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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 %
MFC
201
Morris Financial Concepts
South Carolina
$398K 10,336 +4,946 +92%
DAS
202
Diversify Advisory Services
Utah
$389K 10,230 -929 -8%
FFN
203
Focus Financial Network
Minnesota
$388K 9,441 -544 -5%
SFA
204
Sequoia Financial Advisors
Ohio
$386K 10,037 -845 -8%
EWA
205
ERTS Wealth Advisors
Michigan
$385K 10,011 +50 +0.5%
BFP
206
Brewster Financial Planning
New York
$378K 9,830 +476 +5%
OWA
207
One Wealth Advisors
California
$378K 9,732 -1,527 -14%
ST
208
Spinnaker Trust
Maine
$377K 9,798 +478 +5%
RWP
209
RWA Wealth Partners
Massachusetts
$375K 9,741 -569 -6%
PFA
210
Pathway Financial Advisors
Vermont
$362K 9,393 -2,881 -23%
REMPR
211
Roof Eidam Maycock Peralta (REMP)
California
$361K 9,389 +500 +6%
1SB
212
1ST Source Bank
Indiana
$361K 9,383 +288 +3%
T
213
TrueFG
Texas
$361K 9,376 -40 -0.4%
SAI
214
Savvy Advisors Inc
New York
$359K 9,337 -50 -0.5%
Millennium Management
215
Millennium Management
New York
$356K 9,243 +9,243 New
AAS
216
Avantax Advisory Services
Texas
$350K 9,100 -1,337 -13%
OWA
217
Opal Wealth Advisors
New York
$349K 9,077 +171 +2%
JBA
218
Johnson Bixby & Associates
Washington
$348K 9,026 -44 -0.5%
HG
219
Harbor Group
New Hampshire
$346K 8,979 +600 +7%
MFA
220
McClarren Financial Advisors
Pennsylvania
$344K 154 -11,327 -99%
MAG
221
Mokosak Advisory Group
Iowa
$344K 8,922 -102 -1%
PPW
222
Presilium Private Wealth
Pennsylvania
$341K 8,850 +420 +5%
BSW
223
Buckingham Strategic Wealth
Missouri
$341K 8,848 +1,439 +19%
BBA
224
BLB&B Advisors
Pennsylvania
$336K 8,728 +69 +0.8%
FA
225
Fountainhead AM
New Jersey
$332K 8,635 +52 +0.6%
7 8
9
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