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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$29M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$37.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.62M
4
Northern Trust
4
Northern Trust
Illinois
$26.9M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M
2
BAAM
2
Baker Avenue Asset Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.92M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$920K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$7.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PPW
126
Parcion Private Wealth
Washington
$239K 6,999 +6,999 New
PWM
127
Perigon Wealth Management
California
$231K 6,774 +6,774 New
CFA
128
CWS Financial Advisors
Michigan
$228K 6,689 +6,689 New
ST
129
Spinnaker Trust
Maine
$227K 6,664 +6,664 New
SCM
130
Stordahl Capital Management
Colorado
$225K 6,596 +6,596 New
AC
131
Apella Capital
Connecticut
$225K 6,606 +6,606 New
RCWMU
132
Rothschild & Co Wealth Management (UK)
United Kingdom
$222K 6,506 – –
ECM
133
Evergreen Capital Management
Washington
$220K 6,447 +6,447 New
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$216K 6,335 +587 +10%
HHGA
135
Halbert Hargrove Global Advisors
California
$205K 6,019 -2,623 -30%
BBA
136
BLB&B Advisors
Pennsylvania
$204K 5,977 +5,977 New
KAS
137
Kestra Advisory Services
Texas
$200K 5,857 +5,857 New
AssetMark Inc
138
AssetMark Inc
California
$197K 5,765 -85 -1%
ADL
139
Asset Dedication LLC
California
$188K 5,481 +1,953 +55%
PA
140
Parallel Advisors
California
$149K 4,354 -11,691 -73%
CWA
141
Carolina Wealth Advisors
South Carolina
$126K 3,691 +249 +7%
AA
142
Addison Advisors
Vermont
$120K 3,515 +3,515 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$115K 3,381 +13 +0.4%
TRCT
144
Tower Research Capital (TRC)
New York
$111K 3,262 -1,072 -25%
SPIA
145
Steward Partners Investment Advisory
New York
$105K 3,072 -838 -21%
VFA
146
Valeo Financial Advisors
Indiana
$104K 3,035 +948 +45%
IA
147
IFP Advisors
Florida
$97K 2,819 -50 -2%
SWM
148
Sugarloaf Wealth Management
Georgia
$83K 2,419 +729 +43%
EA
149
Elm Advisors
California
$83K 2,420 +2,420 New
MFA
150
McClarren Financial Advisors
Pennsylvania
$81K 2,411 +2,411 New
4 5
6
7 8