ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

379 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 34 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
157
Reduced
122
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 Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$1.02M 24,569 +17,291 +238%
KAS
127
Kestra Advisory Services
Texas
$1.01M 24,476 +1,711 +8%
BEC
128
Blue Edge Capital
Virginia
$1.01M 24,445 -15,199 -38%
MWM
129
Mascoma Wealth Management
New Hampshire
$998K 24,151 -2,869 -11%
VAF
130
Values Added Financial
District of Columbia
$985K 23,827 +12,875 +118%
PHIC
131
Pine Haven Investment Counsel
Massachusetts
$985K 23,823 -127 -0.5%
HR
132
Hardy Reed
Mississippi
$980K 23,711 -369 -2%
NA
133
NewEdge Advisors
Louisiana
$966K 23,372 +2,436 +12%
OWM
134
Opes Wealth Management
California
$948K 22,941 +2,452 +12%
TC
135
Trilogy Capital
California
$943K 22,810 +347 +2%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$911K 22,046 -188 -0.8%
CFP
137
Cascade Financial Partners
California
$908K 21,962 – –
CWM
138
Cranbrook Wealth Management
Michigan
$901K 21,808 +142 +0.7%
DF
139
Dunhill Financial
United Kingdom
$896K 21,691 -4,645 -18%
PA
140
Parallel Advisors
California
$883K 21,363 -882 -4%
CSP
141
Cary Street Partners
Virginia
$871K 21,063 +45 +0.2%
BCM
142
Brookstone Capital Management
Illinois
$870K 21,040 -1,144 -5%
BFA
143
Bragg Financial Advisors
North Carolina
$854K 20,658 +419 +2%
CWMK
144
Caliber Wealth Management (Kansas)
Kansas
$841K 20,351 +20,351 New
SS
145
Sound Stewardship
Kansas
$831K 20,095 +20,095 New
Baird Financial Group
146
Baird Financial Group
Wisconsin
$830K 20,074 -295 -1%
DWT
147
Dorsey & Whitney Trust
South Dakota
$826K 19,996 -1,539 -7%
DAS
148
Diversify Advisory Services
Utah
$826K 19,235 +3,128 +19%
AA
149
Aufman Associates
Pennsylvania
$821K 19,871 -312 -2%
SFG
150
SNS Financial Group
Minnesota
$802K 19,401 +2,821 +17%
4 5
6
7 8