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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 115 reducing their positions, and 18 closing their positions.

Holders
368
Holders Change
+8
Holders Change %
+2.22%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
159
Reduced
115
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.3M
3
HPC
3
HM Payson & Co
Maine
$7.18M
4
M&T Bank
4
M&T Bank
New York
$30.2M
5
KF
5
Krilogy Financial
Missouri
$4.29M

Top Sellers

1
FFN
1
Focus Financial Network
Minnesota
$369K
2
MIS
2
Morningstar Investment Services
Illinois
$4.06M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$288K
5
FGAM
5
Financial Gravity Asset Management
Texas
$48.6K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$1.05M 26,132 +2,951 +13%
HR
127
Hardy Reed
Mississippi
$1.03M 25,510 – –
PS
128
Portfolio Strategies
New York
$1.03M 25,510 +25,510 New
PA
129
Parallel Advisors
California
$1.02M 25,363 +457 +2%
RJT
130
Raymond James Trust
Florida
$1.02M 25,323 – –
CA
131
Cetera Advisors
Colorado
$1.02M 25,288 +25,288 New
NA
132
NewEdge Advisors
Louisiana
$995K 24,720 +5,726 +30%
MML Investors Services
133
MML Investors Services
Massachusetts
$985K 24,466 -3,459 -12%
GC
134
Grimes & Company
Massachusetts
$978K 24,287 +5,723 +31%
CWM
135
Cranbrook Wealth Management
Michigan
$966K 23,997 +420 +2%
TDWM
136
Topel & Distasi Wealth Management
California
$957K 23,767 +919 +4%
PBF
137
Petix & Botte Financial
California
$957K 23,767 +23,767 New
DWT
138
Dorsey & Whitney Trust
South Dakota
$915K 22,726 +2,000 +10%
LRWA
139
Long Run Wealth Advisors
New York
$912K 22,655 -481 -2%
BCM
140
Brookstone Capital Management
Illinois
$906K 22,498 -975 -4%
WAM
141
WNY Asset Management
New York
$902K 22,399 +820 +4%
IWC
142
Integrated Wealth Concepts
Massachusetts
$898K 22,288 -2,404 -10%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$881K 21,886 +4,018 +22%
CB
144
Commerce Bank
Missouri
$874K 21,706 -1,760 -8%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$866K 21,499 +311 +1%
AGWCA
146
Annis Gardner Whiting Capital Advisors
Florida
$863K 21,441 +3,837 +22%
PHIC
147
Pine Haven Investment Counsel
Massachusetts
$860K 21,358 +618 +3%
BCI
148
Brinker Capital Investments
Pennsylvania
$859K 21,319 -27 -0.1%
OPS
149
Orion Portfolio Solutions
Nebraska
$859K 21,319 -27 -0.1%
VFA
150
Valeo Financial Advisors
Indiana
$839K 22,045 -1,305 -6%
4 5
6
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