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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

366 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, 161 increasing their positions, 128 reducing their positions, and 24 closing their positions.

Holders
366
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
161
Reduced
128
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$53M
2
BlackRock
2
BlackRock
New York
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.7M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$82.2M
5
Northern Trust
5
Northern Trust
Illinois
$77.3M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$344K
2
Goldman Sachs
2
Goldman Sachs
New York
$69.7M
3
CFG
3
Citizens Financial Group
Rhode Island
$14.7M
4
Franklin Resources
4
Franklin Resources
California
$2.04M
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAMV
376
Concord Asset Management (Virginia)
Virginia
– – -7,970 Closed
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
– – -6,839 Closed
RBA
378
Richard Bernstein Advisors
New York
– – -6,466 Closed
GS
379
GTS Securities
New York
– – -5,690 Closed
NA
380
Nottingham Advisors
New York
– – -5,262 Closed
LNC
381
Lincoln National Corp
Pennsylvania
– – -5,193 Closed
VCM
382
Viewpoint Capital Management
Washington
– – -5,000 Closed
FIM
383
Fernwood Investment Management
Massachusetts
– – -1,536 Closed
FGAM
384
Financial Gravity Asset Management
Texas
– – -1,257 Closed
Bank of Montreal
385
Bank of Montreal
Ontario, Canada
– – -397 Closed
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
– – -307 Closed
ACA
387
Aptus Capital Advisors
Alabama
– – -267 Closed
FSWA
388
Financial Synergies Wealth Advisors
Texas
– – -254 Closed
GWP
389
Gen-Wealth Partners
Michigan
– – -180 Closed
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -141 Closed
OSAM
391
O'Shaughnessy Asset Management
Connecticut
– – – –
12 13 14 15
16