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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

366 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, 161 increasing their positions, 128 reducing their positions, and 24 closing their positions.

Holders
366
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
161
Reduced
128
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$53M
2
BlackRock
2
BlackRock
New York
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.7M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$82.2M
5
Northern Trust
5
Northern Trust
Illinois
$77.3M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$344K
2
Goldman Sachs
2
Goldman Sachs
New York
$69.7M
3
CFG
3
Citizens Financial Group
Rhode Island
$14.7M
4
Franklin Resources
4
Franklin Resources
California
$2.04M
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$979K 25,431 +965 +4%
RJT
127
Raymond James Trust
Florida
$975K 25,323 – –
PA
128
Parallel Advisors
California
$962K 24,996 -367 -1%
CWM
129
Cranbrook Wealth Management
Michigan
$940K 24,418 +421 +2%
BCM
130
Brookstone Capital Management
Illinois
$925K 22,494 -4 -0%
TDWM
131
Topel & Distasi Wealth Management
California
$916K 23,802 +35 +0.1%
PHIC
132
Pine Haven Investment Counsel
Massachusetts
$867K 22,519 +1,161 +5%
WAM
133
WNY Asset Management
New York
$864K 22,451 +52 +0.2%
TRCT
134
Tower Research Capital (TRC)
New York
$852K 22,138 +5,160 +30%
CFP
135
Cascade Financial Partners
California
$846K 21,962 – –
VFA
136
Valeo Financial Advisors
Indiana
$845K 21,947 -98 -0.4%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$845K 21,944 +445 +2%
TW
138
Towerpoint Wealth
California
$842K 21,872 +4,108 +23%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$828K 21,516 -370 -2%
AGWCA
140
Annis Gardner Whiting Capital Advisors
Florida
$825K 21,441 – –
IWC
141
Integrated Wealth Concepts
Massachusetts
$799K 20,758 -1,530 -7%
DWT
142
Dorsey & Whitney Trust
South Dakota
$794K 20,615 -2,111 -9%
PGA
143
Portland Global Advisors
Maine
$793K 20,590 +100 +0.5%
PA
144
Planning Alternatives
Michigan
$787K 20,432 +972 +5%
CB
145
Commerce Bank
Missouri
$778K 20,201 -1,505 -7%
LRWA
146
Long Run Wealth Advisors
New York
$766K 19,909 -2,746 -12%
ACA
147
Affinity Capital Advisors
California
$762K 19,792 -781 -4%
DT
148
Diversified Trust
Tennessee
$760K 19,745 -200 -1%
FWM
149
Fingerlakes Wealth Management
New York
$730K 18,970 -125 -0.7%
BFA
150
Bragg Financial Advisors
North Carolina
$726K 18,863 +518 +3%
4 5
6
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