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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 %
PAG
101
Pinnacle Advisory Group
Maryland
$342K 10,020 +10,020 New
BSWM
102
Boston Standard Wealth Management
Massachusetts
$341K 9,988 +43 +0.4%
PGA
103
Portland Global Advisors
Maine
$338K 9,900 – –
RA
104
RFG Advisory
Alabama
$338K 9,386 +9,386 New
MM
105
Main Management
California
$334K 9,787 – –
EPP
106
ETF Portfolio Partners
Kansas
$324K 9,504 – –
MCM
107
Maryland Capital Management
Maryland
$324K 9,500 +300 +3%
CFG
108
Citizens Financial Group
Rhode Island
$322K 9,431 +265 +3%
AWA
109
Aaron Wealth Advisors
Illinois
$318K 9,337 +9,337 New
EWA
110
ERTS Wealth Advisors
Michigan
$315K 9,233 +1,707 +23%
BSB
111
Bangor Savings Bank
Maine
$310K 9,070 +9,070 New
CL
112
CPWM LLC
Washington
$306K 8,968 +8,968 New
BWP
113
BSW Wealth Partners
Colorado
$293K 8,575 +8,575 New
TFO
114
Tarbox Family Office
California
$291K 8,540 – –
HighTower Advisors
115
HighTower Advisors
Illinois
$287K 8,439 +8,439 New
5L
116
55I LLC
Massachusetts
$286K 8,375 -17,391 -67%
SFG
117
SNS Financial Group
Minnesota
$283K 8,285 +8,285 New
RJA
118
Raymond James & Associates
Florida
$277K 8,106 +8,106 New
WP
119
WealthSource Partners
California
$275K 8,067 -21,580 -73%
SFO
120
Stokes Family Office
Louisiana
$268K 7,850 – –
AA
121
Alesco Advisors
New York
$266K 7,805 -1,220 -14%
IFAM
122
Institutional & Family Asset Management
Colorado
$262K 7,672 +838 +12%
DAS
123
Dynamic Advisor Solutions
Arizona
$260K 7,608 +7,608 New
OWA
124
Opal Wealth Advisors
New York
$254K 7,437 +7,437 New
OPS
125
Orion Portfolio Solutions
Nebraska
$251K 7,360 -259 -3%
3 4
5
6 7