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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 %
VAMG
76
Voisard Asset Management Group
Michigan
– -$52.9K -1,265 Closed
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
– -$5.44K -130 Closed
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