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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 %
VCM
76
Vision Capital Management
Oregon
$2.46M 58,457 +1,571 +3%
I
77
IMPACTfolio
Colorado
$2.45M 58,267 -1,387 -2%
SC
78
Stephens Consulting
Michigan
$2.44M 58,059 +2,025 +4%
SWP
79
Stratos Wealth Partners
Ohio
$2.43M 57,721 -4,583 -7%
QC
80
Quent Capital
New York
$2.41M 57,199 -1,267 -2%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2.4M 57,127 +11,294 +25%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.4M 57,105 -2,848 -5%
FF
83
Francis Financial
$2.38M 56,649 -1,189 -2%
RFC
84
Regions Financial Corp
Alabama
$2.34M 55,729 -5,158 -8%
BEC
85
Blue Edge Capital
Virginia
$2.34M 55,709 +752 +1%
PSA
86
Plum Street Advisors
Louisiana
$2.34M 55,557 +13,076 +31%
OFG
87
Omega Financial Group
California
$2.29M 54,531 +452 +0.8%
HTC
88
Haverford Trust Company
Pennsylvania
$2.26M 53,717 +23,331 +77%
DL
89
DOHJ LLC
Washington
$2.22M 52,837 -1,518 -3%
CIAS
90
Capital Investment Advisory Services
North Carolina
$2.19M 51,990 -1,575 -3%
LWP
91
Laurel Wealth Planning
Minnesota
$2.08M 49,566 -221 -0.4%
Cerity Partners
92
Cerity Partners
New York
$2.08M 49,564 +1,286 +3%
ADL
93
Asset Dedication LLC
California
$2.08M 49,491 -14,201 -22%
Franklin Resources
94
Franklin Resources
California
$2.08M 49,428 -1,830 -4%
GC
95
Grimes & Company
Massachusetts
$2.04M 48,443 -429 -0.9%
TC
96
Trilogy Capital
California
$2.03M 48,289 -2,127 -4%
BCM
97
Becker Capital Management
Oregon
$1.99M 47,336 -6,915 -13%
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$1.96M 46,575 -13,008 -22%
CA
99
CGN Advisors
Kansas
$1.92M 45,683 -4,911 -10%
SFG
100
Sage Financial Group
Pennsylvania
$1.88M 44,628 -767 -2%
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4
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