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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
126
Sage Financial Group
Pennsylvania
$591K 15,153 +661 +5%
GIA
127
Goodwin Investment Advisory
Georgia
$591K 15,177 +10,831 +249%
WCWM
128
Willow Creek Wealth Management
California
$565K 14,482 – –
BSWM
129
Boston Standard Wealth Management
Massachusetts
$563K 14,437 +686 +5%
SCA
130
Snowden Capital Advisors
New York
$549K 14,085 +524 +4%
RIA
131
Regal Investment Advisors
Michigan
$535K 13,712 +2,862 +26%
DL
132
DOHJ LLC
Washington
$535K 13,121 +5,882 +81%
AWM
133
AE Wealth Management
Kansas
$516K 13,240 +4,961 +60%
FHA
134
First Horizon Advisors
Tennessee
$516K 13,239 +10,531 +389%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$508K 13,022 +2,408 +23%
PA
136
Parallel Advisors
California
$505K 12,958 +988 +8%
CMO
137
Covenant Multifamily Offices
Texas
$497K 12,588 +7,602 +152%
DWT
138
Dorsey & Whitney Trust
South Dakota
$496K 12,700 +2,000 +19%
VCS
139
Vaughan & Co Securities
New Jersey
$489K 12,546 – –
PAG
140
Private Advisor Group
New Jersey
$480K 12,310 +4,337 +54%
CB
141
Commerce Bank
Missouri
$479K 12,275 +645 +6%
ECM
142
Evergreen Capital Management
Washington
$477K 12,231 +150 +1%
CCM
143
Coldstream Capital Management
Washington
$462K 11,835 -150 -1%
IWC
144
Integrated Wealth Concepts
Massachusetts
$462K 11,847 +434 +4%
PCMC
145
Private Capital Management (Colorado)
Colorado
$455K 11,673 +1,532 +15%
LA
146
LVW Advisors
New York
$452K 11,577 +194 +2%
SB
147
Strategic Blueprint
Georgia
$446K 11,427 +2,090 +22%
BDFN
148
Bond & Devick Financial Network
Minnesota
$445K 11,405 – –
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$439K 11,277 +320 +3%
DAS
150
Dynamic Advisor Solutions
Arizona
$438K 11,228 +408 +4%
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6
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