ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFN
1
Focus Financial Network
Minnesota
$4.85M
2
Northern Trust
2
Northern Trust
Illinois
$63M
3
SC
3
Savant Capital
Illinois
$6.73M
4
BCM
4
Becker Capital Management
Oregon
$2.72M
5
Truist Financial
5
Truist Financial
North Carolina
$6.35M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
PFO
2
Pathstone Family Office
New Jersey
$16.5M
3
EWA
3
EP Wealth Advisors
California
$941K
4
Franklin Resources
4
Franklin Resources
California
$1.96M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$1.93M 56,916 +17,572 +45%
VCM
77
Vision Capital Management
Oregon
$1.93M 56,869 -1,797 -3%
OFG
78
Omega Financial Group
California
$1.85M 54,550 +2,870 +6%
RFC
79
Regions Financial Corp
Alabama
$1.84M 54,002 +691 +1%
WCWM
80
Willow Creek Wealth Management
California
$1.81M 53,105 -278 -0.5%
MWM
81
Mascoma Wealth Management
New Hampshire
$1.8M 53,834 +486 +0.9%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$1.8M 52,880 +10,817 +26%
IWM
83
Integris Wealth Management
California
$1.79M 52,621 +2,903 +6%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$1.79M 52,563 -1,419 -3%
Stifel Financial
85
Stifel Financial
Missouri
$1.78M 52,282 -8,018 -13%
HI
86
Harbour Investments
Wisconsin
$1.77M 52,036 +7,746 +17%
SC
87
Stephens Consulting
Michigan
$1.76M 51,887 +2,365 +5%
SPIA
88
Steward Partners Investment Advisory
New York
$1.68M 49,462 -3,970 -7%
AWS
89
Atria Wealth Solutions
New York
$1.66M 48,812 -7,175 -13%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$1.65M 48,425 +3,571 +8%
ACA
91
Affinity Capital Advisors
California
$1.53M 45,019 -2,812 -6%
COCM
92
Charter Oak Capital Management
New Hampshire
$1.5M 44,150 +1,583 +4%
LWP
93
Laurel Wealth Planning
Minnesota
$1.42M 41,631 +5,485 +15%
TC
94
Trilogy Capital
California
$1.4M 41,136 +1,049 +3%
BWM
95
Baystate Wealth Management
Massachusetts
$1.37M 40,280 -1,745 -4%
PWM
96
Perigon Wealth Management
California
$1.32M 38,728 -3,128 -7%
FF
97
Francis Financial
$1.31M 38,439 +38,439 New
IWC
98
Integrated Wealth Concepts
Massachusetts
$1.3M 38,298 +1,143 +3%
HTC
99
Haverford Trust Company
Pennsylvania
$1.26M 37,047 +4,215 +13%
CAN
100
Cetera Advisor Networks
California
$1.18M 34,670 -4,438 -11%
2 3
4
5 6