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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M
2
Ameriprise
2
Ameriprise
Minnesota
$24.7M
3
Northern Trust
3
Northern Trust
Illinois
$82.6M
4
RFC
4
Regions Financial Corp
Alabama
$4.62M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$93.9M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$4.35M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
I
5
IMPACTfolio
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCG
101
Financial Connections Group
California
$1.41M 36,612 -5,017 -12%
MWG
102
Martin Worley Group
Utah
$1.4M 36,381 +7,893 +28%
CPIG
103
Chicago Partners Investment Group
Illinois
$1.39M 36,341 +958 +3%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M 34,970 +4,407 +14%
RZH
105
Relyea Zuckerberg Hanson
Connecticut
$1.32M 34,392 +959 +3%
WA
106
Waverly Advisors
Alabama
$1.29M 33,566 -2,315 -6%
Osaic Holdings
107
Osaic Holdings
Arizona
$1.25M 32,443 -56,293 -63%
SWG
108
Summit Wealth Group
Vermont
$1.24M 32,236 +980 +3%
TDWM
109
Topel & Distasi Wealth Management
California
$1.21M 31,422 +5,782 +23%
WT
110
Whittier Trust
California
$1.2M 31,201 – –
MGIA
111
Moneta Group Investment Advisors
Missouri
$1.18M 30,817 -6,167 -17%
BIA
112
Bell Investment Advisors
California
$1.16M 30,297 -417 -1%
GC
113
Garde Capital
Washington
$1.15M 29,930 +2,161 +8%
GC
114
Grimes & Company
Massachusetts
$1.15M 29,917 -18,526 -38%
SWP
115
Stratos Wealth Partners
Ohio
$1.14M 29,737 -27,984 -48%
MMA
116
Miracle Mile Advisors
California
$1.1M 28,511 -1,168 -4%
AIFS
117
A&I Financial Services
Colorado
$1.08M 28,222 +2,745 +11%
AWM
118
Axxcess Wealth Management
California
$1.07M 27,869 -2,434 -8%
SW
119
SVB Wealth
Massachusetts
$1.06M 27,677 – –
MWM
120
Mascoma Wealth Management
New Hampshire
$1.04M 27,020 -1,007 -4%
DF
121
Dunhill Financial
United Kingdom
$1.01M 26,336 -6,485 -20%
ODIJL
122
One Day In July LLC
Vermont
$1.01M 26,286 +10,083 +62%
MML Investors Services
123
MML Investors Services
Massachusetts
$1.01M 26,240 -480 -2%
Morgan Stanley
124
Morgan Stanley
New York
$986K 25,659 -3,456 -12%
PA
125
Planning Alternatives
Michigan
$967K 25,174 +2,556 +11%
3 4
5
6 7