We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$980K -$195K -5,047 -17%
MML Investors Services
127
MML Investors Services
Massachusetts
$979K +$37.3K +965 +4%
RJT
128
Raymond James Trust
Florida
$975K
PA
129
Parallel Advisors
California
$962K -$14.2K -367 -1%
CWM
130
Cranbrook Wealth Management
Michigan
$940K +$16.3K +421 +2%
BCM
131
Brookstone Capital Management
Illinois
$925K -$154 -4 -0%
TDWM
132
Topel & Distasi Wealth Management
California
$916K +$1.35K +35 +0.1%
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$867K +$44.8K +1,161 +5%
WAM
134
WNY Asset Management
New York
$864K +$2.01K +52 +0.2%
TRCT
135
Tower Research Capital (TRC)
New York
$852K +$199K +5,160 +30%
CFP
136
Cascade Financial Partners
California
$846K
VFA
137
Valeo Financial Advisors
Indiana
$845K -$3.78K -98 -0.4%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$845K +$17.2K +445 +2%
TW
139
Towerpoint Wealth
California
$842K +$159K +4,108 +23%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$828K -$14.3K -370 -2%
AGWCA
141
Annis Gardner Whiting Capital Advisors
Florida
$825K
IWC
142
Integrated Wealth Concepts
Massachusetts
$799K -$59.1K -1,530 -7%
DWT
143
Dorsey & Whitney Trust
South Dakota
$794K -$81.5K -2,111 -9%
PGA
144
Portland Global Advisors
Maine
$793K +$3.86K +100 +0.5%
PA
145
Planning Alternatives
Michigan
$787K +$37.5K +972 +5%
CB
146
Commerce Bank
Missouri
$778K -$58.1K -1,505 -7%
LRWA
147
Long Run Wealth Advisors
New York
$766K -$106K -2,746 -12%
ACA
148
Affinity Capital Advisors
California
$762K -$30.1K -781 -4%
DT
149
Diversified Trust
Tennessee
$760K -$7.72K -200 -1%
FWM
150
Fingerlakes Wealth Management
New York
$730K -$4.83K -125 -0.7%