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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

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.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

39% more capital invested

Capital invested by funds: $274M → $381M (+$107M)

26% more funds holding

Funds holding: 141 → 177 (+36)

3% more ownership

Funds ownership: 70.73% → 73.73% (+3%)

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.13%
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
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$5.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
3
Northern Trust
Northern Trust
Illinois
+$3.14M
4
Creative Planning
Creative Planning
Kansas
+$2.91M
5
UBS Group
UBS Group
Switzerland
+$2.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23M
2
BAAM
Baker Avenue Asset Management
California
-$3.91M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.22M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.07M
5
HGWM
Harvest Group Wealth Management
Massachusetts
-$904K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
176
Baker Avenue Asset Management
California
– -$3.91M -147,443 Closed
BCI
177
Brinker Capital Investments
Pennsylvania
– -$683K -25,773 Closed
HGWM
178
Horst & Graben Wealth Management
Oregon
– -$454K -17,127 Closed
EH
179
Equitable Holdings
New York
– -$446K -16,819 Closed
APW
180
Austin Private Wealth
Texas
– -$258K -9,736 Closed
CIC
181
Cornercap Investment Counsel
Georgia
– -$249K -9,388 Closed
Prudential Financial
182
Prudential Financial
New Jersey
– -$227K -8,556 Closed
BBA
183
Braun-Bostich & Associates
Pennsylvania
– -$81K -3,060 Closed
CPW
184
Catalyst Private Wealth
California
– -$38K -1,437 Closed
Fidelity Investments
185
Fidelity Investments
Massachusetts
– +$31 +1 New
4 5 6 7
8