We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Affinity Capital Advisors
California
$1.55M -$72K -2,134 -4%
PAG
77
Private Advisor Group
New Jersey
$1.55M +$62.2K +1,843 +4%
SPIA
78
Steward Partners Investment Advisory
New York
$1.53M +$8.03K +238 +0.5%
HI
79
Harbour Investments
Wisconsin
$1.51M
COCM
80
Charter Oak Capital Management
New Hampshire
$1.5M -$6.82K -202 -0.4%
VCM
81
Vision Capital Management
Oregon
$1.5M -$45.7K -1,355 -3%
Franklin Resources
82
Franklin Resources
California
$1.44M +$531K +15,732 +50%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.38M -$276K -8,166 -15%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$1.37M +$276K +8,184 +22%
ADL
85
Asset Dedication LLC
California
$1.37M +$413K +12,237 +38%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.36M +$53.8K +1,593 +4%
BWP
87
BSW Wealth Partners
Colorado
$1.34M +$359K +10,632 +32%
KAS
88
Kestra Advisory Services
Texas
$1.34M -$32K -948 -2%
MG
89
Mather Group
Illinois
$1.33M +$314K +9,314 +27%
HGWM
90
Horst & Graben Wealth Management
Oregon
$1.3M +$10.5K +312 +0.7%
TC
91
Trilogy Capital
California
$1.29M +$29K +860 +2%
SC
92
Stephens Consulting
Michigan
$1.29M -$88.5K -2,624 -6%
PWM
93
Perigon Wealth Management
California
$1.27M +$340K +10,062 +32%
Prudential Financial
94
Prudential Financial
New Jersey
$1.24M -$38.1K -1,129 -3%
AC
95
Apella Capital
Connecticut
$1.21M +$82.5K +2,444 +7%
ST
96
Spinnaker Trust
Maine
$1.2M +$64.9K +1,922 +5%
WP
97
WealthSource Partners
California
$1.14M -$30K -889 -2%
BWM
98
Baystate Wealth Management
Massachusetts
$1.14M -$17.5K -520 -1%
TRCT
99
Tower Research Capital (TRC)
New York
$1.13M +$1.19M +35,176 +2,350%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.12M +$20.3K +601 +2%