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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$77.7M 2,043,086 +36,787 +2%
Goldman Sachs
2
Goldman Sachs
New York
$77M 2,025,634 -78,519 -4%
Northern Trust
3
Northern Trust
Illinois
$70.1M 1,844,379 -31,086 -2%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$66.9M 1,761,145 +280,377 +19%
Creative Planning
5
Creative Planning
Kansas
$48.1M 1,266,101 +62,494 +5%
FT
6
Fiduciary Trust
Massachusetts
$35.1M 923,901 +2,851 +0.3%
Vontobel Holding
7
Vontobel Holding
Switzerland
$30.4M 800,000 – –
M&T Bank
8
M&T Bank
New York
$24M 632,385 +69,590 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$22.3M 586,072 +358,292 +157%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$18.9M 498,382 +498,382 New
CFG
11
Citizens Financial Group
Rhode Island
$18.5M 486,684 -622 -0.1%
UBS Group
12
UBS Group
Switzerland
$17.4M 459,017 +44,717 +11%
AA
13
Acorns Advisers
California
$17.4M 458,737 +23,014 +5%
Betterment LLC
14
Betterment LLC
New York
$16.4M 430,730 -12,765 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$16.2M 425,075 +21,594 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.4M 406,412 +149,291 +58%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.2M 399,205 +13,304 +3%
Bank of America
18
Bank of America
North Carolina
$14.2M 373,091 +32,922 +10%
Wells Fargo
19
Wells Fargo
California
$13.9M 365,542 +84,696 +30%
HighTower Advisors
20
HighTower Advisors
Illinois
$13.4M 354,030 +32,817 +10%
AI
21
Accredited Investors
Minnesota
$13.2M 347,674 +6,408 +2%
Ameriprise
22
Ameriprise
Minnesota
$11.8M 310,797 +1,308 +0.4%
SEI Investments
23
SEI Investments
Pennsylvania
$11.4M 298,944 -36,137 -11%
SHGA
24
Sand Hill Global Advisors
California
$11.3M 298,431 +12,736 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.3M 271,991 -1,075,559 -80%
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