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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFN
1
Focus Financial Network
Minnesota
$4.85M
2
Northern Trust
2
Northern Trust
Illinois
$63M
3
SC
3
Savant Capital
Illinois
$6.73M
4
BCM
4
Becker Capital Management
Oregon
$2.72M
5
Truist Financial
5
Truist Financial
North Carolina
$6.35M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
PFO
2
Pathstone Family Office
New Jersey
$16.5M
3
EWA
3
EP Wealth Advisors
California
$941K
4
Franklin Resources
4
Franklin Resources
California
$1.96M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$8.05M 236,764 +13,518 +6%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$7.48M 219,989 -5,702 -3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$7.38M 216,972 -82 -0%
PAS
29
Park Avenue Securities
New York
$7M 205,937 -32,609 -14%
EWM
30
Empirical Wealth Management
Washington
$6.82M 200,760 +9,182 +5%
SC
31
Savant Capital
Illinois
$6.73M 197,955 +112,529 +132%
B
32
Bailard
California
$6.59M 193,889 +14,859 +8%
Truist Financial
33
Truist Financial
North Carolina
$6.35M 186,894 +67,988 +57%
AA
34
Alesco Advisors
New York
$6.18M 181,846 +2,850 +2%
PFM
35
Parsec Financial Management
North Carolina
$5.76M 169,569 +13,388 +9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.49M 161,446 -3,562 -2%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.3M 155,841 -39,251 -20%
WI
38
WrapManager Inc
California
$5.14M 151,254 -15,204 -9%
SWM
39
SigFig Wealth Management
California
$5.06M 148,990 +31,174 +26%
FCG
40
Financial Connections Group
California
$4.86M 143,042 +5,113 +4%
FFN
41
Focus Financial Network
Minnesota
$4.85M 142,682 +142,682 New
WA
42
Wealth Architects
California
$4.41M 129,764 +2,479 +2%
ASN
43
Advisory Services Network
Georgia
$4.4M 129,482 +12,044 +10%
BlackRock
44
BlackRock
New York
$4.18M 122,859 +966 +0.8%
MWM
45
Mission Wealth Management
California
$4.15M 122,241 -1,478 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.91M 114,986 -19,566 -15%
MIS
47
Morningstar Investment Services
Illinois
$3.69M 110,535 -1,029 -0.9%
AWA
48
Alaska Wealth Advisors
Alaska
$3.48M 102,246 -4,672 -4%
PA
49
Parkside Advisors
California
$3.42M 100,650 +22,665 +29%
CIAS
50
Capital Investment Advisory Services
North Carolina
$3.16M 92,869 -3,675 -4%
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