We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$638K -$440K -13,252 -41%
CA
152
CGN Advisors
Kansas
$633K +$27.8K +836 +5%
CWP
153
Concord Wealth Partners
Virginia
$631K +$20.5K +616 +3%
PA
154
Planning Alternatives
Michigan
$625K +$19.5K +586 +3%
APW
155
Austin Private Wealth
Texas
$623K -$64.6K -1,945 -9%
MWM
156
Modera Wealth Management
New Jersey
$621K +$357K +10,758 +132%
PCA
157
Personal Capital Advisors
California
$612K +$5.55K +167 +0.9%
SFG
158
SNS Financial Group
Minnesota
$604K +$15.9K +480 +3%
DWT
159
Dorsey & Whitney Trust
South Dakota
$587K -$1.1K -33 -0.2%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$577K +$4.42K +133 +0.8%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$577K +$97.8K +2,945 +20%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$563K +$69.5K +2,093 +15%
RP
163
Riverwater Partners
Wisconsin
$559K -$29.4K -884 -5%
AA
164
Addison Advisors
Vermont
$550K -$11.5K -345 -2%
OCM
165
One Capital Management
California
$545K -$6.41K -193 -1%
PHIC
166
Pine Haven Investment Counsel
Massachusetts
$543K +$36.5K +1,100 +7%
EPP
167
ETF Portfolio Partners
Kansas
$541K +$4.12K +124 +0.8%
RRA
168
Round Rock Advisors
Connecticut
$537K +$33 +1 +0%
CGL
169
Clarius Group LLC
Washington
$534K +$540K +16,255 New
MBT
170
Montecito Bank & Trust
California
$533K
Bank of New York Mellon
171
Bank of New York Mellon
New York
$532K +$147K +4,419 +38%
AWM
172
AE Wealth Management
Kansas
$530K -$99.4K -2,994 -16%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$528K +$4.15K +125 +0.8%
TDWM
174
Topel & Distasi Wealth Management
California
$519K +$7.47K +225 +1%
BDFN
175
Bond & Devick Financial Network
Minnesota
$518K +$43.5K +1,309 +9%