We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
126
Bond & Devick Financial Network
Minnesota
$460K
LA
127
LVW Advisors
New York
$460K +$16.5K +415 +4%
SWG
128
Summit Wealth Group
Vermont
$459K +$337K +8,469 +292%
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$442K +$676 +17 +0.2%
RIA
130
Regal Investment Advisors
Michigan
$438K +$431K +10,850 New
DAS
131
Dynamic Advisor Solutions
Arizona
$437K +$76.7K +1,929 +22%
VHAM
132
Van Hulzen Asset Management
California
$435K +$428K +10,770 New
DWT
133
Dorsey & Whitney Trust
South Dakota
$432K
CFG
134
Citizens Financial Group
Rhode Island
$428K +$26K +655 +7%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$428K +$85.1K +2,139 +25%
GW
136
GW & Wade
Massachusetts
$424K +$193K +4,855 +86%
TFO
137
Tarbox Family Office
California
$416K
PCMC
138
Private Capital Management (Colorado)
Colorado
$409K +$134K +3,361 +50%
SWM
139
SigFig Wealth Management
California
$409K +$403K +10,140 New
BFA
140
Bragg Financial Advisors
North Carolina
$403K +$9.94K +250 +3%
PGA
141
Portland Global Advisors
Maine
$400K
EWA
142
ERTS Wealth Advisors
Michigan
$395K -$11.6K -291 -3%
MM
143
Main Management
California
$395K
Citadel Advisors
144
Citadel Advisors
Florida
$394K -$294K -7,403 -43%
MCM
145
Maryland Capital Management
Maryland
$384K
Baird Financial Group
146
Baird Financial Group
Wisconsin
$384K +$92.9K +2,337 +33%
ODIJL
147
One Day In July LLC
Vermont
$379K -$11.8K -296 -3%
SB
148
Strategic Blueprint
Georgia
$377K +$371K +9,337 New
AWA
149
Aaron Wealth Advisors
Illinois
$376K
MAG
150
Mokosak Advisory Group
Iowa
$371K -$17.8K -447 -5%