ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

387 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 159 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
HPC
HM Payson & Co
Maine
-$6.27M
5
Ameriprise
Ameriprise
Minnesota
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$1.57M
TDWM
102
Topel & Distasi Wealth Management
California
$1.38M
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.37M
WA
104
Waverly Advisors
Alabama
$1.36M
SWG
105
Summit Wealth Group
Vermont
$1.31M
CA
106
CGN Advisors
Kansas
$1.31M
AWM
107
Axxcess Wealth Management
California
$1.3M
WT
108
Whittier Trust
California
$1.29M
MGIA
109
Moneta Group Investment Advisors
Missouri
$1.26M
AIFS
110
A&I Financial Services
Colorado
$1.24M
MWG
111
Martin Worley Group
Utah
$1.24M
GC
112
Grimes & Company
Massachusetts
$1.24M
GC
113
Garde Capital
Washington
$1.24M
AGWCA
114
Annis Gardner Whiting Capital Advisors
Florida
$1.21M
BIA
115
Bell Investment Advisors
California
$1.21M
SCM
116
Stordahl Capital Management
Colorado
$1.19M
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1.18M
MML Investors Services
118
MML Investors Services
Massachusetts
$1.13M
BWP
119
BSW Wealth Partners
Colorado
$1.13M
ODIJL
120
One Day In July LLC
Vermont
$1.08M
ACA
121
Aptus Capital Advisors
Alabama
$1.08M
WAT
122
Wealth Advisory Team
Kentucky
$1.07M
TW
123
Towerpoint Wealth
California
$1.06M
CWM
124
Congress Wealth Management
Massachusetts
$1.06M
Morgan Stanley
125
Morgan Stanley
New York
$1.06M