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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$1.5M 39,387 -8,012 -17%
MWM
102
Mascoma Wealth Management
New Hampshire
$1.42M 37,251 -9,794 -21%
MGIA
103
Moneta Group Investment Advisors
Missouri
$1.38M 36,429 +19,719 +118%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.38M 36,281 +930 +3%
CPIG
105
Chicago Partners Investment Group
Illinois
$1.36M 36,757 +3,436 +10%
RZH
106
Relyea Zuckerberg Hanson
Connecticut
$1.3M 34,173 +13,929 +69%
PGA
107
Portland Global Advisors
Maine
$1.28M 33,675 – –
Morgan Stanley
108
Morgan Stanley
New York
$1.27M 33,486 +15,344 +85%
RJA
109
Raymond James & Associates
Florida
$1.26M 33,208 -4,865 -13%
LSAG
110
Lake Street Advisors Group
New Hampshire
$1.22M 32,021 +208 +0.7%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1.2M 31,460 -37,780 -55%
CWM
112
Congress Wealth Management
Massachusetts
$1.19M 31,275 +2,256 +8%
WT
113
Whittier Trust
California
$1.19M 31,201 -3,750 -11%
SWG
114
Summit Wealth Group
Vermont
$1.18M 31,136 +91 +0.3%
BIA
115
Bell Investment Advisors
California
$1.16M 30,429 -45 -0.1%
BWM
116
Baystate Wealth Management
Massachusetts
$1.13M 29,602 +1,047 +4%
GW
117
GW & Wade
Massachusetts
$1.11M 29,159 +229 +0.8%
AA
118
Addison Advisors
Vermont
$1.09M 28,795 +3,085 +12%
AF
119
Allworth Financial
California
$1.08M 28,340 -22,977 -45%
B
120
Birchbrook
Maine
$1.07M 28,256 +28,256 New
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M 28,166 +1,856 +7%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$1.07M 28,068 +2,538 +10%
MML Investors Services
123
MML Investors Services
Massachusetts
$1.06M 27,925 -64,839 -70%
AWM
124
Axxcess Wealth Management
California
$1.04M 27,274 +9,573 +54%
MMA
125
Miracle Mile Advisors
California
$1.03M 27,221 +27,221 New
3 4
5
6 7