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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.8M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.67M
4
M&T Bank
4
M&T Bank
New York
$20.2M
5
Creative Planning
5
Creative Planning
Kansas
$33.4M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.03M
2
AWA
2
Aaron Wealth Advisors
Illinois
$431K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M
5
Truist Financial
5
Truist Financial
North Carolina
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$6.38M 202,493 -32,347 -14%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.99M 190,154 +28,411 +18%
Wells Fargo
28
Wells Fargo
California
$5.9M 187,408 +4,505 +2%
WI
29
WrapManager Inc
California
$5.59M 177,301 +300 +0.2%
FCG
30
Financial Connections Group
California
$5.14M 163,212 +7,806 +5%
EWM
31
Empirical Wealth Management
Washington
$5.03M 159,801 +8,723 +6%
SWP
32
Stratos Wealth Partners
Ohio
$4.67M 148,263 +148,263 New
AA
33
Alesco Advisors
New York
$4.63M 146,911 +9,100 +7%
HighTower Advisors
34
HighTower Advisors
Illinois
$4.47M 142,122 +3,347 +2%
HIF
35
Hill Island Financial
Michigan
$4.37M 138,766 +9,130 +7%
FFN
36
Focus Financial Network
Minnesota
$4.14M 131,567 +7,042 +6%
PFM
37
Parsec Financial Management
North Carolina
$4.12M 130,731 +21,387 +20%
EWA
38
EP Wealth Advisors
California
$4.1M 130,091 +16,782 +15%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.07M 129,206 -19,346 -13%
B
40
Bailard
California
$4.04M 128,209 +12,902 +11%
AP
41
Adero Partners
California
$3.92M 123,037 -1,640 -1%
BlackRock
42
BlackRock
New York
$3.9M 123,638 -4,432 -3%
CIAS
43
Capital Investment Advisory Services
North Carolina
$3.73M 118,519 +4,424 +4%
GI
44
Gradient Investments
Minnesota
$3.67M 116,582 -13,998 -11%
LGWM
45
Litman Gregory Wealth Management
California
$3.51M 111,463 +14,833 +15%
MIS
46
Morningstar Investment Services
Illinois
$3.45M 108,146 +13,380 +14%
Truist Financial
47
Truist Financial
North Carolina
$3.38M 107,335 -131,001 -55%
GC
48
Garde Capital
Washington
$3.13M 99,347 +24,163 +32%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$3.08M 97,706 +933 +1%
SHJ
50
Sharkey, Howes & Javer
Colorado
$3.05M 96,867 -24,748 -20%
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