We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
226
Morgan Stanley
New York
$104K +$56K +1,416 +114%
CPC
227
Consolidated Planning Corp
Georgia
$104K +$105K +2,660 New
SWM
228
Sugarloaf Wealth Management
Georgia
$95K
AF
229
Advisornet Financial
Minnesota
$72K +$54.2K +1,369 +286%
TIM
230
Tortoise Investment Management
New York
$69K +$11.7K +295 +20%
FCM
231
Firestone Capital Management
Florida
$67K
BWM
232
BerganKDV Wealth Management
Minnesota
$59K
PAM
233
PFM Asset Management
Pennsylvania
$51K -$137K -3,472 -73%
CFA
234
Carroll Financial Associates
North Carolina
$51K +$13.3K +336 +34%
HPC
235
HM Payson & Co
Maine
$49K
WFA
236
Wells Financial Advisors
Massachusetts
$40K
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$37.5K +$38K +961 New
TF
238
TimeScale Financial
Massachusetts
$36K +$11.8K +299 +48%
4FG
239
4Thought Financial Group
New York
$27K +$1.34K +34 +5%
CAAS
240
Capital Asset Advisory Services
Michigan
$26K +$40 +1 +0.1%
NFG
241
Next Financial Group
Texas
$19K
JP Morgan Chase
242
JP Morgan Chase
New York
$18K +$18.4K +466 New
TFS
243
TrustCore Financial Services
Tennessee
$17K
GWM
244
Geneos Wealth Management
Colorado
$17K +$40 +1 +0.2%
S
245
SignatureFD
Georgia
$16K
LFG
246
Larson Financial Group
Missouri
$13K
GFPC
247
Global Financial Private Client
Florida
$11.3K +$1.07K +27 +10%
EIP
248
Ellis Investment Partners
Pennsylvania
$10K -$2.25K -57 -17%
KFI
249
Key Financial Inc
Pennsylvania
$9K
KFS
250
Kelly Financial Services
Massachusetts
$8.51K -$2.51M -63,567 -100%