ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
151
Empower Advisory Group
Colorado
$629K 18,705 -16 -0.1%
GC
152
Grimes & Company
Massachusetts
$624K 18,532 -14,938 -45%
OCM
153
One Capital Management
California
$613K 18,231 +155 +0.9%
Morgan Stanley
154
Morgan Stanley
New York
$611K 18,142 +3,592 +25%
AAS
155
Avantax Advisory Services
Texas
$608K 18,080 +1,460 +9%
FWM
156
Fingerlakes Wealth Management
New York
$605K 17,994 +395 +2%
RA
157
RFG Advisory
Alabama
$605K 17,981 -1,058 -6%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$604K 17,939 -838 -4%
T
159
TCWP
Ohio
$601K 17,863 -4,772 -21%
AWM
160
Axxcess Wealth Management
California
$596K 17,701 +441 +3%
AGWCA
161
Annis Gardner Whiting Capital Advisors
Florida
$594K 17,575 +17,575 New
NCM
162
Northland Capital Management
Minnesota
$591K 17,560 -8,809 -33%
TW
163
Towerpoint Wealth
California
$585K 17,395 +4,740 +37%
AA
164
Aufman Associates
Pennsylvania
$582K 17,287 +1,570 +10%
CWP
165
Concord Wealth Partners
Virginia
$576K 17,111 -2,028 -11%
ODIJL
166
One Day In July LLC
Vermont
$567K 16,860 +951 +6%
MGIA
167
Moneta Group Investment Advisors
Missouri
$562K 16,710 +4,548 +37%
RRA
168
Round Rock Advisors
Connecticut
$557K 16,549 +644 +4%
SPIA
169
Steward Partners Investment Advisory
New York
$556K 16,512 -7,744 -32%
MBT
170
Montecito Bank & Trust
California
$546K 16,216 – –
BFA
171
Bragg Financial Advisors
North Carolina
$543K 16,134 -425 -3%
BDFN
172
Bond & Devick Financial Network
Minnesota
$534K 15,877 +40 +0.3%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$529K 15,725 -130 -0.8%
HGWM
174
Horst & Graben Wealth Management
Oregon
$525K 15,590 -17,275 -53%
SW
175
SVB Wealth
Massachusetts
$522K 15,514 +816 +6%
5 6
7
8 9