ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

378 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
151
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$42.4M
2
Ameriprise
2
Ameriprise
Minnesota
$21.4M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$98.5M
4
Betterment LLC
4
Betterment LLC
New York
$62.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.56M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
CFG
3
Citizens Financial Group
Rhode Island
$10.6M
4
SWM
4
SigFig Wealth Management
California
$9.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CGL
151
Clarius Group LLC
Washington
$804K 19,234 +528 +3%
FWM
152
Fingerlakes Wealth Management
New York
$796K 19,040 +70 +0.4%
BFA
153
Bragg Financial Advisors
North Carolina
$795K 19,020 +157 +0.8%
AA
154
Aufman Associates
Pennsylvania
$779K 18,621 -7 -0%
OCM
155
One Capital Management
California
$778K 18,613 -4 -0%
ACA
156
Affinity Capital Advisors
California
$764K 18,261 -1,531 -8%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$763K 18,256 +181 +1%
SWA
158
Sax Wealth Advisors
New Jersey
$726K 17,358 +293 +2%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$688K 16,461 -544 -3%
NCM
160
Northland Capital Management
Minnesota
$682K 16,311 -132 -0.8%
VFA
161
Valeo Financial Advisors
Indiana
$674K 16,126 -5,821 -27%
SFG
162
SNS Financial Group
Minnesota
$666K 15,924 -457 -3%
BWP
163
BSW Wealth Partners
Colorado
$662K 15,819 +1,765 +13%
RJA
164
Raymond James & Associates
Florida
$652K 15,583 -1,422 -8%
BDFN
165
Bond & Devick Financial Network
Minnesota
$648K 15,500 +35 +0.2%
AT
166
American Trust
Kentucky
$639K 15,283 +2,196 +17%
WCFA
167
Walkner Condon Financial Advisors
Wisconsin
$630K 15,056 -506 -3%
WDL
168
Well Done LLC
Michigan
$627K 15,000 – –
RA
169
RFG Advisory
Alabama
$627K 14,997 -1,787 -11%
AIM
170
Acropolis Investment Management
Missouri
$625K 14,940 +500 +3%
RRA
171
Round Rock Advisors
Connecticut
$615K 14,710 -87 -0.6%
Jane Street
172
Jane Street
New York
$615K 14,697 +14,697 New
RSWM
173
Robertson Stephens Wealth Management
California
$613K 14,651 -772 -5%
OWM
174
Opes Wealth Management
California
$597K 14,266 +315 +2%
SFP
175
Shepherd Financial Partners
Massachusetts
$577K 13,800 -1,404 -9%
5 6
7
8 9