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

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% 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
50
Increased
156
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.41M
2
Betterment LLC
2
Betterment LLC
New York
$67.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.9M
4
SG
4
Stanich Group
New York
$4.3M
5
FTUS
5
Flow Traders U.S.
New York
$2.94M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$56.5M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$28M
4
CFG
4
Citizens Financial Group
Rhode Island
$7.99M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$100M 2,385,728 +30,253 +1%
Northern Trust
2
Northern Trust
Illinois
$85.8M 2,040,286 +32,423 +2%
Bank of America
3
Bank of America
North Carolina
$72.7M 1,729,835 +6,123 +0.4%
Goldman Sachs
4
Goldman Sachs
New York
$67.4M 1,604,036 +12,855 +0.8%
Betterment LLC
5
Betterment LLC
New York
$67.4M 1,602,629 +111,312 +7%
Creative Planning
6
Creative Planning
Kansas
$60.1M 1,429,244 +39,751 +3%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$56.5M 1,343,677 -657,764 -33%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$47.9M 1,138,603 +104,826 +10%
Wells Fargo
9
Wells Fargo
California
$44.3M 1,052,612 +38,763 +4%
FT
10
Fiduciary Trust
Massachusetts
$41.7M 992,461 -2,610 -0.3%
Vontobel Holding
11
Vontobel Holding
Switzerland
$33.6M 800,000 – –
M&T Bank
12
M&T Bank
New York
$28M 666,441 -74,248 -10%
BlackRock
13
BlackRock
New York
$26.5M 630,041 +29,313 +5%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$22.1M 525,287 -327 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$21.9M 520,500 +9,819 +2%
AA
16
Acorns Advisers
California
$21.8M 517,258 +12,098 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$20.2M 479,233 +22,063 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.5M 440,754 -1,320 -0.3%
UBS Group
19
UBS Group
Switzerland
$18.3M 435,573 +15,691 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$16.8M 399,742 +27,511 +7%
SEI Investments
21
SEI Investments
Pennsylvania
$16M 380,855 -13,697 -3%
AI
22
Accredited Investors
Minnesota
$14.4M 341,382 -3,160 -0.9%
HighTower Advisors
23
HighTower Advisors
Illinois
$13.7M 326,352 -354 -0.1%
SHGA
24
Sand Hill Global Advisors
California
$12.9M 305,678 +6,927 +2%
MWM
25
Modera Wealth Management
New Jersey
$12.5M 297,148 +8,737 +3%
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