We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$783K +$260K +7,708 +43%
HTC
127
Haverford Trust Company
Pennsylvania
$771K +$16.2K +480 +2%
CAM
128
Crestone Asset Management
Colorado
$756K -$136K -4,035 -14%
T
129
TCWP
Ohio
$756K +$8.4K +249 +1%
OFG
130
Omega Financial Group
California
$755K +$185K +5,487 +29%
BIA
131
Bell Investment Advisors
California
$744K +$82.9K +2,458 +11%
LRWA
132
Long Run Wealth Advisors
New York
$735K +$26.8K +795 +3%
HWA
133
Hilltop Wealth Advisors
North Carolina
$715K -$118K -3,484 -13%
HR
134
Hardy Reed
Mississippi
$669K
CWM
135
Cranbrook Wealth Management
Michigan
$663K +$85.9K +2,547 +13%
AWM
136
Axxcess Wealth Management
California
$646K +$19.4K +574 +3%
CB
137
Commerce Bank
Missouri
$645K +$54.5K +1,615 +8%
APW
138
Austin Private Wealth
Texas
$641K +$7.79K +231 +1%
CWM
139
Congress Wealth Management
Massachusetts
$634K +$12K +357 +2%
TA
140
Trellis Advisors
Washington
$610K +$671K +19,881 New
RJT
141
Raymond James Trust
Florida
$606K
GC
142
Grimes & Company
Massachusetts
$599K +$659K +19,536 New
CAN
143
Cetera Advisor Networks
California
$592K +$81.4K +2,413 +14%
AWM
144
AE Wealth Management
Kansas
$586K -$1.49K -44 -0.2%
Morgan Stanley
145
Morgan Stanley
New York
$572K +$21.2K +628 +3%
CWP
146
Concord Wealth Partners
Virginia
$569K -$33.2K -984 -5%
SFG
147
Sage Financial Group
Pennsylvania
$568K +$34 +1 +0%
PCA
148
Personal Capital Advisors
California
$565K +$1.82K +54 +0.3%
PA
149
Planning Alternatives
Michigan
$565K +$173K +5,123 +38%
CA
150
CGN Advisors
Kansas
$564K -$25.7K -763 -4%