We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$35.2K
SWM
327
Spire Wealth Management
Virginia
$35.2K +$10.8K +281 +44%
GRP
328
Global Retirement Partners
California
$34.8K +$2.7K +70 +8%
YAL
329
Your Advocates Ltd
Texas
$34.2K +$39 +1 +0.1%
KB
330
Kimelman & Baird
New York
$28.8K +$28.8K +747 New
CAM
331
Clarity Asset Management
Iowa
$27.7K +$77 +2 +0.3%
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
$27.6K +$27.7K +717 New
AWM
333
Avior Wealth Management
Nebraska
$27.3K +$27.3K +708 New
AAG
334
Armstrong Advisory Group
Massachusetts
$23.9K +$3.05K +79 +15%
HGA
335
Hobbs Group Advisors
South Carolina
$23.4K +$23.5K +609 New
LFA
336
LGT Financial Advisors
Texas
$20.2K +$77 +2 +0.4%
CFO
337
CVA Family Office
Colorado
$19.1K
OP
338
ORG Partners
Indiana
$18.1K +$18.3K +475 New
C
339
Covestor
United Kingdom
$17K +$270 +7 +2%
GLR
340
Great Lakes Retirement
Ohio
$16.7K +$16.7K +433 New
GWM
341
Geneos Wealth Management
Colorado
$16.3K +$39 +1 +0.2%
PMFA
342
Plante Moran Financial Advisors
Michigan
$15.8K +$15.9K +411 New
AIC
343
Archer Investment Corporation
Indiana
$13.9K
EWP
344
Elevation Wealth Partners
California
$13.9K
DP
345
Denver PWM
Colorado
$12.1K +$12.1K +314 New
BWP
346
Baldwin Wealth Partners
Massachusetts
$11K
NCM
347
Northwest Capital Management
Oregon
$10.2K -$8.69K -225 -46%
CTWM
348
Cherry Tree Wealth Management
Minnesota
$9.55K
CFFP
349
Center for Financial Planning
Michigan
$8.39K
IWP
350
IAG Wealth Partners
Wisconsin
$7.12K