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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

366 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 161 increasing their positions, 128 reducing their positions, and 24 closing their positions.

Holders
366
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
161
Reduced
128
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$53M
2
BlackRock
2
BlackRock
New York
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.7M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$82.2M
5
Northern Trust
5
Northern Trust
Illinois
$77.3M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$344K
2
Goldman Sachs
2
Goldman Sachs
New York
$69.7M
3
CFG
3
Citizens Financial Group
Rhode Island
$14.7M
4
Franklin Resources
4
Franklin Resources
California
$2.04M
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
176
BSW Wealth Partners
Colorado
$541K 14,054 +279 +2%
AIP
177
Ameritas Investment Partners
Nebraska
$539K 13,994 +145 +1%
OWM
178
Opes Wealth Management
California
$537K 13,951 +620 +5%
ECM
179
Evergreen Capital Management
Washington
$525K 13,646 +170 +1%
GDP
180
Great Diamond Partners
Maine
$516K 13,403 -574 -4%
HWMG
181
Hurlow Wealth Management Group
Indiana
$516K 13,393 +353 +3%
BSWM
182
Boston Standard Wealth Management
Massachusetts
$506K 13,151 +110 +0.8%
AT
183
American Trust
Kentucky
$504K 13,087 +3,230 +33%
MOS
184
MGO One Seven
Ohio
$492K 12,767 -25 -0.2%
T
185
TCWP
Ohio
$492K 12,767 -24 -0.2%
BPA
186
Beacon Pointe Advisors
California
$490K 12,728 -1,515 -11%
ML
187
Mayport LLC
Massachusetts
$483K 12,540 – –
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$471K 12,224 -14,609 -54%
VCS
189
Vaughan & Co Securities
New Jersey
$449K 11,673 – –
FF
190
Friedenthal Financial
New Jersey
$446K 11,595 -227 -2%
NW
191
NewEdge Wealth
Pennsylvania
$441K 11,445 +127 +1%
BP
192
Ballentine Partners
Massachusetts
$438K 11,373 +11,373 New
Natixis Advisors
193
Natixis Advisors
Massachusetts
$436K 11,321 +11,321 New
PAG
194
Private Advisor Group
New Jersey
$420K 10,901 -725 -6%
CCM
195
Coldstream Capital Management
Washington
$413K 10,735 – –
JFA
196
JNBA Financial Advisors
Minnesota
$412K 10,714 -2,073 -16%
SCM
197
Stordahl Capital Management
Colorado
$411K 10,686 +3,952 +59%
RP
198
Riverwater Partners
Wisconsin
$411K 10,671 +264 +3%
SI
199
Seeds Investor
New York
$409K 10,632 +3,521 +50%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$404K 10,484 +132 +1%
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