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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$4.03M 119,703 -3,972 -3%
MIS
52
Morningstar Investment Services
Illinois
$3.88M 114,875 +2,097 +2%
AWA
53
Alaska Wealth Advisors
Alaska
$3.66M 108,835 +5,252 +5%
PA
54
Parkside Advisors
California
$3.49M 103,194 -1,871 -2%
RCG
55
Regatta Capital Group
California
$3.41M 101,368 -348 -0.3%
ASN
56
Advisory Services Network
Georgia
$3.38M 100,479 -22,162 -18%
PAS
57
Park Avenue Securities
New York
$3.33M 98,894 -112,139 -53%
Financial Engines Advisors
58
Financial Engines Advisors
California
$3.21M 94,966 +9,754 +11%
AIA
59
Ally Invest Advisors
North Carolina
$3.15M 93,554 +3,536 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$3.12M 92,764 -75,536 -45%
GC
61
Garde Capital
Washington
$2.98M 88,488 -1,287 -1%
BFA
62
Bluestem Financial Advisors
Illinois
$2.86M 84,959 -314 -0.4%
HIF
63
Hill Island Financial
Michigan
$2.74M 81,564 -1,805 -2%
MAWA
64
Moss Adams Wealth Advisors
Washington
$2.74M 81,244 +9,769 +14%
GI
65
Gradient Investments
Minnesota
$2.68M 79,625 -959 -1%
ADL
66
Asset Dedication LLC
California
$2.68M 79,594 +3,640 +5%
RFWA
67
RPg Family Wealth Advisory
Massachusetts
$2.54M 75,244 +7,514 +11%
Corient Private Wealth
68
Corient Private Wealth
Florida
$2.45M 72,741 -3,857 -5%
IWM
69
Integris Wealth Management
California
$2.36M 70,136 +14,156 +25%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$2.35M 69,707 +44,444 +176%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$2.33M 69,240 -45,403 -40%
FA
72
Financial Advisors
Massachusetts
$2.33M 69,180 +268 +0.4%
CAG
73
Crestwood Advisors Group
Massachusetts
$2.32M 68,964 -2,346 -3%
MG
74
Mather Group
Illinois
$2.31M 68,682 +7,910 +13%
I
75
IMPACTfolio
Colorado
$2.19M 65,153 +65,153 New
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