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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 %
HWA
126
Hilltop Wealth Advisors
North Carolina
$1.16M 27,665 -185 -0.7%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$1.11M 26,417 -2,684 -9%
CWM
128
Congress Wealth Management
Massachusetts
$1.1M 26,371 -95 -0.4%
Morgan Stanley
129
Morgan Stanley
New York
$1.09M 26,086 +8,850 +51%
HR
130
Hardy Reed
Mississippi
$1.09M 25,952 +442 +2%
TDWM
131
Topel & Distasi Wealth Management
California
$1.08M 25,873 +2,071 +9%
KAS
132
Kestra Advisory Services
Texas
$1.07M 25,683 -2,859 -10%
PA
133
Parallel Advisors
California
$1.04M 24,946 -50 -0.2%
RJT
134
Raymond James Trust
Florida
$1.04M 24,873 -450 -2%
CWM
135
Cranbrook Wealth Management
Michigan
$973K 23,268 -1,150 -5%
PHIC
136
Pine Haven Investment Counsel
Massachusetts
$968K 23,140 +621 +3%
BCM
137
Brookstone Capital Management
Illinois
$955K 22,841 +347 +2%
WAM
138
WNY Asset Management
New York
$923K 22,063 -388 -2%
TW
139
Towerpoint Wealth
California
$922K 22,056 +184 +0.8%
CFP
140
Cascade Financial Partners
California
$920K 21,962 – –
DT
141
Diversified Trust
Tennessee
$907K 21,695 +1,950 +10%
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$900K 21,518 +77 +0.4%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$890K 21,281 -235 -1%
TRCT
144
Tower Research Capital (TRC)
New York
$889K 21,265 -873 -4%
PA
145
Planning Alternatives
Michigan
$888K 21,241 +809 +4%
PGA
146
Portland Global Advisors
Maine
$865K 20,690 +100 +0.5%
DWT
147
Dorsey & Whitney Trust
South Dakota
$859K 20,535 -80 -0.4%
LRWA
148
Long Run Wealth Advisors
New York
$856K 20,466 +557 +3%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$845K 20,200 -1,744 -8%
CB
150
Commerce Bank
Missouri
$834K 19,951 -250 -1%
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6
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