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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

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
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
376
Prudential Financial
New Jersey
– – -12,099 Closed
Bank of New York Mellon
377
Bank of New York Mellon
New York
– – -10,571 Closed
APW
378
Austin Private Wealth
Texas
– – -10,234 Closed
Thrivent Financial for Lutherans
379
Thrivent Financial for Lutherans
Minnesota
– – -10,059 Closed
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
– – -8,670 Closed
CS
381
Credit Suisse
Switzerland
– – -8,067 Closed
OIA
382
OneDigital Investment Advisors
Kansas
– – -7,274 Closed
AWM
383
AE Wealth Management
Kansas
– – -7,209 Closed
WIA
384
World Investment Advisors
California
– – -6,655 Closed
WA
385
Wealth Alliance
New York
– – -6,310 Closed
CA
386
Cetera Advisors
Colorado
– – -6,109 Closed
GIA
387
Goodwin Investment Advisory
Georgia
– – -3,662 Closed
PC
388
Pecaut & Co
Iowa
– – -3,034 Closed
VWM
389
Venturi Wealth Management
Texas
– – -2,351 Closed
Citigroup
390
Citigroup
New York
– – -985 Closed
EWA
391
EverSource Wealth Advisors
Alabama
– – -502 Closed
OLVIG
392
Oliver Lagore Vanvalin Investment Group
Michigan
– – -428 Closed
PWMG
393
Provence Wealth Management Group
California
– – -345 Closed
FIA
394
FNY Investment Advisers
New York
– – -300 Closed
GFPC
395
Global Financial Private Client
Florida
– – -208 Closed
APC
396
Aspire Private Capital
North Carolina
– – -96 Closed
CPG
397
Cornerstone Planning Group
New Jersey
– – -73 Closed
RCM
398
Raleigh Capital Management
North Carolina
– – -33 Closed
BWS
399
Buck Wealth Strategies
Colorado
– – -18 Closed
MHR
400
Matthew Hamilton Rosenberg
– – -8 Closed
12 13 14 15
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