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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$29M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$37.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.62M
4
Northern Trust
4
Northern Trust
Illinois
$26.9M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M
2
BAAM
2
Baker Avenue Asset Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.92M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$920K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$7.32M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$920K 26,957 -34,732 -56%
BWM
52
Baystate Wealth Management
Massachusetts
$822K 24,089 +1,920 +9%
COCM
53
Charter Oak Capital Management
New Hampshire
$805K 23,601 +23,601 New
GC
54
Grimes & Company
Massachusetts
$792K 23,209 +16 +0.1%
SBSB
55
Sullivan, Bruyette, Speros & Blaney
Virginia
$780K 22,858 +4,899 +27%
SFS
56
Sowell Financial Services
Arkansas
$753K 22,055 -464 -2%
HPWM
57
Highland Private Wealth Management
Washington
$746K 21,866 +21,866 New
RZH
58
Relyea Zuckerberg Hanson
Connecticut
$719K 21,080 -37 -0.2%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$718K 21,031 +13,080 +165%
MG
60
Mather Group
Illinois
$683K 20,010 +20,010 New
CA
61
CGN Advisors
Kansas
$636K 18,634 +18,634 New
VCM
62
Vision Capital Management
Oregon
$618K 18,096 +528 +3%
JFA
63
JNBA Financial Advisors
Minnesota
$618K 18,094 +12,720 +237%
HR
64
Hardy Reed
Mississippi
$607K 17,776 +206 +1%
AAM
65
Autus Asset Management
Arizona
$600K 17,582 +1,722 +11%
CWM
66
Cranbrook Wealth Management
Michigan
$572K 16,767 +1,233 +8%
PCA
67
Personal Capital Advisors
California
$561K 16,430 – –
TC
68
Trilogy Capital
California
$553K 16,197 +5,655 +54%
WCWM
69
Willow Creek Wealth Management
California
$552K 16,184 -1,700 -10%
Citadel Advisors
70
Citadel Advisors
Florida
$544K 15,943 -2,515 -14%
HTC
71
Haverford Trust Company
Pennsylvania
$537K 15,720 +240 +2%
Truist Financial
72
Truist Financial
North Carolina
$532K 15,576 +512 +3%
PFA
73
Pathway Financial Advisors
Vermont
$531K 14,052 +4,336 +45%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$528K 15,459 +1,869 +14%
AIP
75
Ameritas Investment Partners
Nebraska
$514K 15,061 +1,054 +8%
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