ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
176
SNS Financial Group
Minnesota
$518K +$17.2K +510 +3%
MPW
177
MA Private Wealth
California
$517K
CGL
178
Clarius Group LLC
Washington
$515K -$34.9K -1,038 -6%
AIM
179
Acropolis Investment Management
Missouri
$507K -$3.57K -106 -0.7%
SHJ
180
Sharkey, Howes & Javer
Colorado
$503K -$425K -12,644 -46%
BWP
181
BSW Wealth Partners
Colorado
$494K +$82.2K +2,442 +20%
SFP
182
Shepherd Financial Partners
Massachusetts
$488K -$4.81K -143 -1%
AIP
183
Ameritas Investment Partners
Nebraska
$482K -$4.71K -140 -1%
GDP
184
Great Diamond Partners
Maine
$474K +$8.35K +248 +2%
VFO
185
Virtus Family Office
Texas
$455K +$6.49K +192 +1%
JFA
186
JNBA Financial Advisors
Minnesota
$455K +$9.89K +294 +2%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$455K -$550K -16,331 -55%
CAMV
188
Concord Asset Management (Virginia)
Virginia
$453K -$9.96K -296 -2%
FCM
189
Fortis Capital Management
Washington
$453K +$83.3K +2,476 +23%
HWMG
190
Hurlow Wealth Management Group
Indiana
$434K +$39.3K +1,167 +10%
BSWM
191
Boston Standard Wealth Management
Massachusetts
$426K -$20.5K -609 -5%
Cerity Partners
192
Cerity Partners
New York
$424K -$697K -20,696 -62%
RIG
193
Ramiah Investment Group
Wisconsin
$423K +$33K +981 +8%
CAG
194
Curtis Advisory Group
California
$421K -$822K -24,423 -66%
WP
195
WealthSource Partners
California
$418K -$494K -14,667 -54%
GWM
196
Grand Wealth Management
Michigan
$416K
BFP
197
Brewster Financial Planning
New York
$414K
PFA
198
Pathway Financial Advisors
Vermont
$413K
DI
199
DFPG Investments
Utah
$410K -$363K -11,341 -47%
NA
200
NewEdge Advisors
Louisiana
$408K +$92.8K +2,759 +29%