We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

45 hedge funds and large institutions have $59.5M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

50% more funds holding

Funds holding: 3045 (+15)

23% more capital invested

Capital invested by funds: $48.2M → $59.5M (+$11.3M)

33.65% less ownership

Funds ownership: 139.71%106.06% (-34%)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$125K +$124K +4,653 New
LGWM
27
Litman Gregory Wealth Management
California
$102K +$72.4K +2,718 +257%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$92K +$85.1K +3,198 +1,599%
MWM
29
Mascoma Wealth Management
New Hampshire
$75K +$74K +2,781 New
TAIM
30
TD Ameritrade Investment Management
Nebraska
$62K +$34.4K +1,292 +128%
ADL
31
Asset Dedication LLC
California
$58K -$2.8K -105 -5%
FCA
32
FinTrust Capital Advisors
South Carolina
$55K +$54.7K +2,055 New
FANJ
33
Financial Architects (New Jersey)
New Jersey
$48K +$47.4K +1,780 New
CWM
34
Cranbrook Wealth Management
Michigan
$29K +$29K +1,091 New
TFO
35
Tarbox Family Office
California
$21K
OIA
36
OneDigital Investment Advisors
Kansas
$21K +$20.3K +761 New
PA
37
Parallel Advisors
California
$18K +$17.4K +654 New
Morgan Stanley
38
Morgan Stanley
New York
$18K +$17.6K +661 New
EIP
39
Ellis Investment Partners
Pennsylvania
$7K +$7.21K +271 New
LFG
40
LifePlan Financial Group
Ohio
$3K
AG
41
Advisor Group
Arizona
$2K +$1.54K +58 New
CGI
42
Cougar Global Investments
Ontario, Canada
$2K +$1.65K +62 New
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.56K
AOWM
44
Alpha Omega Wealth Management
Virginia
$1K
Citadel Advisors
45
Citadel Advisors
Florida
-$417K -15,796 Closed
PCA
46
Personal Capital Advisors
California
-$297K -11,249 Closed
Wells Fargo
47
Wells Fargo
California
+$27 +1 New