We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
101
Financial Engines Advisors
California
$1.26M +$284K +8,539 +29%
HGWM
102
Horst & Graben Wealth Management
Oregon
$1.26M -$131K -3,935 -9%
RWA
103
Ropes Wealth Advisors
Massachusetts
$1.24M +$1.26M +37,847 New
RJA
104
Raymond James & Associates
Florida
$1.23M -$2.19M -66,043 -64%
Prudential Financial
105
Prudential Financial
New Jersey
$1.23M -$87.3K -2,630 -7%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.22M +$360K +10,834 +41%
TRCT
107
Tower Research Capital (TRC)
New York
$1.21M -$332 -10 -0%
QC
108
Quent Capital
New York
$1.2M +$88.7K +2,670 +8%
LWP
109
Laurel Wealth Planning
Minnesota
$1.19M +$286K +8,626 +31%
SWG
110
Summit Wealth Group
Vermont
$1.15M +$15.4K +464 +1%
WP
111
WealthSource Partners
California
$1.12M -$110K -3,305 -9%
PGA
112
Portland Global Advisors
Maine
$1.09M
HTC
113
Haverford Trust Company
Pennsylvania
$1.08M +$256K +7,695 +31%
BF
114
Brooklyn FI
New York
$1.08M -$1.08M -32,636 -94%
SHJ
115
Sharkey, Howes & Javer
Colorado
$1.07M +$150K +4,509 +16%
WFAG
116
Wescott Financial Advisory Group
Pennsylvania
$1.06M -$5.05K -152 -0.5%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$1.02M -$185K -5,557 -15%
EH
118
Equitable Holdings
New York
$1.01M -$87.1K -2,623 -8%
AssetMark Inc
119
AssetMark Inc
California
$1M +$163K +4,897 +19%
GW
120
GW & Wade
Massachusetts
$994K +$402K +12,118 +67%
CAM
121
Crestone Asset Management
Colorado
$993K +$185K +5,571 +23%
WT
122
Whittier Trust
California
$979K -$27.3K -821 -3%
BCM
123
Brookstone Capital Management
Illinois
$952K -$110K -3,312 -10%
Cerity Partners
124
Cerity Partners
New York
$923K +$932K +28,062 New
AAM
125
Autus Asset Management
Arizona
$892K -$2.49K -75 -0.3%