ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M
2
Ameriprise
2
Ameriprise
Minnesota
$24.7M
3
Northern Trust
3
Northern Trust
Illinois
$82.6M
4
RFC
4
Regions Financial Corp
Alabama
$4.62M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$93.9M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$4.35M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
I
5
IMPACTfolio
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.2M 265,053 +1,103 +0.4%
EWM
27
Empirical Wealth Management
Washington
$9.89M 257,404 +3,592 +1%
SWM
28
SigFig Wealth Management
California
$9.19M 238,913 +11,630 +5%
WA
29
Wealth Architects
California
$8.53M 222,167 +1,908 +0.9%
LPL Financial
30
LPL Financial
California
$8.31M 216,359 +9,055 +4%
EWA
31
EP Wealth Advisors
California
$7.88M 205,118 -2,729 -1%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$7.59M 197,707 +2,567 +1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.41M 192,936 +7,728 +4%
B
34
Bailard
California
$7.02M 182,684 -3,023 -2%
ASN
35
Advisory Services Network
Georgia
$6.55M 170,592 +4,822 +3%
LGWM
36
Litman Gregory Wealth Management
California
$6.31M 164,295 -21,760 -12%
AA
37
Alesco Advisors
New York
$5.97M 155,437 +30,587 +24%
HPC
38
HM Payson & Co
Maine
$5.86M 152,663 -7,936 -5%
SC
39
Savant Capital
Illinois
$5.84M 152,138 -19,637 -11%
Raymond James Financial
40
Raymond James Financial
Florida
$5.77M 150,165 +21,587 +17%
Truist Financial
41
Truist Financial
North Carolina
$5.45M 141,863 -27,545 -16%
AIA
42
Ally Invest Advisors
North Carolina
$5.12M 133,240 +2,030 +2%
Financial Engines Advisors
43
Financial Engines Advisors
California
$4.88M 126,929 -1,706 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$4.82M 125,417 -14,000 -10%
RFC
45
Regions Financial Corp
Alabama
$4.62M 120,301 +64,572 +116%
PA
46
Parkside Advisors
California
$4.55M 118,454 +1,487 +1%
AWA
47
Alaska Wealth Advisors
Alaska
$4.47M 116,334 -6,352 -5%
CFG
48
Citizens Financial Group
Rhode Island
$4.35M 113,213 -76,737 -40%
RCG
49
Regatta Capital Group
California
$4.33M 112,813 +30,619 +37%
SG
50
Stanich Group
New York
$4.25M 110,654 +8,370 +8%
1
2
3 4 5