ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFP
201
OLIO Financial Planning
Virginia
$415K +$117K +3,038 +39%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$414K -$41.3K -1,075 -9%
MFC
203
Morris Financial Concepts
South Carolina
$410K -$7.07K -184 -2%
PPW
204
Presilium Private Wealth
Pennsylvania
$405K +$54.8K +1,427 +16%
CW
205
Cook Wealth
North Carolina
$403K -$4.71K -125 -1%
SFA
206
Sequoia Financial Advisors
Ohio
$401K +$3.84K +100 +1%
CCM
207
Coldstream Capital Management
Washington
$399K
B
208
Birchbrook
Maine
$398K -$620K -16,147 -61%
CAG
209
Curtis Advisory Group
California
$393K
D.E. Shaw & Co
210
D.E. Shaw & Co
New York
$387K -$11.5K -300 -3%
AFG
211
Atomi Financial Group
New York
$386K +$85.8K +2,235 +29%
RP
212
Riverwater Partners
Wisconsin
$383K -$31.5K -821 -8%
T
213
TrueFG
Texas
$382K +$22.4K +584 +6%
EWA
214
ERTS Wealth Advisors
Michigan
$377K +$2.5K +65 +0.7%
MCWS
215
McKinley Carter Wealth Services
West Virginia
$377K +$19.4K +505 +5%
MBT
216
Montecito Bank & Trust
California
$371K
RWP
217
RWA Wealth Partners
Massachusetts
$365K -$35.5K -924 -9%
DC
218
Davenport & Co
Virginia
$363K +$7.03K +183 +2%
PAS
219
Park Avenue Securities
New York
$361K +$137K +3,567 +61%
REMPR
220
Roof Eidam Maycock Peralta (REMP)
California
$359K -$1.5K -39 -0.4%
HG
221
Harbor Group
New Hampshire
$357K -$39.1K -1,017 -10%
PP
222
PrairieView Partners
Minnesota
$356K +$1.5K +39 +0.4%
SPIA
223
Steward Partners Investment Advisory
New York
$352K +$12.4K +324 +4%
FNB
224
Farmers National Bank
Kentucky
$345K +$13.9K +363 +4%
MFA
225
McClarren Financial Advisors
Pennsylvania
$338K -$238K -3,713 -41%