ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
156
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.41M
2
Betterment LLC
2
Betterment LLC
New York
$67.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.9M
4
SG
4
Stanich Group
New York
$4.3M
5
FTUS
5
Flow Traders U.S.
New York
$2.94M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$56.5M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$28M
4
CFG
4
Citizens Financial Group
Rhode Island
$7.99M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
101
Stewardship Advisors
Pennsylvania
$1.84M 43,816 -21,641 -33%
AA
102
Addison Advisors
Vermont
$1.79M 42,645 +495 +1%
FCG
103
Financial Connections Group
California
$1.75M 41,629 -472 -1%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$1.71M 40,566 +28,741 +243%
WFAG
105
Wescott Financial Advisory Group
Pennsylvania
$1.66M 39,581 +51 +0.1%
HPFG
106
Hart & Patterson Financial Group
Massachusetts
$1.66M 39,394 -5,261 -12%
Citadel Advisors
107
Citadel Advisors
Florida
$1.57M 37,377 +37,377 New
MGIA
108
Moneta Group Investment Advisors
Missouri
$1.56M 36,984 +24 +0.1%
WAM
109
WNY Asset Management
New York
$1.52M 26,334 +4,271 +19%
WA
110
Waverly Advisors
Alabama
$1.51M 35,881 -22,536 -39%
CPIG
111
Chicago Partners Investment Group
Illinois
$1.5M 35,383 -216 -0.6%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$1.41M 33,433 -713 -2%
SA
113
Sanctuary Advisors
Indiana
$1.38M 31,500 -197 -0.6%
DF
114
Dunhill Financial
United Kingdom
$1.38M 32,821 +1,045 +3%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1.37M 32,642 +2,148 +7%
NA
116
NewEdge Advisors
Louisiana
$1.32M 31,316 +2,729 +10%
SWG
117
Summit Wealth Group
Vermont
$1.31M 31,256 +628 +2%
WT
118
Whittier Trust
California
$1.31M 31,201 – –
BIA
119
Bell Investment Advisors
California
$1.29M 30,714 -853 -3%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M 30,563 +234 +0.8%
AWM
121
Axxcess Wealth Management
California
$1.27M 30,303 +2,511 +9%
AF
122
Allworth Financial
California
$1.26M 28,711 +413 +1%
MMA
123
Miracle Mile Advisors
California
$1.25M 29,679 +421 +1%
Morgan Stanley
124
Morgan Stanley
New York
$1.22M 29,115 +3,029 +12%
MWG
125
Martin Worley Group
Utah
$1.2M 28,488 +28,488 New
3 4
5
6 7