We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

45 hedge funds and large institutions have $59.5M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

50% more funds holding

Funds holding: 3045 (+15)

23% more capital invested

Capital invested by funds: $48.2M → $59.5M (+$11.3M)

33.65% less ownership

Funds ownership: 139.71%106.06% (-34%)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$32.6M
Creative Planning
2
Creative Planning
Kansas
$5.16M +$2.37M +89,093 +87%
Goldman Sachs
3
Goldman Sachs
New York
$3.22M +$1.26M +47,369 +66%
FT
4
Fiduciary Trust
Massachusetts
$2.38M +$852K +31,997 +57%
PBT
5
Pictet Bank & Trust
Bahamas
$1.89M +$1.86M +70,000 New
AI
6
Accredited Investors
Minnesota
$1.81M +$1.01M +38,019 +130%
B
7
Bailard
California
$1.81M +$378K +14,195 +27%
TRCT
8
Tower Research Capital (TRC)
New York
$1.48M +$195K +7,315 +15%
BlackRock
9
BlackRock
New York
$1.32M +$501K +18,833 +63%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.08M +$30K +1,128 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.01M +$62.2K +2,335 +7%
FTIOP
12
Fiduciary Trust International of Pennsylvania
Pennsylvania
$580K +$572K +21,494 New
RCS
13
Retirement Capital Strategies
California
$459K +$452K +16,990 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$449K +$444K +16,670 New
BC
15
Brinker Capital
Pennsylvania
$402K +$189K +7,108 +91%
MM
16
Main Management
California
$380K +$215K +8,084 +135%
BWM
17
Baystate Wealth Management
Massachusetts
$369K +$19.8K +742 +6%
MMA
18
Miracle Mile Advisors
California
$350K +$126K +4,740 +58%
Bank of America
19
Bank of America
North Carolina
$337K +$163K +6,135 +97%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$333K
GI
21
Gradient Investments
Minnesota
$314K +$20.8K +780 +7%
WT
22
Whittier Trust
California
$310K
SFG
23
Sage Financial Group
Pennsylvania
$295K
EWA
24
EP Wealth Advisors
California
$216K +$213K +8,005 New
IFAM
25
Institutional & Family Asset Management
Colorado
$165K -$160 -6 -0.1%