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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

219 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
219
Holders Change
+42
Holders Change %
+23.73%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
52
Increased
105
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$65.8M
2
Northern Trust
2
Northern Trust
Illinois
$39.6M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$49.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.07M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$30.8M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.78M
4
FWCM
4
Ferguson Wellman Capital Management
Oregon
$0
5
FI
5
FormulaFolio Investments
Michigan
$104K
Name Market Value Shares Shares
Change 		Shares
Change %
AP
26
Adero Partners
California
$3.45M 89,461 +35,784 +67%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.42M 88,784 +8,320 +10%
LPL Financial
28
LPL Financial
California
$3.39M 87,884 +30,139 +52%
PAS
29
Park Avenue Securities
New York
$3.19M 82,664 +68,563 +486%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.14M 81,535 +54,578 +202%
SEI Investments
31
SEI Investments
Pennsylvania
$2.94M 86,067 – –
BEC
32
Blue Edge Capital
Virginia
$2.63M 68,341 +17,165 +34%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$2.57M 66,719 +20,737 +45%
RJA
34
Raymond James & Associates
Florida
$2.52M 65,445 +57,339 +707%
BIAS
35
Beacon Investment Advisory Services
New Jersey
$2.49M 64,576 – –
TAIM
36
TD Ameritrade Investment Management
Nebraska
$2.42M 70,773 – –
PA
37
Parkside Advisors
California
$2.41M 62,625 +5,519 +10%
RWP
38
RWA Wealth Partners
Massachusetts
$2.36M 61,343 +10,115 +20%
CAG
39
Crestwood Advisors Group
Massachusetts
$2.35M 60,972 +2,625 +4%
5L
40
55I LLC
Massachusetts
$2.3M 59,680 +51,305 +613%
ACA
41
Affinity Capital Advisors
California
$2.03M 52,739 -5,921 -10%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.95M 50,658 +4,961 +11%
PBT
43
Pictet Bank & Trust
Bahamas
$1.93M 50,000 – –
MIS
44
Morningstar Investment Services
Illinois
$1.9M 49,666 +4,722 +11%
Stifel Financial
45
Stifel Financial
Missouri
$1.76M 45,627 +5,586 +14%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.71M 44,429 +35,990 +426%
MWM
47
Mascoma Wealth Management
New Hampshire
$1.64M 42,531 +31,681 +292%
OMC
48
Old Mission Capital
Illinois
$1.57M 40,853 +40,853 New
TAS
49
TIFF Advisory Services
Pennsylvania
$1.5M 16,451 +16,451 New
AIA
50
Ally Invest Advisors
North Carolina
$1.49M 38,684 +8,246 +27%
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