ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

329 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, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$1.1M 35,993 +11,505 +47%
RFA
102
Radnor Financial Advisors
Pennsylvania
$1.08M 35,229 +35,229 New
SWG
103
Summit Wealth Group
Vermont
$1.06M 34,579 +4,619 +15%
BCI
104
Brinker Capital Investments
Pennsylvania
$1.06M 34,586 +4,970 +17%
BF
105
Brooklyn FI
New York
$1.06M 34,571 +33,459 +3,009%
QC
106
Quent Capital
New York
$1.04M 33,919 +342 +1%
NCM
107
Northland Capital Management
Minnesota
$1.04M 33,791 -12,730 -27%
EH
108
Equitable Holdings
New York
$1.02M 33,260 +281 +0.9%
WCWM
109
Willow Creek Wealth Management
California
$1.02M 33,229 +2,775 +9%
PGA
110
Portland Global Advisors
Maine
$1.01M 33,055 +11,225 +51%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1M 32,663 -44 -0.1%
WFAG
112
Wescott Financial Advisory Group
Pennsylvania
$994K 32,394 +1,952 +6%
BCM
113
Brookstone Capital Management
Illinois
$982K 31,567 -13,008 -29%
Citadel Advisors
114
Citadel Advisors
Florida
$980K 31,952 +31,952 New
WT
115
Whittier Trust
California
$938K 30,581
Financial Engines Advisors
116
Financial Engines Advisors
California
$916K 29,876 +8,029 +37%
RCG
117
Regatta Capital Group
California
$878K 27,880 +142 +0.5%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$870K 28,377 +4,238 +18%
SHJ
119
Sharkey, Howes & Javer
Colorado
$855K 27,889 -68,978 -71%
LWP
120
Laurel Wealth Planning
Minnesota
$844K 27,520 +5,908 +27%
AAM
121
Autus Asset Management
Arizona
$834K 27,218 -227 -0.8%
WDL
122
Well Done LLC
Michigan
$834K 27,200 +6,280 +30%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$825K 26,906 +1,453 +6%
IWC
124
Integrated Wealth Concepts
Massachusetts
$807K 26,321 -18,869 -42%
DT
125
Diversified Trust
Tennessee
$797K 25,973