ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
5L
26
55I LLC
Massachusetts
$6.64M 164,722 +17,170 +12%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$6.29M 156,040 +44,133 +39%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.03M 149,525 +22,500 +18%
EWM
29
Empirical Wealth Management
Washington
$5.64M 139,921 +7,575 +6%
FCG
30
Financial Connections Group
California
$5.62M 139,285 +139,285 New
GI
31
Gradient Investments
Minnesota
$5.45M 135,246 +2,441 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$5.4M 133,825 +133,825 New
AA
33
Alesco Advisors
New York
$5.33M 132,220 +26,505 +25%
BlackRock
34
BlackRock
New York
$5.21M 129,147 +8,155 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$5.18M 128,605 +18,694 +17%
SHGA
36
Sand Hill Global Advisors
California
$5.18M 128,471 +30,168 +31%
B
37
Bailard
California
$4.7M 116,467 -1,874 -2%
SHJ
38
Sharkey, Howes & Javer
Colorado
$4.66M 115,644 +90,688 +363%
EWA
39
EP Wealth Advisors
California
$4.39M 108,923 +5,054 +5%
AP
40
Adero Partners
California
$4.34M 107,531 +4,810 +5%
CIAS
41
Capital Investment Advisory Services
North Carolina
$4.2M 104,062 +5,991 +6%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$3.92M 97,317 +33,469 +52%
RJA
43
Raymond James & Associates
Florida
$3.71M 91,887 +14,796 +19%
Wells Fargo
44
Wells Fargo
California
$3.57M 88,468 +44,488 +101%
BEC
45
Blue Edge Capital
Virginia
$3.49M 86,574 +5,004 +6%
MIS
46
Morningstar Investment Services
Illinois
$3.4M 84,303 +11,731 +16%
LGWM
47
Litman Gregory Wealth Management
California
$3.33M 82,660 +2,933 +4%
PA
48
Parkside Advisors
California
$3.25M 80,687 -3,157 -4%
I
49
IMPACTfolio
Colorado
$3.19M 78,992 +78,992 New
CAG
50
Crestwood Advisors Group
Massachusetts
$3.09M 76,642 +4,821 +7%
1
2
3 4 5