ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
PP
226
PrairieView Partners
Minnesota
$388K -$30.4K -723 -7%
PPW
227
Presilium Private Wealth
Pennsylvania
$383K +$20.6K +490 +6%
MFA
228
McClarren Financial Advisors
Pennsylvania
$378K +$150K +3,560 +66%
VAF
229
Values Added Financial
District of Columbia
$376K +$125K +2,981 +50%
SPIA
230
Steward Partners Investment Advisory
New York
$371K +$40.2K +956 +12%
EH
231
Equitable Holdings
New York
$367K +$2.61K +62 +0.7%
FA
232
Fountainhead AM
New Jersey
$366K -$11.9K -284 -3%
SFP
233
Sandbox Financial Partners
Maryland
$364K +$37.2K +884 +11%
FNB
234
Farmers National Bank
Kentucky
$363K +$363K +8,632 New
MAG
235
Mokosak Advisory Group
Iowa
$361K -$4.37K -104 -1%
NA
236
Nautilus Advisors
California
$350K +$350K +8,335 New
FF
237
Financial Futures
New Jersey
$350K -$4.96K -118 -1%
CAL
238
Capital Analysts LLC
Pennsylvania
$342K -$295 -7 -0.1%
CFGS
239
Concourse Financial Group Securities
Alabama
$335K -$15.2K -347 -4%
OWA
240
One Wealth Advisors
California
$334K -$673 -16 -0.2%
AFG
241
Atomi Financial Group
New York
$328K +$328K +7,804 New
JFA
242
JNBA Financial Advisors
Minnesota
$328K -$11.7K -279 -3%
PA
243
Pinnacle Associates
New York
$327K +$17.8K +424 +6%
OFP
244
OLIO Financial Planning
Virginia
$326K +$326K +7,757 New
FPF
245
First Pacific Financial
Washington
$324K +$55.3K +1,315 +21%
GWA
246
GGM Wealth Advisors
Maryland
$313K +$5.3K +126 +2%
JBA
247
Johnson Bixby & Associates
Washington
$305K +$9.88K +235 +3%
AWM
248
Apollon Wealth Management
South Carolina
$301K +$37.1K +882 +14%
HBT
249
Hills Bank & Trust
Iowa
$295K -$18.6K -443 -6%
WFA
250
Wells Financial Advisors
Massachusetts
$294K +$13K +310 +5%