ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SWG
101
Summit Wealth Group
Vermont
$1.01M 24,957 +9,377 +60%
QC
102
Quent Capital
New York
$1M 24,904 +24,904 New
WA
103
Wealth Architects
California
$998K 24,764 +24,764 New
KAS
104
Kestra Advisory Services
Texas
$990K 24,561 +2,732 +13%
Franklin Resources
105
Franklin Resources
California
$974K 24,155 +1,734 +8%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$972K 24,117 +8,643 +56%
APA
107
American Portfolios Advisors
New York
$969K 24,040 +6,334 +36%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$961K 23,843 +14,114 +145%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$952K 23,606 +4,939 +26%
Morgan Stanley
110
Morgan Stanley
New York
$952K 23,620 +20,958 +787%
CCG
111
Capital CS Group
California
$951K 23,592 +13,061 +124%
T
112
TCWP
Ohio
$948K 23,515 +23,515 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$936K 23,208 +7,104 +44%
SPIA
114
Steward Partners Investment Advisory
New York
$933K 23,134 +395 +2%
AWM
115
AE Wealth Management
Kansas
$932K 23,125 +9,885 +75%
SWM
116
SigFig Wealth Management
California
$921K 23,022 +6,274 +37%
HTC
117
Haverford Trust Company
Pennsylvania
$911K 22,598 – –
HR
118
Hardy Reed
Mississippi
$879K 21,812 +816 +4%
WA
119
Wealth Alliance
New York
$866K 21,474 +1,737 +9%
SFS
120
Sowell Financial Services
Arkansas
$864K 21,423 +3,736 +21%
JFA
121
JNBA Financial Advisors
Minnesota
$850K 21,070 -457 -2%
APW
122
Austin Private Wealth
Texas
$834K 20,692 +3,563 +21%
LNC
123
Lincoln National Corp
Pennsylvania
$821K 20,359 +1,979 +11%
WCWM
124
Willow Creek Wealth Management
California
$814K 20,184 +5,702 +39%
CWM
125
Congress Wealth Management
Massachusetts
$814K 20,181 +20,181 New
3 4
5
6 7