We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$7.93M +$6.45M +194,254 +414%
PAS
27
Park Avenue Securities
New York
$7.84M -$947K -28,508 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$7.42M +$7.5M +225,691 New
LPL Financial
29
LPL Financial
California
$7.34M +$345K +10,389 +5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$7.14M -$222K -6,679 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$6.42M -$570K -17,158 -8%
EWM
32
Empirical Wealth Management
Washington
$6.3M +$504K +15,183 +9%
B
33
Bailard
California
$5.89M +$636K +19,159 +12%
AA
34
Alesco Advisors
New York
$5.89M -$106K -3,190 -2%
WI
35
WrapManager Inc
California
$5.47M -$407K -12,249 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.42M +$946K +28,478 +21%
PFM
37
Parsec Financial Management
North Carolina
$5.14M +$153K +4,593 +3%
SWP
38
Stratos Wealth Partners
Ohio
$5.04M -$532K -16,015 -9%
LGWM
39
Litman Gregory Wealth Management
California
$4.95M +$746K +22,476 +18%
FCG
40
Financial Connections Group
California
$4.54M -$1.2M -36,079 -21%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.42M +$2.75M +82,917 +161%
SWM
42
SigFig Wealth Management
California
$4.24M +$908K +27,333 +30%
AP
43
Adero Partners
California
$4.23M +$18.2K +548 +0.4%
WA
44
Wealth Architects
California
$4.19M +$748K +22,519 +21%
EWA
45
EP Wealth Advisors
California
$4.08M +$58.1K +1,750 +1%
MWM
46
Mission Wealth Management
California
$4.07M +$1.87M +56,215 +83%
BlackRock
47
BlackRock
New York
$4.01M -$237K -7,145 -6%
Truist Financial
48
Truist Financial
North Carolina
$3.91M +$247K +7,445 +7%
ASN
49
Advisory Services Network
Georgia
$3.86M +$244K +7,352 +7%
MIS
50
Morningstar Investment Services
Illinois
$3.7M +$59.4K +1,789 +2%