We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mascoma Wealth Management
New Hampshire
$1.91M +$186K +4,674 +11%
BFA
52
Bluestem Financial Advisors
Illinois
$1.87M +$316K +7,958 +21%
OWA
53
One Wealth Advisors
California
$1.85M +$908K +22,827 +99%
OMC
54
Old Mission Capital
Illinois
$1.78M +$128K +3,223 +8%
BWM
55
Baystate Wealth Management
Massachusetts
$1.75M +$692K +17,390 +67%
KFS
56
Kelly Financial Services
Massachusetts
$1.58M +$2.53M +63,618 +38,095%
HGWM
57
Horst & Graben Wealth Management
Oregon
$1.57M +$508K +12,787 +49%
WT
58
Whittier Trust
California
$1.52M
BCM
59
Brookstone Capital Management
Illinois
$1.49M +$677K +17,020 +83%
DT
60
Diversified Trust
Tennessee
$1.45M +$1.43M +35,849 New
SC
61
Savant Capital
Illinois
$1.43M +$116K +2,929 +9%
SFS
62
Sowell Financial Services
Arkansas
$1.36M +$82.9K +2,084 +7%
AA
63
Addison Advisors
Vermont
$1.36M +$1.34M +33,800 New
JMPWA
64
JP Morgan Private Wealth Advisors
California
$1.35M +$226K +5,691 +21%
ASN
65
Advisory Services Network
Georgia
$1.29M +$144K +3,622 +13%
PSUF
66
People's United Financial
Connecticut
$1.28M +$363K +9,132 +40%
Jane Street
67
Jane Street
New York
$1.25M +$1.23M +30,925 New
Prudential Financial
68
Prudential Financial
New Jersey
$1.22M +$534K +13,433 +80%
ST
69
Spinnaker Trust
Maine
$1.21M +$34.9K +877 +3%
GC
70
Grimes & Company
Massachusetts
$1.2M +$190K +4,788 +19%
BWP
71
BSW Wealth Partners
Colorado
$1.19M +$504K +12,669 +76%
TC
72
Trilogy Capital
California
$1.17M +$229K +5,769 +25%
RFC
73
Regions Financial Corp
Alabama
$1.15M +$356K +8,942 +46%
COCM
74
Charter Oak Capital Management
New Hampshire
$1.13M +$221K +5,563 +25%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.11M -$17.7K -445 -2%