ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
156
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.41M
2
Betterment LLC
2
Betterment LLC
New York
$67.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.9M
4
SG
4
Stanich Group
New York
$4.3M
5
FTUS
5
Flow Traders U.S.
New York
$2.94M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$56.5M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$28M
4
CFG
4
Citizens Financial Group
Rhode Island
$7.99M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$851K 20,239 +39 +0.2%
OWA
152
Opal Wealth Advisors
New York
$847K 20,140 +11,386 +130%
AA
153
Aufman Associates
Pennsylvania
$846K 20,130 +1,509 +8%
CB
154
Commerce Bank
Missouri
$839K 19,951 – –
DT
155
Diversified Trust
Tennessee
$828K 19,695 -2,000 -9%
LRWA
156
Long Run Wealth Advisors
New York
$812K 19,307 -1,159 -6%
OCM
157
One Capital Management
California
$804K 19,118 +505 +3%
DWT
158
Dorsey & Whitney Trust
South Dakota
$800K 19,035 -1,500 -7%
TRCT
159
Tower Research Capital (TRC)
New York
$797K 18,944 -2,321 -11%
BFA
160
Bragg Financial Advisors
North Carolina
$794K 18,888 -132 -0.7%
ACA
161
Affinity Capital Advisors
California
$748K 17,663 -598 -3%
FWM
162
Fingerlakes Wealth Management
New York
$742K 17,636 -1,404 -7%
SFG
163
SNS Financial Group
Minnesota
$741K 17,620 +1,696 +11%
SWA
164
Sax Wealth Advisors
New Jersey
$736K 17,513 +155 +0.9%
Empower Advisory Group
165
Empower Advisory Group
Colorado
$719K 17,108 -1,148 -6%
BPA
166
Beacon Pointe Advisors
California
$692K 16,459 +2,888 +21%
ODIJL
167
One Day In July LLC
Vermont
$681K 16,203 +2,705 +20%
BFP
168
Brewster Financial Planning
New York
$681K 16,196 +6,366 +65%
BWP
169
BSW Wealth Partners
Colorado
$680K 16,173 +354 +2%
AT
170
American Trust
Kentucky
$671K 15,963 +680 +4%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$669K 15,900 +15,900 New
AIM
172
Acropolis Investment Management
Missouri
$649K 15,437 +497 +3%
BDFN
173
Bond & Devick Financial Network
Minnesota
$648K 15,500 – –
VFA
174
Valeo Financial Advisors
Indiana
$636K 15,130 -996 -6%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$633K 15,056 – –
5 6
7
8 9