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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 %
FANJ
76
Financial Architects (New Jersey)
New Jersey
$509K 14,920 +4,472 +43%
FWCM
77
Ferguson Wellman Capital Management
Oregon
$506K 14,818 +550 +4%
FI
78
FormulaFolio Investments
Michigan
$489K 14,333 +14,333 New
Franklin Resources
79
Franklin Resources
California
$483K 14,155 -678 -5%
PAS
80
Park Avenue Securities
New York
$481K 14,101 -15,566 -52%
LA
81
LVW Advisors
New York
$474K 13,901 -384 -3%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$470K 13,780 – –
VCS
83
Vaughan & Co Securities
New Jersey
$458K 13,427 – –
SFG
84
Sage Financial Group
Pennsylvania
$457K 13,381 +687 +5%
EFSCE
85
Enterprise Financial Services Corp (EFSC)
Missouri
$453K 13,263 -65 -0.5%
TIA
86
Traphagen Investment Advisors
New Jersey
$433K 5,037 – –
APA
87
American Portfolios Advisors
New York
$416K 12,201 +12,201 New
PA
88
Paracle Advisors
Washington
$414K 12,135 – –
BCM
89
Brookstone Capital Management
Illinois
$403K 11,797 +11,797 New
BDFN
90
Bond & Devick Financial Network
Minnesota
$389K 11,405 +11,405 New
ODIJL
91
One Day In July LLC
Vermont
$385K 11,283 +11,283 New
WFAG
92
Wescott Financial Advisory Group
Pennsylvania
$382K 11,205 +11,205 New
MAG
93
Mokosak Advisory Group
Iowa
$374K 10,966 -88 -0.8%
MWM
94
Mascoma Wealth Management
New Hampshire
$370K 10,850 +10,850 New
DWT
95
Dorsey & Whitney Trust
South Dakota
$366K 10,700 – –
PAG
96
Private Advisor Group
New Jersey
$355K 10,411 +10,411 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$353K 10,345 +9,616 +1,319%
BAM
98
Baldrige Asset Management
Pennsylvania
$344K 10,071 -642 -6%
BFA
99
Bragg Financial Advisors
North Carolina
$344K 10,073 – –
LNC
100
Lincoln National Corp
Pennsylvania
$344K 10,085 +1,494 +17%
2 3
4
5 6