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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$29M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$37.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.62M
4
Northern Trust
4
Northern Trust
Illinois
$26.9M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M
2
BAAM
2
Baker Avenue Asset Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.92M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$920K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$7.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
26
Capital Investment Advisory Services
North Carolina
$2.45M 71,912 +42,065 +141%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$2.42M 70,773 +6,925 +11%
M&T Bank
28
M&T Bank
New York
$2.22M 65,103 +65,103 New
BIAS
29
Beacon Investment Advisory Services
New Jersey
$2.2M 64,576 +1,578 +3%
RFWA
30
RPg Family Wealth Advisory
Massachusetts
$2.08M 61,079 -489 -0.8%
ACA
31
Affinity Capital Advisors
California
$2M 58,660 +10,864 +23%
CAG
32
Crestwood Advisors Group
Massachusetts
$1.99M 58,347 +23,323 +67%
LPL Financial
33
LPL Financial
California
$1.97M 57,745 +44,010 +320%
PA
34
Parkside Advisors
California
$1.95M 57,106 +8,947 +19%
AP
35
Adero Partners
California
$1.83M 53,677 +35,967 +203%
RWP
36
RWA Wealth Partners
Massachusetts
$1.75M 51,228 +15,756 +44%
BEC
37
Blue Edge Capital
Virginia
$1.75M 51,176 +1,438 +3%
PBT
38
Pictet Bank & Trust
Bahamas
$1.71M 50,000 -20,000 -29%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.57M 45,982 +22,018 +92%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.56M 45,697 +6,843 +18%
GI
41
Gradient Investments
Minnesota
$1.54M 57,977 – –
MIS
42
Morningstar Investment Services
Illinois
$1.53M 44,944 +7,466 +20%
Stifel Financial
43
Stifel Financial
Missouri
$1.37M 40,041 +1,938 +5%
BFA
44
Bluestem Financial Advisors
Illinois
$1.28M 37,587 +2,071 +6%
WT
45
Whittier Trust
California
$1.25M 36,545 – –
SA
46
Stewardship Advisors
Pennsylvania
$1.22M 35,843 +1,068 +3%
SC
47
Savant Capital
Illinois
$1.07M 31,325 +5,759 +23%
LGWM
48
Litman Gregory Wealth Management
California
$1.05M 30,772 +2,974 +11%
ASN
49
Advisory Services Network
Georgia
$1.04M 30,423 +4,448 +17%
AIA
50
Ally Invest Advisors
North Carolina
$1.04M 30,438 +8,641 +40%
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