We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
176
Boston Standard Wealth Management
Massachusetts
$472K +$1.65K +49 +0.3%
NYLIM
177
New York Life Investment Management
New York
$464K +$283K +8,394 +124%
RZH
178
Relyea Zuckerberg Hanson
Connecticut
$449K +$16.1K +478 +3%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$448K +$176K +5,204 +55%
AIP
180
Ameritas Investment Partners
Nebraska
$444K -$1.11K -33 -0.2%
BDFN
181
Bond & Devick Financial Network
Minnesota
$443K +$1.45K +43 +0.3%
MM
182
Main Management
California
$435K
IA
183
IFP Advisors
Florida
$433K +$120K +3,569 +29%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$433K +$148K +4,386 +47%
BFA
185
Bragg Financial Advisors
North Carolina
$430K +$1.18K +35 +0.3%
AIM
186
Acropolis Investment Management
Missouri
$428K
RIA
187
Regal Investment Advisors
Michigan
$428K +$5.13K +152 +1%
FWM
188
Fingerlakes Wealth Management
New York
$425K +$47K +1,393 +11%
CPIG
189
Chicago Partners Investment Group
Illinois
$421K +$156K +4,611 +57%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$419K +$461K +13,676 New
CAN
191
Claraphi Advisory Network
United States
$416K -$1.35K -40 -0.3%
OWM
192
Orgel Wealth Management
Wisconsin
$413K +$455K +13,473 New
LNC
193
Lincoln National Corp
Pennsylvania
$400K +$2.19K +65 +0.5%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$400K +$427K +12,661 +3,376%
NFP
195
NorthLanding Financial Partners
New York
$397K +$437K +12,942 New
AT
196
American Trust
Kentucky
$397K +$437K +12,956 New
SB
197
Strategic Blueprint
Georgia
$396K -$41.6K -1,234 -9%
JFA
198
JNBA Financial Advisors
Minnesota
$395K -$45.3K -1,342 -9%
OPS
199
Orion Portfolio Solutions
Nebraska
$391K +$42.7K +1,264 +11%
ECM
200
Evergreen Capital Management
Washington
$386K +$32.6K +965 +8%