ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

366 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 161 increasing their positions, 128 reducing their positions, and 24 closing their positions.

Holders
366
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
161
Reduced
128
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$53M
2
BlackRock
2
BlackRock
New York
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.7M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$82.2M
5
Northern Trust
5
Northern Trust
Illinois
$77.3M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$344K
2
Goldman Sachs
2
Goldman Sachs
New York
$69.7M
3
CFG
3
Citizens Financial Group
Rhode Island
$14.7M
4
Franklin Resources
4
Franklin Resources
California
$2.04M
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
101
Cerity Partners
New York
$1.48M 38,508 -1,182 -3%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.44M 37,329 -6,569 -15%
MGIA
103
Moneta Group Investment Advisors
Missouri
$1.43M 37,167 +1,024 +3%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$1.41M 36,729 -2,219 -6%
GC
105
Garde Capital
Washington
$1.37M 35,572 -2,954 -8%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M 34,695 +8,531 +33%
AA
107
Addison Advisors
Vermont
$1.31M 34,100 +4,570 +15%
DF
108
Dunhill Financial
United Kingdom
$1.31M 34,087 -1,784 -5%
HTC
109
Haverford Trust Company
Pennsylvania
$1.26M 32,719 -13,872 -30%
WT
110
Whittier Trust
California
$1.2M 31,201 – –
AF
111
Allworth Financial
California
$1.2M 29,712 +1,345 +5%
BIA
112
Bell Investment Advisors
California
$1.2M 31,045 +647 +2%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$1.16M 30,075 +428 +1%
SWG
114
Summit Wealth Group
Vermont
$1.13M 29,348 -1,016 -3%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$1.12M 29,101 +29,101 New
KAS
116
Kestra Advisory Services
Texas
$1.1M 28,542 +2,410 +9%
GC
117
Grimes & Company
Massachusetts
$1.1M 28,538 +4,251 +18%
MMA
118
Miracle Mile Advisors
California
$1.07M 27,893 +134 +0.5%
HWA
119
Hilltop Wealth Advisors
North Carolina
$1.07M 27,850 -932 -3%
B
120
Birchbrook
Maine
$1.05M 27,321 -641 -2%
AWM
121
Axxcess Wealth Management
California
$1.05M 27,229 -454 -2%
CWM
122
Congress Wealth Management
Massachusetts
$1.02M 26,466 -4,168 -14%
NA
123
NewEdge Advisors
Louisiana
$1.02M 26,381 +1,661 +7%
HR
124
Hardy Reed
Mississippi
$982K 25,510 – –
MWM
125
Mascoma Wealth Management
New Hampshire
$980K 25,464 -5,047 -17%
3 4
5
6 7