ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IFAM
276
Institutional & Family Asset Management
Colorado
$215K 5,659 -203 -3%
TWA
277
TCI Wealth Advisors
Arizona
$213K 5,608 +5,608 New
DC
278
Davenport & Co
Virginia
$212K 5,576 +5,576 New
Members Trust
279
Members Trust
Florida
$207K 5,377 +5,377 New
VAF
280
Values Added Financial
District of Columbia
$207K 5,449 -1,423 -21%
CCM
281
Crabel Capital Management
California
$207K 5,433 +5,433 New
KC
282
Kades & Cheifetz
Pennsylvania
$202K 5,322 +5,322 New
LNC
283
Lincoln National Corp
Pennsylvania
$201K 5,287 -1,446 -21%
AWA
284
Aaron Wealth Advisors
Illinois
$201K 5,284 +5,284 New
SI
285
Seeds Investor
New York
$200K 5,270 +5,270 New
HWM
286
Horizons Wealth Management
North Carolina
$195K 5,127 +5,127 New
ACA
287
American Capital Advisory
Idaho
$174K 4,588 +4,588 New
TIM
288
Tortoise Investment Management
New York
$163K 4,287 +105 +3%
CWA
289
Carolina Wealth Advisors
South Carolina
$154K 4,044 +298 +8%
CA
290
Clearstead Advisors
Ohio
$145K 3,813 -3,813 -50%
HPC
291
HM Payson & Co
Maine
$143K 3,765 +2,439 +184%
MFC
292
Morris Financial Concepts
South Carolina
$142K 3,747 +2,367 +172%
FPF
293
First Pacific Financial
Washington
$142K 3,723 +1,796 +93%
UB
294
UMB Bank
Missouri
$126K 3,306 -777 -19%
KFP
295
Keener Financial Planning
Texas
$125K 3,284 +3,284 New
PCMC
296
Private Capital Management (Colorado)
Colorado
$122K 3,220 +858 +36%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$121K 3,172 +20 +0.6%
FCA
298
FinTrust Capital Advisors
South Carolina
$114K 2,992 -83 -3%
GA
299
GoalVest Advisory
New York
$97.3K 2,559
OA
300
Operose Advisors
Wisconsin
$93.5K 2,460 -319 -11%