ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% 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
50
Increased
156
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.41M
2
Betterment LLC
2
Betterment LLC
New York
$67.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.9M
4
SG
4
Stanich Group
New York
$4.3M
5
FTUS
5
Flow Traders U.S.
New York
$2.94M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$56.5M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$28M
4
CFG
4
Citizens Financial Group
Rhode Island
$7.99M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
FLP
401
Financial Life Planners
Arizona
$127 3 +3 New
BNP Paribas Financial Markets
402
BNP Paribas Financial Markets
France
$42 1 +1 New
MIS
403
Morningstar Investment Services
Illinois
– – -91,363 Closed
RA
404
RFG Advisory
Alabama
– – -14,997 Closed
SAI
405
Savvy Advisors Inc
New York
– – -9,312 Closed
WCF
406
West Coast Financial
California
– – -8,281 Closed
SP
407
SWS Partners
Ohio
– – -7,730 Closed
FHA
408
First Horizon Advisors
Tennessee
– – -6,376 Closed
FPAS
409
Focus Partners Advisor Solutions
Missouri
– – -5,453 Closed
PMG
410
ProVise Management Group
Florida
– – -4,798 Closed
BWL
411
Bogart Wealth LLC
Virginia
– – -3,136 Closed
PW
412
Paladin Wealth
Minnesota
– – -1,417 Closed
HGA
413
Hobbs Group Advisors
South Carolina
– – -609 Closed
LFA
414
LGT Financial Advisors
Texas
– – -526 Closed
FWM
415
Focused Wealth Management
New York
– – -403 Closed
RIA
416
Realta Investment Advisors
Delaware
– – -390 Closed
BWP
417
Baldwin Wealth Partners
Massachusetts
– – -285 Closed
NCM
418
Northwest Capital Management
Oregon
– – -265 Closed
DI
419
DAGCO Inc
Ohio
– – -175 Closed
EB
420
Eastern Bank
Massachusetts
– – -112 Closed
JIP
421
Jaffetilchin Investment Partners
Florida
– – -94 Closed
SCM
422
Sterling Capital Management
North Carolina
– – -11 Closed
TAM
423
Tucker Asset Management
Colorado
– – -2 Closed
13 14 15 16
17