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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$6.51M 212,250 +9,757 +5%
HIF
27
Hill Island Financial
Michigan
$6.4M 208,552 +69,786 +50%
SHGA
28
Sand Hill Global Advisors
California
$6.31M 205,615 -5,825 -3%
Wells Fargo
29
Wells Fargo
California
$6.13M 199,833 +12,425 +7%
AA
30
Alesco Advisors
New York
$5.59M 182,186 +35,275 +24%
WI
31
WrapManager Inc
California
$5.48M 178,707 +1,406 +0.8%
EWM
32
Empirical Wealth Management
Washington
$5.41M 176,395 +16,594 +10%
FCG
33
Financial Connections Group
California
$5.34M 174,008 +10,796 +7%
SWP
34
Stratos Wealth Partners
Ohio
$5.19M 169,345 +21,082 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.92M 160,841 +18,719 +13%
B
36
Bailard
California
$4.9M 159,871 +31,662 +25%
PFM
37
Parsec Financial Management
North Carolina
$4.65M 151,588 +20,857 +16%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.19M 136,530 +7,324 +6%
FFN
39
Focus Financial Network
Minnesota
$4.14M 134,303 +2,736 +2%
AP
40
Adero Partners
California
$4.12M 127,975 +4,938 +4%
BlackRock
41
BlackRock
New York
$3.96M 129,038 +5,400 +4%
LGWM
42
Litman Gregory Wealth Management
California
$3.93M 128,002 +16,539 +15%
EWA
43
EP Wealth Advisors
California
$3.75M 122,263 -7,828 -6%
MIS
44
Morningstar Investment Services
Illinois
$3.64M 109,775 +1,629 +2%
GI
45
Gradient Investments
Minnesota
$3.61M 117,638 +1,056 +0.9%
Truist Financial
46
Truist Financial
North Carolina
$3.42M 111,461 +4,126 +4%
ASN
47
Advisory Services Network
Georgia
$3.38M 110,086 +23,704 +27%
WA
48
Wealth Architects
California
$3.21M 104,766 +20,202 +24%
RJA
49
Raymond James & Associates
Florida
$3.18M 103,575 +7,712 +8%
AWA
50
Alaska Wealth Advisors
Alaska
$3.12M 101,685 +101,685 New
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