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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

88 hedge funds and large institutions have $99.8M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
49
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.8M
2
Northern Trust
2
Northern Trust
Illinois
$2.33M
3
Creative Planning
3
Creative Planning
Kansas
$7.09M
4
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$1.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$45K
3
UBS Group
3
UBS Group
Switzerland
$3.51M
4
EOJOAM
4
E. Ohman J:or Asset Management
Sweden
$0
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$531K 26,632 +6,439 +32%
BC
27
Brinker Capital
Pennsylvania
$522K 26,189 +4,694 +22%
PA
28
Parkside Advisors
California
$465K 23,288 +12,312 +112%
GI
29
Gradient Investments
Minnesota
$463K 23,233 +2,388 +11%
FTIOP
30
Fiduciary Trust International of Pennsylvania
Pennsylvania
$439K 22,011 +22,011 New
SFS
31
Sowell Financial Services
Arkansas
$427K 21,403 -896 -4%
VCM
32
Vision Capital Management
Oregon
$380K 19,054 +19,054 New
LGWM
33
Litman Gregory Wealth Management
California
$378K 18,944 +12,634 +200%
BWM
34
Baystate Wealth Management
Massachusetts
$365K 18,302 +2,820 +18%
MML Investors Services
35
MML Investors Services
Massachusetts
$364K 18,253 +3,393 +23%
SBSB
36
Sullivan, Bruyette, Speros & Blaney
Virginia
$360K 18,062 +2,998 +20%
WCWM
37
Willow Creek Wealth Management
California
$346K 17,327 +1,828 +12%
Bank of America
38
Bank of America
North Carolina
$344K 17,256 +3,369 +24%
SEI Investments
39
SEI Investments
Pennsylvania
$323K 16,173 +16,173 New
HR
40
Hardy Reed
Mississippi
$290K 14,546 +14,546 New
SFG
41
Sage Financial Group
Pennsylvania
$274K 13,723 +2,787 +25%
SC
42
Savant Capital
Illinois
$269K 13,502 +13,502 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$260K 13,030 +13,030 New
AIP
44
Ameritas Investment Partners
Nebraska
$259K 13,032 +934 +8%
Truist Financial
45
Truist Financial
North Carolina
$253K 12,702 -19,953 -61%
CWM
46
Cranbrook Wealth Management
Michigan
$241K 12,081 +4,999 +71%
PA
47
Paracle Advisors
Washington
$239K 12,020 +12,020 New
AAM
48
Autus Asset Management
Arizona
$237K 11,883 +4,525 +61%
PCA
49
Personal Capital Advisors
California
$234K 11,718 +773 +7%
MAG
50
Mokosak Advisory Group
Iowa
$211K 10,568 +2,022 +24%
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