We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$1.18M -$20.7K -478 -2%
GC
127
Garde Capital
Washington
$1.17M -$405K -9,361 -25%
SW
128
SVB Wealth
Massachusetts
$1.16M +$1.2M +27,677 New
MML Investors Services
129
MML Investors Services
Massachusetts
$1.12M -$74.5K -1,723 -6%
B
130
Birchbrook
Maine
$1.11M -$50.4K -1,165 -4%
PA
131
Parallel Advisors
California
$1.08M +$30.1K +697 +3%
TDWM
132
Topel & Distasi Wealth Management
California
$1.08M -$10.1K -233 -0.9%
AIFS
133
A&I Financial Services
Colorado
$1.07M +$1.1M +25,477 New
HWA
134
Hilltop Wealth Advisors
North Carolina
$1.06M -$111K -2,559 -9%
CFGA
135
Cambridge Financial Group (Arizona)
Arizona
$1.04M -$69.8K -1,615 -6%
KAS
136
Kestra Advisory Services
Texas
$1.03M -$54.8K -1,269 -5%
PHIC
137
Pine Haven Investment Counsel
Massachusetts
$1.02M +$50.8K +1,175 +5%
HR
138
Hardy Reed
Mississippi
$1.01M -$80.9K -1,872 -7%
BCM
139
Brookstone Capital Management
Illinois
$992K +$32.8K +760 +3%
PA
140
Planning Alternatives
Michigan
$951K +$59.5K +1,377 +6%
CWM
141
Cranbrook Wealth Management
Michigan
$937K -$42.9K -993 -4%
Jane Street
142
Jane Street
New York
$931K +$322K +7,446 +51%
CFP
143
Cascade Financial Partners
California
$924K
CWM
144
Congress Wealth Management
Massachusetts
$921K -$193K -4,477 -17%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$914K +$19.3K +446 +2%
AGWCA
146
Annis Gardner Whiting Capital Advisors
Florida
$905K
RSWM
147
Robertson Stephens Wealth Management
California
$882K +$273K +6,322 +43%
P
148
&Partners
Tennessee
$879K +$619K +14,317 +224%
PGA
149
Portland Global Advisors
Maine
$870K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$861K +$174K +4,023 +24%