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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 %
Cerity Partners
101
Cerity Partners
New York
$1.6M 39,690 -3,975 -9%
RZH
102
Relyea Zuckerberg Hanson
Connecticut
$1.57M 38,948 +4,775 +14%
GC
103
Garde Capital
Washington
$1.55M 38,526 -25,167 -40%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.52M 37,797 +1,516 +4%
MGIA
105
Moneta Group Investment Advisors
Missouri
$1.46M 36,143 -286 -0.8%
DF
106
Dunhill Financial
United Kingdom
$1.44M 35,871 -8,280 -19%
CPIG
107
Chicago Partners Investment Group
Illinois
$1.41M 36,881 +124 +0.3%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$1.36M 33,759 +5,691 +20%
CAN
109
Cetera Advisor Networks
California
$1.34M 33,293 -6,094 -15%
WT
110
Whittier Trust
California
$1.26M 31,201 – –
CWM
111
Congress Wealth Management
Massachusetts
$1.23M 30,634 -641 -2%
MWM
112
Mascoma Wealth Management
New Hampshire
$1.23M 30,511 -6,740 -18%
BIA
113
Bell Investment Advisors
California
$1.22M 30,398 -31 -0.1%
SWG
114
Summit Wealth Group
Vermont
$1.22M 30,364 -772 -2%
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$1.19M 29,647 +29,647 New
AA
116
Addison Advisors
Vermont
$1.19M 29,530 +735 +3%
HWA
117
Hilltop Wealth Advisors
North Carolina
$1.16M 28,782 +28,782 New
AF
118
Allworth Financial
California
$1.14M 28,367 +27 +0.1%
Jane Street
119
Jane Street
New York
$1.13M 28,117 +28,117 New
B
120
Birchbrook
Maine
$1.13M 27,962 -294 -1%
MMA
121
Miracle Mile Advisors
California
$1.12M 27,759 +538 +2%
AWM
122
Axxcess Wealth Management
California
$1.11M 27,683 +409 +1%
FTUS
123
Flow Traders U.S.
New York
$1.1M 27,410 +9,935 +57%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$1.08M 26,833 +1,576 +6%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M 26,164 -2,002 -7%
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5
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