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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
34
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.37M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$6.28M
4
FT
4
Fiduciary Trust
Massachusetts
$6.75M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.19M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
BC
2
Brinker Capital
Pennsylvania
$622K
3
MM
3
Main Management
California
$317K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$212K
5
PCA
5
Personal Capital Advisors
California
$317K
Name Market Value Shares Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$535K 18,525 +7,025 +61%
EWA
27
EP Wealth Advisors
California
$495K 17,121 +2,068 +14%
BWM
28
Baystate Wealth Management
Massachusetts
$448K 15,482 +507 +3%
WCWM
29
Willow Creek Wealth Management
California
$448K 15,499 +15,499 New
SBSB
30
Sullivan, Bruyette, Speros & Blaney
Virginia
$436K 15,064 +5,377 +56%
MML Investors Services
31
MML Investors Services
Massachusetts
$430K 14,860 +14,860 New
RCS
32
Retirement Capital Strategies
California
$425K 14,679 +650 +5%
Bank of America
33
Bank of America
North Carolina
$402K 13,887 +1,543 +13%
CRCM
34
Corbett Road Capital Management
Virginia
$379K 13,088 +13,088 New
VCS
35
Vaughan & Co Securities
New Jersey
$379K 13,102 +13,102 New
AIP
36
Ameritas Investment Partners
Nebraska
$349K 12,098 +2,279 +23%
MM
37
Main Management
California
$317K 10,944 -2,287 -17%
PCA
38
Personal Capital Advisors
California
$317K 10,945 -345 -3%
PA
39
Parkside Advisors
California
$317K 10,976 +10,976 New
SFG
40
Sage Financial Group
Pennsylvania
$316K 10,936 – –
MIS
41
Morningstar Investment Services
Illinois
$314K 10,855 +10,855 New
AG
42
Advisor Group
Arizona
$302K 10,433 +10,375 +17,888%
ACM
43
Anfield Capital Management
California
$298K 10,215 +10,215 New
PGA
44
Portland Global Advisors
Maine
$275K 9,500 – –
ACA
45
Affinity Capital Advisors
California
$257K 8,887 +8,887 New
MAG
46
Mokosak Advisory Group
Iowa
$247K 8,546 -195 -2%
SFO
47
Stokes Family Office
Louisiana
$227K 7,850 +7,850 New
GC
48
Grimes & Company
Massachusetts
$214K 7,404 +7,404 New
AAM
49
Autus Asset Management
Arizona
$213K 7,358 +7,358 New
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$212K 7,326 -500 -6%
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