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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

379 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
157
Reduced
122
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
2
Betterment LLC
New York
$72.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.4M
4
AA
4
Acorns Advisers
California
$25.8M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$84.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TDWM
101
Topel & Distasi Wealth Management
California
$1.38M 33,347 +1,925 +6%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.37M 33,189 -1,781 -5%
WA
103
Waverly Advisors
Alabama
$1.36M 32,883 -683 -2%
SWG
104
Summit Wealth Group
Vermont
$1.31M 31,787 -449 -1%
CA
105
CGN Advisors
Kansas
$1.31M 31,728 -11,352 -26%
AWM
106
Axxcess Wealth Management
California
$1.3M 31,569 +3,700 +13%
WT
107
Whittier Trust
California
$1.29M 31,201 – –
MGIA
108
Moneta Group Investment Advisors
Missouri
$1.26M 30,583 -234 -0.8%
AIFS
109
A&I Financial Services
Colorado
$1.24M 30,070 +1,848 +7%
MWG
110
Martin Worley Group
Utah
$1.24M 30,065 -6,316 -17%
GC
111
Grimes & Company
Massachusetts
$1.24M 29,999 +82 +0.3%
GC
112
Garde Capital
Washington
$1.24M 29,981 +51 +0.2%
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
$1.21M 29,294 +5,243 +22%
BIA
114
Bell Investment Advisors
California
$1.21M 29,236 -1,061 -4%
SCM
115
Stordahl Capital Management
Colorado
$1.19M 28,898 +7,748 +37%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.18M 28,645 +8,770 +44%
MML Investors Services
117
MML Investors Services
Massachusetts
$1.13M 27,304 +1,064 +4%
BWP
118
BSW Wealth Partners
Colorado
$1.13M 27,272 +8,555 +46%
ODIJL
119
One Day In July LLC
Vermont
$1.08M 26,212 -74 -0.3%
ACA
120
Aptus Capital Advisors
Alabama
$1.08M 26,037 +18,199 +232%
WAT
121
Wealth Advisory Team
Kentucky
$1.07M 25,986 +25,986 New
TW
122
Towerpoint Wealth
California
$1.06M 25,751 +1,715 +7%
CWM
123
Congress Wealth Management
Massachusetts
$1.06M 25,713 +2,240 +10%
Morgan Stanley
124
Morgan Stanley
New York
$1.06M 25,699 +40 +0.2%
PA
125
Planning Alternatives
Michigan
$1.03M 24,891 -283 -1%
3 4
5
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