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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

329 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, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
201
Concord Asset Management (Virginia)
Virginia
$384K +$17.6K +573 +5%
AAS
202
Avantax Advisory Services
Texas
$379K -$21.6K -705 -5%
MFA
203
McClarren Financial Advisors
Pennsylvania
$376K +$376K +12,261 New
GWM
204
Grand Wealth Management
Michigan
$368K -$112K -3,645 -23%
Bank of New York Mellon
205
Bank of New York Mellon
New York
$361K +$20.3K +660 +6%
KFSC
206
Keystone Financial Services (Colorado)
Colorado
$360K -$57.1K -1,722 -14%
VCS
207
Vaughan & Co Securities
New Jersey
$358K – – –
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$349K +$9.16K +299 +3%
DL
209
DOHJ LLC
Washington
$343K -$116K -3,779 -25%
TFO
210
Tarbox Family Office
California
$341K -$4.54K -144 -1%
MCM
211
Maryland Capital Management
Maryland
$330K – – –
MAG
212
Mokosak Advisory Group
Iowa
$329K -$12.2K -399 -4%
ODIJL
213
One Day In July LLC
Vermont
$327K +$31.8K +1,037 +11%
BSB
214
Bangor Savings Bank
Maine
$324K +$8.37K +273 +3%
AA
215
Aufman Associates
Pennsylvania
$322K +$338 +11 +0.1%
SWA
216
Sax Wealth Advisors
New Jersey
$312K +$30.7K +999 +11%
OWA
217
Opal Wealth Advisors
New York
$309K +$1.87K +61 +0.6%
FCM
218
Fortis Capital Management
Washington
$305K +$52.7K +1,715 +21%
OBWG
219
Onyx Bridge Wealth Group
New York
$299K +$299K +9,624 New
HWMG
220
Hurlow Wealth Management Group
Indiana
$298K +$69.2K +2,260 +30%
MYIA
221
Mount Yale Investment Advisors
Colorado
$295K +$295K +9,614 New
BAM
222
Baldrige Asset Management
Pennsylvania
$294K +$12.9K +420 +5%
EWA
223
ERTS Wealth Advisors
Michigan
$289K +$7.8K +254 +3%
WFA
224
Wade Financial Advisory
California
$289K +$20.1K +655 +7%
BBA
225
BLB&B Advisors
Pennsylvania
$289K +$23.7K +772 +9%
7 8
9
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