ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 115 reducing their positions, and 18 closing their positions.

Holders
368
Holders Change
+8
Holders Change %
+2.22%
% 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
34
Increased
159
Reduced
115
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.3M
3
HPC
3
HM Payson & Co
Maine
$7.18M
4
M&T Bank
4
M&T Bank
New York
$30.2M
5
KF
5
Krilogy Financial
Missouri
$4.29M

Top Sellers

1
FFN
1
Focus Financial Network
Minnesota
$369K
2
MIS
2
Morningstar Investment Services
Illinois
$4.06M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$288K
5
FGAM
5
Financial Gravity Asset Management
Texas
$48.6K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
301
Tortoise Investment Management
New York
$174K 4,314 +27 +0.6%
CA
302
Continuum Advisory
Idaho
$166K 4,234 +4,234 New
CWA
303
Carolina Wealth Advisors
South Carolina
$163K 4,044 – –
CA
304
Clearstead Advisors
Ohio
$150K 3,813 – –
FPF
305
First Pacific Financial
Washington
$146K 3,613 -110 -3%
CA
306
CoreCap Advisors
Michigan
$139K 3,449 +3,449 New
UB
307
UMB Bank
Missouri
$133K 3,306 – –
KFP
308
Keener Financial Planning
Texas
$133K 3,284 – –
PCMC
309
Private Capital Management (Colorado)
Colorado
$130K 3,220 – –
BFEC
310
Benjamin F. Edwards & Company
Missouri
$127K 3,162 -10 -0.3%
ACA
311
American Capital Advisory
Idaho
$107K 3,162 -1,426 -31%
GA
312
GoalVest Advisory
New York
$103K 2,559 – –
OA
313
Operose Advisors
Wisconsin
$99.3K 2,466 +6 +0.2%
Comerica Bank
314
Comerica Bank
Texas
$99.1K 2,462 +7 +0.3%
KHC
315
Koesten Hirschmann & Crabtree
Kansas
$83.8K 2,080 – –
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$78.2K 1,941 +5 +0.3%
AWM
317
Atticus Wealth Management
Florida
$73.7K 1,829 +4 +0.2%
4FG
318
4Thought Financial Group
New York
$70.9K 1,760 +657 +60%
BWL
319
Bogart Wealth LLC
Virginia
$66.3K 1,647 -15 -0.9%
VAMG
320
Voisard Asset Management Group
Michigan
$63.9K 1,587 – –
FIM
321
Fernwood Investment Management
Massachusetts
$61.9K 1,536 +1,536 New
IRC
322
Investors Research Corp
Georgia
$61.5K 1,526 – –
PS
323
Principal Securities
Iowa
$59.3K 1,473 – –
FCA
324
FinTrust Capital Advisors
South Carolina
$50.3K 1,248 -1,744 -58%
FGAM
325
Financial Gravity Asset Management
Texas
$48.6K 1,257 -67,967 -98%
11 12
13
14 15