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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 %
Mariner
76
Mariner
Kansas
$2.3M 59,795 +11,708 +24%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$2.3M 59,691 +52,547 +736%
I
78
IMPACTfolio
Colorado
$2.29M 59,465 -1,670 -3%
QC
79
Quent Capital
New York
$2.27M 59,082 -4,727 -7%
VCM
80
Vision Capital Management
Oregon
$2.25M 58,330 -2,843 -5%
SC
81
Stephens Consulting
Michigan
$2.19M 56,998 +2,541 +5%
AC
82
Apella Capital
Connecticut
$2.19M 57,556 +1,166 +2%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$2.18M 56,580 +4,111 +8%
BRIA
84
Balanced Rock Investment Advisors
Massachusetts
$2.18M 56,527 +1,508 +3%
OFG
85
Omega Financial Group
California
$2.14M 55,542 +1,576 +3%
BCM
86
Becker Capital Management
Oregon
$2.14M 55,506 -1,280 -2%
FF
87
Francis Financial
$2.13M 55,312 +4,663 +9%
CIAS
88
Capital Investment Advisory Services
North Carolina
$2.13M 55,245 -775 -1%
Stifel Financial
89
Stifel Financial
Missouri
$2.1M 54,504 -1,052 -2%
Franklin Resources
90
Franklin Resources
California
$2.04M 52,901 -99,187 -65%
LWP
91
Laurel Wealth Planning
Minnesota
$1.97M 51,244 +1,843 +4%
CA
92
CGN Advisors
Kansas
$1.91M 49,700 +2,883 +6%
TC
93
Trilogy Capital
California
$1.88M 48,944 -453 -0.9%
HPFG
94
Hart & Patterson Financial Group
Massachusetts
$1.76M 45,695 -1,275 -3%
SFG
95
Sage Financial Group
Pennsylvania
$1.67M 43,381 +2,811 +7%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$1.67M 43,367 +9,608 +28%
FCG
97
Financial Connections Group
California
$1.64M 42,470 -454 -1%
PSA
98
Plum Street Advisors
Louisiana
$1.61M 41,788 -693 -2%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$1.51M 39,245 +1,448 +4%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.49M 35,974 -907 -2%
2 3
4
5 6