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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

378 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
151
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$42.4M
2
Ameriprise
2
Ameriprise
Minnesota
$21.4M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$98.5M
4
Betterment LLC
4
Betterment LLC
New York
$62.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.56M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
CFG
3
Citizens Financial Group
Rhode Island
$10.6M
4
SWM
4
SigFig Wealth Management
California
$9.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PSA
101
Plum Street Advisors
Louisiana
$1.78M 42,481 +693 +2%
AA
102
Addison Advisors
Vermont
$1.76M 42,150 +8,050 +24%
FCG
103
Financial Connections Group
California
$1.76M 42,101 -369 -0.9%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.65M 39,530 +285 +0.7%
GC
105
Garde Capital
Washington
$1.55M 37,130 +1,558 +4%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.55M 37,104 +16,346 +79%
MGIA
107
Moneta Group Investment Advisors
Missouri
$1.55M 36,960 -207 -0.6%
CPIG
108
Chicago Partners Investment Group
Illinois
$1.48M 35,599 -375 -1%
Principal Financial Group
109
Principal Financial Group
Iowa
$1.47M 35,254 +35,254 New
SA
110
Sanctuary Advisors
Indiana
$1.43M 31,697 +31,697 New
RZH
111
Relyea Zuckerberg Hanson
Connecticut
$1.43M 34,146 -2,583 -7%
DF
112
Dunhill Financial
United Kingdom
$1.33M 31,776 -2,311 -7%
BIA
113
Bell Investment Advisors
California
$1.32M 31,567 +522 +2%
WT
114
Whittier Trust
California
$1.3M 31,201 – –
SWG
115
Summit Wealth Group
Vermont
$1.28M 30,628 +1,280 +4%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$1.28M 30,494 -6,835 -18%
HTC
117
Haverford Trust Company
Pennsylvania
$1.27M 30,386 -2,333 -7%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.27M 30,329 -4,366 -13%
MMA
119
Miracle Mile Advisors
California
$1.22M 29,258 +1,365 +5%
NA
120
NewEdge Advisors
Louisiana
$1.2M 28,587 +2,206 +8%
MWM
121
Mascoma Wealth Management
New Hampshire
$1.19M 28,505 +3,041 +12%
MML Investors Services
122
MML Investors Services
Massachusetts
$1.19M 28,443 +3,012 +12%
AF
123
Allworth Financial
California
$1.18M 28,298 -1,414 -5%
AWM
124
Axxcess Wealth Management
California
$1.16M 27,792 +563 +2%
B
125
Birchbrook
Maine
$1.16M 27,679 +358 +1%
3 4
5
6 7