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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 %
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$84.3M 2,092,724 +49,638 +2%
Goldman Sachs
2
Goldman Sachs
New York
$77.6M 1,926,408 -99,226 -5%
Northern Trust
3
Northern Trust
Illinois
$76.3M 1,894,233 +49,854 +3%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$74.5M 1,850,235 +89,090 +5%
Bank of America
5
Bank of America
North Carolina
$71.1M 1,765,165 +1,392,074 +373%
Creative Planning
6
Creative Planning
Kansas
$52.2M 1,297,222 +31,121 +2%
FT
7
Fiduciary Trust
Massachusetts
$36.8M 913,030 -10,871 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$35.3M 875,748 +289,676 +49%
Vontobel Holding
9
Vontobel Holding
Switzerland
$32.2M 800,000 – –
M&T Bank
10
M&T Bank
New York
$30.2M 748,740 +116,355 +18%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$20.1M 499,812 +1,430 +0.3%
CFG
12
Citizens Financial Group
Rhode Island
$19.7M 490,344 +3,660 +0.8%
Betterment LLC
13
Betterment LLC
New York
$19.1M 474,446 +43,716 +10%
AA
14
Acorns Advisers
California
$19M 471,969 +13,232 +3%
UBS Group
15
UBS Group
Switzerland
$18.4M 457,751 -1,266 -0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$18M 447,106 +22,031 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.9M 418,616 +12,204 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.2M 403,320 +4,115 +1%
SEI Investments
19
SEI Investments
Pennsylvania
$15.4M 382,014 +83,070 +28%
Wells Fargo
20
Wells Fargo
California
$14.9M 369,086 +3,544 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$14M 347,743 -6,287 -2%
AI
22
Accredited Investors
Minnesota
$13.8M 342,186 -5,488 -2%
Ameriprise
23
Ameriprise
Minnesota
$12.3M 301,743 -9,054 -3%
SHGA
24
Sand Hill Global Advisors
California
$12M 296,880 -1,551 -0.5%
SWM
25
SigFig Wealth Management
California
$10.5M 260,886 +28,305 +12%
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