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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 %
MFA
201
McClarren Financial Advisors
Pennsylvania
$463K 11,481 +111 +1%
OWA
202
One Wealth Advisors
California
$453K 11,259 -224 -2%
DAS
203
Diversify Advisory Services
Utah
$444K 11,159 +11,159 New
CWP
204
Concord Wealth Partners
Virginia
$438K 10,888 -2,825 -21%
SFA
205
Sequoia Financial Advisors
Ohio
$438K 10,882 -39 -0.4%
CCM
206
Coldstream Capital Management
Washington
$432K 10,735 – –
NW
207
NewEdge Wealth
Pennsylvania
$432K 11,318 -10,166 -47%
AAS
208
Avantax Advisory Services
Texas
$420K 10,437 -1,246 -11%
RP
209
Riverwater Partners
Wisconsin
$419K 10,407 +46 +0.4%
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$417K 10,352 +213 +2%
RWP
211
RWA Wealth Partners
Massachusetts
$415K 10,310 -1,025 -9%
SWA
212
Sax Wealth Advisors
New Jersey
$414K 10,279 +270 +3%
EWA
213
ERTS Wealth Advisors
Michigan
$401K 9,961 +11 +0.1%
AT
214
American Trust
Kentucky
$397K 9,857 +685 +7%
SWPG
215
Strategic Wealth Partners Group
Illinois
$384K 9,533 -241 -2%
T
216
TrueFG
Texas
$379K 9,416 -84 -0.9%
SAI
217
Savvy Advisors Inc
New York
$378K 9,387 – –
BFP
218
Brewster Financial Planning
New York
$377K 9,354 – –
ST
219
Spinnaker Trust
Maine
$375K 9,320 -172 -2%
FFN
220
Focus Financial Network
Minnesota
$369K 9,985 -154,322 -94%
1SB
221
1ST Source Bank
Indiana
$366K 9,095 +668 +8%
JBA
222
Johnson Bixby & Associates
Washington
$365K 9,070 -4 -0%
MAG
223
Mokosak Advisory Group
Iowa
$363K 9,024 -1,639 -15%
OWA
224
Opal Wealth Advisors
New York
$359K 8,906 +218 +3%
REMPR
225
Roof Eidam Maycock Peralta (REMP)
California
$358K 8,889 – –
7 8
9
10 11