We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
176
Castle Rock Wealth Management
California
$270K +$270K +6,794 New
SCM
177
Stordahl Capital Management
Colorado
$266K
OCM
178
One Capital Management
California
$261K +$258K +6,485 New
CFA
179
CWS Financial Advisors
Michigan
$260K -$9.86K -248 -4%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$260K +$9.98K +251 +4%
OWA
181
Opal Wealth Advisors
New York
$250K -$47.2K -1,187 -16%
ADL
182
Asset Dedication LLC
California
$247K +$33.6K +844 +16%
HHGA
183
Halbert Hargrove Global Advisors
California
$244K +$199 +5 +0.1%
V
184
Veritable
Delaware
$232K
SHWM
185
Silicon Hills Wealth Management
Texas
$227K +$224K +5,621 New
CW
186
CreativeOne Wealth
Kansas
$225K +$222K +5,582 New
OPS
187
Orion Portfolio Solutions
Nebraska
$223K +$220K +5,524 New
T
188
TrueFG
Texas
$222K -$1.19K -30 -0.5%
1SB
189
1ST Source Bank
Indiana
$208K +$205K +5,163 New
PP
190
PDS Planning
Ohio
$203K +$200K +5,025 New
Members Trust
191
Members Trust
Florida
$202K +$199K +5,000 New
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$202K +$199K +5,015 New
TIA
193
Traphagen Investment Advisors
New Jersey
$201K -$159 -4 -0.1%
HI
194
Harbour Investments
Wisconsin
$201K +$155K +3,888 +358%
CMO
195
Covenant Multifamily Offices
Texas
$201K +$198K +4,986 New
PAM
196
PFM Asset Management
Pennsylvania
$193K +$190K +4,784 New
AWA
197
Arkadios Wealth Advisors
Georgia
$176K +$64.4K +1,620 +59%
CWP
198
Concord Wealth Partners
Virginia
$173K +$171K +4,291 New
GIA
199
Goodwin Investment Advisory
Georgia
$172K +$82.8K +2,081 +92%
LPIC
200
LeJeune Puetz Investment Counsel
Michigan
$167K