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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 %
CW
176
Cook Wealth
North Carolina
$627K 16,431 +4,096 +33%
BDFN
177
Bond & Devick Financial Network
Minnesota
$621K 15,428 +38 +0.2%
SFP
178
Shepherd Financial Partners
Massachusetts
$612K 15,190 +142 +0.9%
MBT
179
Montecito Bank & Trust
California
$605K 15,016 -1,200 -7%
WDL
180
Well Done LLC
Michigan
$604K 15,000 -12,200 -45%
SFG
181
SNS Financial Group
Minnesota
$603K 14,963 -691 -4%
RRA
182
Round Rock Advisors
Connecticut
$596K 14,797 -1,600 -10%
BPA
183
Beacon Pointe Advisors
California
$574K 14,243 +3,683 +35%
FCM
184
Fortis Capital Management
Washington
$564K 13,994 +50 +0.4%
GDP
185
Great Diamond Partners
Maine
$563K 13,977 -34 -0.2%
AIP
186
Ameritas Investment Partners
Nebraska
$558K 13,849 -109 -0.8%
BWP
187
BSW Wealth Partners
Colorado
$555K 13,775 +1,367 +11%
ECM
188
Evergreen Capital Management
Washington
$543K 13,476 -613 -4%
OWM
189
Opes Wealth Management
California
$537K 13,331 +42 +0.3%
HWMG
190
Hurlow Wealth Management Group
Indiana
$525K 13,040 – –
BSWM
191
Boston Standard Wealth Management
Massachusetts
$525K 13,041 +386 +3%
GWM
192
Grand Wealth Management
Michigan
$520K 12,914 +4 +0%
T
193
TCWP
Ohio
$515K 12,791 -1 -0%
MOS
194
MGO One Seven
Ohio
$515K 12,792 – –
JFA
195
JNBA Financial Advisors
Minnesota
$515K 12,787 -764 -6%
ML
196
Mayport LLC
Massachusetts
$505K 12,540 – –
PFA
197
Pathway Financial Advisors
Vermont
$494K 12,274 – –
FF
198
Friedenthal Financial
New Jersey
$476K 11,822 – –
VCS
199
Vaughan & Co Securities
New Jersey
$470K 11,673 – –
PAG
200
Private Advisor Group
New Jersey
$468K 11,626 +688 +6%
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8
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