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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$29M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$37.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.62M
4
Northern Trust
4
Northern Trust
Illinois
$26.9M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M
2
BAAM
2
Baker Avenue Asset Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.92M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$920K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$7.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
151
PrairieView Partners
Minnesota
$80K 2,345 +161 +7%
EI
152
Ellevest Inc
New York
$78K 2,286 +8 +0.4%
FCA
153
FinTrust Capital Advisors
South Carolina
$72K 2,115 – –
TI
154
tru Independence
Oregon
$58.5K 1,715 +1,715 New
Morgan Stanley
155
Morgan Stanley
New York
$43K 1,261 +60 +5%
CFD
156
Creative Financial Designs
Indiana
$34K 994 -2,081 -68%
HPC
157
HM Payson & Co
Maine
$34K 1,000 – –
CAL
158
Capital Analysts LLC
Pennsylvania
$30K 891 +452 +103%
PCG
159
Private Capital Group
Connecticut
$28K 815 -583 -42%
FCM
160
Firestone Capital Management
Florida
$28K 815 – –
GIA
161
Goodwin Investment Advisory
Georgia
$28K 810 +810 New
CAAS
162
Capital Asset Advisory Services
Michigan
$23K 676 +676 New
TF
163
TimeScale Financial
Massachusetts
$21K 626 -183 -23%
RWG
164
Regal Wealth Group
California
$15K 431 – –
IWP
165
IAG Wealth Partners
Wisconsin
$13K 359 – –
EIP
166
Ellis Investment Partners
Pennsylvania
$11K 331 +1 +0.3%
LFG
167
Larson Financial Group
Missouri
$11K 331 +37 +13%
GWM
168
Geneos Wealth Management
Colorado
$9K 252 +252 New
NFG
169
Next Financial Group
Texas
$8K 222 – –
KFI
170
Key Financial Inc
Pennsylvania
$8K 221 +221 New
RA
171
Reby Advisors
Connecticut
$7K 200 +200 New
WFA
172
Wells Financial Advisors
Massachusetts
$7K 204 +204 New
AF
173
Advisornet Financial
Minnesota
$5K 154 -1,564 -91%
AWA
174
Arkadios Wealth Advisors
Georgia
$5K 170 +170 New
FFC
175
Fure Financial Corporation
Minnesota
$3K 95 – –
4 5 6
7
8