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iShares ESG Screened S&P Small-Cap ETF
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Overview Fund Activity

73 hedge funds and large institutions have $29.5M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$1.1M
2
BFO
Biltmore Family Office
North Carolina
$1.32M
3
WCF
West Coast Financial
California
$536K
4
HL
HeadInvest LLC
Maine
$453K
5
Franklin Resources
Franklin Resources
California
$2.45M

Top Sellers

1
BRIA
Balanced Rock Investment Advisors
Massachusetts
$1.12M
2
RCS
Retirement Capital Strategies
California
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$444K
5
MWM
Merriman Wealth Management
Washington
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gould Asset Management
California
$346K -$2.67K -65 -0.8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$337K +$7.78K +189 +2%
EFM
28
Eley Financial Management
Vermont
$334K +$32.6K +793 +11%
SFC
29
Sprinkle Financial Consultants
Colorado
$301K +$3.17K +77 +1%
VFA
30
Valeo Financial Advisors
Indiana
$281K +$3.09K +75 +1%
TFO
31
Tarbox Family Office
California
$279K +$823 +20 +0.3%
VC
32
Veracity Capital
Georgia
$278K +$1.19K +29 +0.4%
HCA
33
Heck Capital Advisors
Wisconsin
$278K -$2.92K -71 -1%
PAG
34
Private Advisor Group
New Jersey
$276K +$2.92K +71 +1%
ACM
35
Armbruster Capital Management
New York
$246K -$7.2K -175 -3%
OL
36
Optas LLC
Texas
$245K +$12.7K +308 +5%
PI
37
PFG Investments
New York
$238K +$8.06K +196 +4%
SWP
38
Stratos Wealth Partners
Ohio
$220K +$220K +5,345 New
PWM
39
Parkworth Wealth Management
California
$217K +$217K +5,277 New
NC
40
Napatree Capital
Rhode Island
$211K -$1.93K -47 -0.9%
Osaic Holdings
41
Osaic Holdings
Arizona
$198K +$134K +3,247 +207%
NP
42
NorthRock Partners
Minnesota
$169K +$31.7K +770 +23%
MCM
43
MAI Capital Management
Ohio
$158K +$158K +3,846 New
Bank of America
44
Bank of America
North Carolina
$134K +$85.9K +2,089 +180%
SPIA
45
Steward Partners Investment Advisory
New York
$132K +$20.6K +500 +18%
NA
46
NewEdge Advisors
Louisiana
$121K +$22K +534 +22%
GRP
47
Global Retirement Partners
California
$117K +$1.11K +27 +1%
William Blair & Company
48
William Blair & Company
Illinois
$97.9K – – –
MA
49
MCF Advisors
Kentucky
$93.8K – – –
WTFG
50
Wood Tarver Financial Group
Idaho
$93K +$93K +2,266 New
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