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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

141 hedge funds and large institutions have $274M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+19
Holders Change %
+15.57%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
75
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M
3
Bank of America
3
Bank of America
North Carolina
$6.05M
4
Ameriprise
4
Ameriprise
Minnesota
$4.71M
5
Northern Trust
5
Northern Trust
Illinois
$18.2M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$115K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$792K
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$6.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$490K
Name Market Value Shares Shares
Change 		Shares
Change %
BIAS
26
Beacon Investment Advisory Services
New Jersey
$1.67M 62,998 +62,998 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.64M 61,689 +19,039 +45%
RFWA
28
RPg Family Wealth Advisory
Massachusetts
$1.63M 61,568 +6,229 +11%
GI
29
Gradient Investments
Minnesota
$1.54M 57,977 +4,116 +8%
SEI Investments
30
SEI Investments
Pennsylvania
$1.44M 54,209 +27,280 +101%
BEC
31
Blue Edge Capital
Virginia
$1.32M 49,738 +1,322 +3%
PA
32
Parkside Advisors
California
$1.28M 48,159 +17,486 +57%
ACA
33
Affinity Capital Advisors
California
$1.27M 47,796 +10,599 +28%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.03M 38,854 +19,459 +100%
Stifel Financial
35
Stifel Financial
Missouri
$1.01M 38,103 +7,129 +23%
SA
36
Stewardship Advisors
Pennsylvania
$1M 34,775 -4,768 -12%
MIS
37
Morningstar Investment Services
Illinois
$990K 37,478 +3,835 +11%
WT
38
Whittier Trust
California
$969K 36,545 – –
BFA
39
Bluestem Financial Advisors
Illinois
$942K 35,516 +23,156 +187%
RWP
40
RWA Wealth Partners
Massachusetts
$941K 35,472 -213 -0.6%
CAG
41
Crestwood Advisors Group
Massachusetts
$929K 35,024 +9,025 +35%
CIAS
42
Capital Investment Advisory Services
North Carolina
$792K 29,847 -11,864 -28%
PAS
43
Park Avenue Securities
New York
$787K 29,667 +11,923 +67%
WP
44
WealthSource Partners
California
$786K 29,647 +8,852 +43%
LGWM
45
Litman Gregory Wealth Management
California
$737K 27,798 +4,086 +17%
ASN
46
Advisory Services Network
Georgia
$689K 25,975 +12,046 +86%
5L
47
55I LLC
Massachusetts
$683K 25,766 +5,290 +26%
BCI
48
Brinker Capital Investments
Pennsylvania
$683K 25,773 +25,773 New
SC
49
Savant Capital
Illinois
$678K 25,566 +6,695 +35%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$636K 23,964 +23,964 New
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