ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

381 hedge funds and large institutions have $1.37B 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, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
2
Betterment LLC
New York
$72.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.4M
4
AA
4
Acorns Advisers
California
$25.8M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$1.57M +$11.9K +276 +0.8%
TDWM
102
Topel & Distasi Wealth Management
California
$1.38M +$79.6K +1,925 +6%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.37M -$73.6K -1,781 -5%
WA
104
Waverly Advisors
Alabama
$1.36M -$28.2K -683 -2%
SWG
105
Summit Wealth Group
Vermont
$1.31M -$18.6K -449 -1%
CA
106
CGN Advisors
Kansas
$1.31M -$469K -11,352 -26%
AWM
107
Axxcess Wealth Management
California
$1.3M +$153K +3,700 +13%
WT
108
Whittier Trust
California
$1.29M – – –
MGIA
109
Moneta Group Investment Advisors
Missouri
$1.26M -$9.67K -234 -0.8%
AIFS
110
A&I Financial Services
Colorado
$1.24M +$76.4K +1,848 +7%
MWG
111
Martin Worley Group
Utah
$1.24M -$261K -6,316 -17%
GC
112
Grimes & Company
Massachusetts
$1.24M +$3.39K +82 +0.3%
GC
113
Garde Capital
Washington
$1.24M +$2.11K +51 +0.2%
AGWCA
114
Annis Gardner Whiting Capital Advisors
Florida
$1.21M +$217K +5,243 +22%
BIA
115
Bell Investment Advisors
California
$1.21M -$43.9K -1,061 -4%
SCM
116
Stordahl Capital Management
Colorado
$1.19M +$320K +7,748 +37%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$362K +8,770 +44%
MML Investors Services
118
MML Investors Services
Massachusetts
$1.13M +$44K +1,064 +4%
BWP
119
BSW Wealth Partners
Colorado
$1.13M +$354K +8,555 +46%
ODIJL
120
One Day In July LLC
Vermont
$1.08M -$3.06K -74 -0.3%
ACA
121
Aptus Capital Advisors
Alabama
$1.08M +$752K +18,199 +232%
WAT
122
Wealth Advisory Team
Kentucky
$1.07M +$1.07M +25,986 New
TW
123
Towerpoint Wealth
California
$1.06M +$70.9K +1,715 +7%
CWM
124
Congress Wealth Management
Massachusetts
$1.06M +$92.6K +2,240 +10%
Morgan Stanley
125
Morgan Stanley
New York
$1.06M +$1.65K +40 +0.2%
3 4
5
6 7