$1.64M 43,141 -5,270 -11%
HTC
97
Haverford Trust Company
Pennsylvania
$1.56M 41,161 -4,477 -10%
PSA
98
Plum Street Advisors
Louisiana
$1.53M 40,196 +40,196 New
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$1.51M 39,809 +39,809 New
SFG
100
Sage Financial Group
Pennsylvania
$1.51M 39,692 +2,200 +6%
2 3
4
5 6