ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

141 hedge funds and large institutions have $274M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+19
Holders Change %
+15.57%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
75
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M 1,154,449 +342,908 +42%
Goldman Sachs
3
Goldman Sachs
New York
$26.5M 998,801 -3,350 -0.3%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$24.4M 921,588 +646,465 +235%
FT
5
Fiduciary Trust
Massachusetts
$20.4M 768,948 -2,982 -0.4%
Northern Trust
6
Northern Trust
Illinois
$18.2M 686,407 +79,964 +13%
Creative Planning
7
Creative Planning
Kansas
$10.2M 386,352 +33,306 +9%
HGWM
8
Harvest Group Wealth Management
Massachusetts
$6.47M 243,852 -10,754 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.32M 238,288 +11,077 +5%
Bank of America
10
Bank of America
North Carolina
$6.05M 228,101 +199,045 +685%
WI
11
WrapManager Inc
California
$5.09M 191,794 +8,025 +4%
Ameriprise
12
Ameriprise
Minnesota
$4.71M 178,232 +147,016 +471%
UBS Group
13
UBS Group
Switzerland
$4.64M 175,060 -9,799 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.19M 157,873 +54,891 +53%
BAAM
15
Baker Avenue Asset Management
California
$3.91M 147,443 +14,627 +11%
AI
16
Accredited Investors
Minnesota
$3.17M 119,336 +11,481 +11%
B
17
Bailard
California
$2.93M 110,563 +3,894 +4%
EWA
18
EP Wealth Advisors
California
$2.27M 85,469 +226 +0.3%
BlackRock
19
BlackRock
New York
$2.25M 84,960 +52,185 +159%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.08M 78,444 +8,740 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.06M 77,682 +25,666 +49%
SHGA
22
Sand Hill Global Advisors
California
$1.99M 75,145 +15,337 +26%
PBT
23
Pictet Bank & Trust
Bahamas
$1.86M 70,000
EWM
24
Empirical Wealth Management
Washington
$1.71M 64,438 +14,554 +29%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$1.69M 63,848 +6,774 +12%