We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$4.51M +$157K +3,951 +4%
EWM
27
Empirical Wealth Management
Washington
$4.17M +$540K +13,582 +15%
BlackRock
28
BlackRock
New York
$4.09M +$11K +276 +0.3%
EWA
29
EP Wealth Advisors
California
$4M +$127K +3,197 +3%
AP
30
Adero Partners
California
$3.9M +$288K +7,239 +8%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$3.9M +$1.19M +29,917 +45%
CIAS
32
Capital Investment Advisory Services
North Carolina
$3.8M +$118K +2,960 +3%
SHGA
33
Sand Hill Global Advisors
California
$3.77M +$112K +2,826 +3%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$3.59M +$719K +18,085 +26%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$3.17M +$1.11M +27,986 +55%
PA
36
Parkside Advisors
California
$3.04M +$507K +12,750 +20%
RJA
37
Raymond James & Associates
Florida
$3M +$356K +8,953 +14%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.96M +$1.15M +28,991 +65%
CAG
39
Crestwood Advisors Group
Massachusetts
$2.75M +$287K +7,212 +12%
AA
40
Acorns Advisers
California
$2.66M +$2.62M +65,883 New
RFWA
41
RPg Family Wealth Advisory
Massachusetts
$2.63M +$2.59M +65,219 New
BIAS
42
Beacon Investment Advisory Services
New Jersey
$2.61M
RWP
43
RWA Wealth Partners
Massachusetts
$2.57M +$93.6K +2,354 +4%
BEC
44
Blue Edge Capital
Virginia
$2.55M -$201K -5,058 -7%
MIS
45
Morningstar Investment Services
Illinois
$2.49M +$484K +12,175 +25%
ACA
46
Affinity Capital Advisors
California
$2.13M +$6.04K +152 +0.3%
Stifel Financial
47
Stifel Financial
Missouri
$2.09M +$242K +6,090 +13%
WP
48
WealthSource Partners
California
$2.08M +$746K +18,759 +57%
SA
49
Stewardship Advisors
Pennsylvania
$2.07M +$580K +14,595 +40%
AIA
50
Ally Invest Advisors
North Carolina
$1.94M +$377K +9,480 +25%