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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 %
COCM
76
Charter Oak Capital Management
New Hampshire
$2.37M 58,887 -324 -0.5%
HI
77
Harbour Investments
Wisconsin
$2.36M 58,672 -1,443 -2%
SA
78
Stewardship Advisors
Pennsylvania
$2.31M 57,373 +924 +2%
BCM
79
Becker Capital Management
Oregon
$2.29M 56,786 +13,110 +30%
CIAS
80
Capital Investment Advisory Services
North Carolina
$2.26M 56,020 -4,550 -8%
Stifel Financial
81
Stifel Financial
Missouri
$2.24M 55,556 +153 +0.3%
AC
82
Apella Capital
Connecticut
$2.23M 56,390 +7,366 +15%
BRIA
83
Balanced Rock Investment Advisors
Massachusetts
$2.22M 55,019 +15,210 +38%
RFC
84
Regions Financial Corp
Alabama
$2.21M 54,987 +4,834 +10%
SC
85
Stephens Consulting
Michigan
$2.19M 54,457 +616 +1%
OFG
86
Omega Financial Group
California
$2.17M 53,966 +5,918 +12%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$2.11M 52,469 -6,471 -11%
FF
88
Francis Financial
$2.04M 50,649 +2,367 +5%
TC
89
Trilogy Capital
California
$1.99M 49,397 +3,479 +8%
LWP
90
Laurel Wealth Planning
Minnesota
$1.99M 49,401 +1,031 +2%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$1.99M 49,319 +2,651 +6%
Mariner
92
Mariner
Kansas
$1.94M 48,087 +33,516 +230%
HPFG
93
Hart & Patterson Financial Group
Massachusetts
$1.89M 46,970 +595 +1%
CA
94
CGN Advisors
Kansas
$1.89M 46,817 +2,554 +6%
HTC
95
Haverford Trust Company
Pennsylvania
$1.88M 46,591 +5,430 +13%
CAM
96
Crestone Asset Management
Colorado
$1.78M 44,309 +335 +0.8%
PSA
97
Plum Street Advisors
Louisiana
$1.78M 42,481 +2,285 +6%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$1.77M 43,898 +757 +2%
FCG
99
Financial Connections Group
California
$1.73M 42,924 -2,151 -5%
SFG
100
Sage Financial Group
Pennsylvania
$1.63M 40,570 +878 +2%
2 3
4
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