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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 %
AIP
176
Ameritas Investment Partners
Nebraska
$576K 13,768 -226 -2%
ECM
177
Evergreen Capital Management
Washington
$570K 13,637 -9 -0.1%
BSWM
178
Boston Standard Wealth Management
Massachusetts
$570K 13,631 +480 +4%
BPA
179
Beacon Pointe Advisors
California
$568K 13,571 +843 +7%
HWMG
180
Hurlow Wealth Management Group
Indiana
$565K 13,512 +119 +0.9%
ODIJL
181
One Day In July LLC
Vermont
$564K 13,498 -1,372 -9%
GDP
182
Great Diamond Partners
Maine
$550K 13,142 -261 -2%
MOS
183
MGO One Seven
Ohio
$534K 12,761 -6 -0%
ML
184
Mayport LLC
Massachusetts
$524K 12,540 – –
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$511K 12,224 – –
PP
186
PDS Planning
Ohio
$503K 12,019 +5,575 +87%
CW
187
Cook Wealth
North Carolina
$498K 11,837 -3,801 -24%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$495K 11,825 -18,250 -61%
DAS
189
Diversify Advisory Services
Utah
$491K 11,738 +1,508 +15%
VCS
190
Vaughan & Co Securities
New Jersey
$488K 11,673 – –
FF
191
Friedenthal Financial
New Jersey
$485K 11,595 – –
SI
192
Seeds Investor
New York
$480K 11,485 +853 +8%
NW
193
NewEdge Wealth
Pennsylvania
$473K 11,321 -124 -1%
AAS
194
Avantax Advisory Services
Texas
$465K 11,107 +2,007 +22%
CCM
195
Coldstream Capital Management
Washington
$450K 10,756 +21 +0.2%
RP
196
Riverwater Partners
Wisconsin
$444K 10,743 +72 +0.7%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$443K 10,598 +114 +1%
SCM
198
Stordahl Capital Management
Colorado
$442K 10,686 – –
MFC
199
Morris Financial Concepts
South Carolina
$438K 10,464 +128 +1%
CAG
200
Curtis Advisory Group
California
$432K 10,336 -6,709 -39%
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