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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$29M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$37.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.62M
4
Northern Trust
4
Northern Trust
Illinois
$26.9M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M
2
BAAM
2
Baker Avenue Asset Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.92M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$920K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$7.32M
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$37.5M 1,099,985 +178,397 +19%
Goldman Sachs
2
Goldman Sachs
New York
$35.9M 1,050,794 +51,993 +5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587 – –
Vontobel Holding
4
Vontobel Holding
Switzerland
$29M 850,000 +850,000 New
Northern Trust
5
Northern Trust
Illinois
$26.9M 788,401 +101,994 +15%
FT
6
Fiduciary Trust
Massachusetts
$26.4M 772,744 +3,796 +0.5%
Creative Planning
7
Creative Planning
Kansas
$16.4M 481,076 +94,724 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.9M 407,570 -746,879 -65%
Bank of America
9
Bank of America
North Carolina
$9.62M 281,744 +53,643 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.52M 249,678 +11,390 +5%
UBS Group
11
UBS Group
Switzerland
$8.31M 243,508 +68,448 +39%
HGWM
12
Harvest Group Wealth Management
Massachusetts
$7.32M 214,465 -29,387 -12%
WI
13
WrapManager Inc
California
$6.57M 192,590 +796 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$6.09M 167,994 -10,238 -6%
AI
15
Accredited Investors
Minnesota
$4.28M 125,291 +5,955 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.86M 113,040 +35,358 +46%
B
17
Bailard
California
$3.82M 111,951 +1,388 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.62M 106,155 +106,155 New
EWA
19
EP Wealth Advisors
California
$3.04M 89,127 +3,658 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$2.94M 86,067 +31,858 +59%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.92M 85,580 -72,293 -46%
SHGA
22
Sand Hill Global Advisors
California
$2.85M 83,402 +8,257 +11%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.75M 80,464 +2,020 +3%
BlackRock
24
BlackRock
New York
$2.74M 80,349 -4,611 -5%
EWM
25
Empirical Wealth Management
Washington
$2.72M 79,800 +15,362 +24%
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