ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFN
1
Focus Financial Network
Minnesota
$4.85M
2
Northern Trust
2
Northern Trust
Illinois
$63M
3
SC
3
Savant Capital
Illinois
$6.73M
4
BCM
4
Becker Capital Management
Oregon
$2.72M
5
Truist Financial
5
Truist Financial
North Carolina
$6.35M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
PFO
2
Pathstone Family Office
New Jersey
$16.5M
3
EWA
3
EP Wealth Advisors
California
$941K
4
Franklin Resources
4
Franklin Resources
California
$1.96M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DI
126
DFPG Investments
Utah
$878K 25,822 +18,018 +231%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$863K 25,392 +9,529 +60%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$849K 24,985 -1,448 -5%
CWM
129
Congress Wealth Management
Massachusetts
$847K 24,928 +2,704 +12%
LRWA
130
Long Run Wealth Advisors
New York
$838K 24,650 -1,667 -6%
HWA
131
Hilltop Wealth Advisors
North Carolina
$837K 24,617 -460 -2%
LSAG
132
Lake Street Advisors Group
New Hampshire
$834K 24,535 +2,639 +12%
TRCT
133
Tower Research Capital (TRC)
New York
$822K 24,175 -12,488 -34%
DWT
134
Dorsey & Whitney Trust
South Dakota
$809K 23,808 +5,967 +33%
HR
135
Hardy Reed
Mississippi
$805K 23,695 +11 +0%
KAS
136
Kestra Advisory Services
Texas
$802K 23,604 -29,958 -56%
AA
137
Addison Advisors
Vermont
$758K 22,314 +5,595 +33%
CWM
138
Cranbrook Wealth Management
Michigan
$746K 21,950 +195 +0.9%
VFA
139
Valeo Financial Advisors
Indiana
$745K 21,905 +21,905 New
T
140
TCWP
Ohio
$733K 21,564 -1,233 -5%
MOS
141
MGO One Seven
Ohio
$733K 21,564 +21,564 New
BF
142
Brooklyn FI
New York
$723K 17,929 +15,994 +827%
CB
143
Commerce Bank
Missouri
$721K 21,216 +390 +2%
TDWM
144
Topel & Distasi Wealth Management
California
$718K 21,133 +5,343 +34%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$701K 20,626 +1,215 +6%
TA
146
Trellis Advisors
Washington
$681K 20,022 -134 -0.7%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$679K 20,329 -10,589 -34%
Morgan Stanley
148
Morgan Stanley
New York
$675K 19,871 +364 +2%
RJT
149
Raymond James Trust
Florida
$672K 19,772 – –
MWM
150
Modera Wealth Management
New Jersey
$661K 19,456 +560 +3%
4 5
6
7 8