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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 %
CFP
151
Cascade Financial Partners
California
$835K 21,962 +21,962 New
ACA
152
Affinity Capital Advisors
California
$828K 20,573 -5,456 -21%
PGA
153
Portland Global Advisors
Maine
$825K 20,490 -13,185 -39%
RJA
154
Raymond James & Associates
Florida
$811K 20,135 -13,073 -39%
DT
155
Diversified Trust
Tennessee
$803K 19,945 – –
PA
156
Planning Alternatives
Michigan
$784K 19,460 +92 +0.5%
FWM
157
Fingerlakes Wealth Management
New York
$769K 19,095 +1,604 +9%
ITB
158
Idaho Trust Bank
Idaho
$769K 19,095 +19,095 New
AA
159
Aufman Associates
Pennsylvania
$762K 18,933 +1,880 +11%
CGL
160
Clarius Group LLC
Washington
$751K 18,652 +2 +0%
BFA
161
Bragg Financial Advisors
North Carolina
$739K 18,345 +945 +5%
OCM
162
One Capital Management
California
$738K 18,326 – –
BSB
163
Bangor Savings Bank
Maine
$729K 18,106 +8,137 +82%
Empower Advisory Group
164
Empower Advisory Group
Colorado
$728K 18,076 -2 -0%
ODIJL
165
One Day In July LLC
Vermont
$721K 17,901 +427 +2%
NCM
166
Northland Capital Management
Minnesota
$721K 17,900 +1,023 +6%
TW
167
Towerpoint Wealth
California
$715K 17,764 +1,065 +6%
RSWM
168
Robertson Stephens Wealth Management
California
$709K 17,613 -250 -1%
Morgan Stanley
169
Morgan Stanley
New York
$705K 17,505 -15,981 -48%
CAG
170
Curtis Advisory Group
California
$698K 17,340 +4,837 +39%
TRCT
171
Tower Research Capital (TRC)
New York
$684K 16,978 -1,462 -8%
RA
172
RFG Advisory
Alabama
$667K 16,560 -1,034 -6%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$659K 16,371 -2,345 -13%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$646K 16,037 -755 -4%
AIM
175
Acropolis Investment Management
Missouri
$628K 15,590 -90 -0.6%
5 6
7
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