We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
276
Wells Financial Advisors
Massachusetts
$136K +$133K +3,950 +801%
CFGS
277
Concourse Financial Group Securities
Alabama
$133K -$35K -1,037 -19%
PP
278
PrairieView Partners
Minnesota
$132K +$23.3K +691 +19%
LPIC
279
LeJeune Puetz Investment Counsel
Michigan
$127K
AF
280
Allworth Financial
California
$120K +$117K +3,481 +791%
CA
281
Clearstead Advisors
Ohio
$117K -$45.2K -1,340 -26%
FCA
282
FinTrust Capital Advisors
South Carolina
$105K -$8.88K -263 -8%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$102K +$3.1K +92 +3%
OLVIG
284
Oliver Lagore Vanvalin Investment Group
Michigan
$95K -$9.41K -279 -8%
OA
285
Operose Advisors
Wisconsin
$93K
SWM
286
Sugarloaf Wealth Management
Georgia
$93K +$19.5K +578 +24%
WFA
287
Wipfli Financial Advisors
Wisconsin
$90K +$99.1K +2,937 New
BFEC
288
Benjamin F. Edwards & Company
Missouri
$88K -$945 -28 -1%
CWA
289
Carolina Wealth Advisors
South Carolina
$81K +$18.2K +540 +26%
WIM
290
Westside Investment Management
California
$79.4K +$86.4K +2,560 New
TF
291
TimeScale Financial
Massachusetts
$55K
TIM
292
Tortoise Investment Management
New York
$54K
OPW
293
Oxler Private Wealth
New York
$49K +$17.1K +506 New
BWM
294
BerganKDV Wealth Management
Minnesota
$46K
IRC
295
Investors Research Corp
Georgia
$38K +$9.11K +270 +28%
TFS
296
TrustCore Financial Services
Tennessee
$37K -$20.9K -620 -34%
SWA
297
SOA Wealth Advisors
New York
$30K
BCWM
298
Bartlett & Co Wealth Management
Ohio
$28.1K
BC
299
Bartlett & Co
Ohio
$28K
MA
300
MUFG Americas
New York
$27K