ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
V
201
Veritable
Delaware
$224K 5,750 – –
Bank of New York Mellon
202
Bank of New York Mellon
New York
$222K 5,680 -771 -12%
VWM
203
Venturi Wealth Management
Texas
$213K 5,458 +5,458 New
TI
204
tru Independence
Oregon
$210K 5,406 +5,406 New
OFG
205
Omega Financial Group
California
$208K 5,320 +5,320 New
1SB
206
1ST Source Bank
Indiana
$205K 5,254 +91 +2%
TIA
207
Traphagen Investment Advisors
New Jersey
$204K 5,240 +251 +5%
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$190K 4,875 +754 +18%
AWA
209
Arkadios Wealth Advisors
Georgia
$164K 4,225 -135 -3%
LPIC
210
LeJeune Puetz Investment Counsel
Michigan
$162K 4,145 – –
LWP
211
Laurel Wealth Planning
Minnesota
$160K 4,110 +3,971 +2,857%
CAL
212
Capital Analysts LLC
Pennsylvania
$158K 4,051 -96 -2%
IA
213
IFP Advisors
Florida
$145K 3,731 +1,271 +52%
CWA
214
Carolina Wealth Advisors
South Carolina
$144K 3,691 – –
MFA
215
McClarren Financial Advisors
Pennsylvania
$143K 3,671 +13 +0.4%
FCA
216
FinTrust Capital Advisors
South Carolina
$137K 3,503 – –
FA
217
Flagstar Advisors
New York
$136K 3,485 +3,485 New
CFGS
218
Concourse Financial Group Securities
Alabama
$130K 3,341 +1,123 +51%
BCPWM
219
Bradley & Co Private Wealth Management
Florida
$122K 3,132 +331 +12%
PP
220
PrairieView Partners
Minnesota
$121K 3,107 – –
PCG
221
Private Capital Group
Connecticut
$116K 2,975 +129 +5%
BAM
222
Belpointe Asset Management
Nevada
$116K 2,972 +2,972 New
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$113K 2,915 +626 +27%
AIM
224
Acropolis Investment Management
Missouri
$107K 2,880 – –
Morgan Stanley
225
Morgan Stanley
New York
$104K 2,662 +1,416 +114%
7 8
9
10 11