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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 %
COCM
76
Charter Oak Capital Management
New Hampshire
$2.51M 59,953 +63 +0.1%
I
77
IMPACTfolio
Colorado
$2.49M 59,654 +189 +0.3%
BRIA
78
Balanced Rock Investment Advisors
Massachusetts
$2.49M 59,583 +3,056 +5%
Stifel Financial
79
Stifel Financial
Missouri
$2.47M 59,004 +4,500 +8%
Mariner
80
Mariner
Kansas
$2.47M 58,945 -850 -1%
QC
81
Quent Capital
New York
$2.45M 58,466 -616 -1%
WA
82
Waverly Advisors
Alabama
$2.44M 58,417 -5,076 -8%
FF
83
Francis Financial
$2.42M 57,838 +2,526 +5%
VCM
84
Vision Capital Management
Oregon
$2.38M 56,886 -1,444 -2%
SC
85
Stephens Consulting
Michigan
$2.34M 56,034 -964 -2%
BEC
86
Blue Edge Capital
Virginia
$2.3M 54,957 -9,794 -15%
BCM
87
Becker Capital Management
Oregon
$2.27M 54,251 -1,255 -2%
OFG
88
Omega Financial Group
California
$2.26M 54,079 -1,463 -3%
DL
89
DOHJ LLC
Washington
$2.25M 54,355 -30,700 -36%
CIAS
90
Capital Investment Advisory Services
North Carolina
$2.24M 53,565 -1,680 -3%
Franklin Resources
91
Franklin Resources
California
$2.17M 51,258 -1,643 -3%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$2.14M 51,201 +7,834 +18%
CA
93
CGN Advisors
Kansas
$2.12M 50,594 +894 +2%
TC
94
Trilogy Capital
California
$2.11M 50,416 +1,472 +3%
LWP
95
Laurel Wealth Planning
Minnesota
$2.08M 49,787 -1,457 -3%
GC
96
Grimes & Company
Massachusetts
$2.04M 48,872 +20,334 +71%
Cerity Partners
97
Cerity Partners
New York
$2.02M 48,278 +9,770 +25%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$1.92M 45,833 -10,747 -19%
SFG
99
Sage Financial Group
Pennsylvania
$1.9M 45,395 +2,014 +5%
HPFG
100
Hart & Patterson Financial Group
Massachusetts
$1.87M 44,655 -1,040 -2%
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4
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