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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 %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$82.2M 2,142,789 +292,554 +16%
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$78M 2,026,937 -65,787 -3%
Northern Trust
3
Northern Trust
Illinois
$77.3M 2,006,931 +112,698 +6%
Goldman Sachs
4
Goldman Sachs
New York
$69.7M 1,810,360 -116,048 -6%
Bank of America
5
Bank of America
North Carolina
$66.5M 1,728,072 -37,093 -2%
Betterment LLC
6
Betterment LLC
New York
$53M 1,375,401 +900,955 +190%
Creative Planning
7
Creative Planning
Kansas
$52.3M 1,357,146 +59,924 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$48.7M 1,264,364 +388,616 +44%
FT
9
Fiduciary Trust
Massachusetts
$35.4M 919,963 +6,933 +0.8%
Vontobel Holding
10
Vontobel Holding
Switzerland
$30.8M 800,000 – –
M&T Bank
11
M&T Bank
New York
$29.5M 766,109 +17,369 +2%
BlackRock
12
BlackRock
New York
$23.1M 601,036 +460,179 +327%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$21M 546,568 +46,756 +9%
AA
14
Acorns Advisers
California
$19.5M 507,135 +35,166 +7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$17.2M 446,074 -1,032 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.2M 421,779 +18,459 +5%
UBS Group
17
UBS Group
Switzerland
$16.2M 420,285 -37,466 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$15.5M 401,953 -16,663 -4%
SEI Investments
19
SEI Investments
Pennsylvania
$15.2M 393,680 +11,666 +3%
CFG
20
Citizens Financial Group
Rhode Island
$14.7M 382,698 -107,646 -22%
Wells Fargo
21
Wells Fargo
California
$14M 362,757 -6,329 -2%
AI
22
Accredited Investors
Minnesota
$13M 338,283 -3,903 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$12.2M 315,623 -32,120 -9%
SHGA
24
Sand Hill Global Advisors
California
$11.4M 295,534 -1,346 -0.5%
SWM
25
SigFig Wealth Management
California
$11.3M 292,665 +31,779 +12%
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