We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M +$54.9M +1,380,995 +81%
Goldman Sachs
2
Goldman Sachs
New York
$57.2M +$9.05M +227,512 +19%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$54.8M +$2.78M +69,782 +5%
Northern Trust
4
Northern Trust
Illinois
$50.4M +$8.77M +220,458 +21%
FT
5
Fiduciary Trust
Massachusetts
$32.8M +$1.53M +38,561 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$32.6M
Vontobel Holding
7
Vontobel Holding
Switzerland
$30.1M -$2.19M -55,000 -7%
Creative Planning
8
Creative Planning
Kansas
$15M -$8.91M -223,985 -38%
M&T Bank
9
M&T Bank
New York
$14.3M +$5.66M +142,444 +67%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.9M +$4.36M +109,729 +47%
UBS Group
11
UBS Group
Switzerland
$13M +$506K +12,736 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.3M -$4.92M -123,803 -31%
Bank of America
13
Bank of America
North Carolina
$11.3M -$311K -7,823 -3%
Ameriprise
14
Ameriprise
Minnesota
$10.5M +$1.14M +28,685 +13%
HGWM
15
Harvest Group Wealth Management
Massachusetts
$7.53M -$248K -6,236 -3%
AI
16
Accredited Investors
Minnesota
$7.52M +$1.67M +42,084 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.28M +$230K +5,790 +3%
WI
18
WrapManager Inc
California
$6.97M -$646K -16,250 -9%
PAS
19
Park Avenue Securities
New York
$6.39M +$3M +75,539 +91%
SEI Investments
20
SEI Investments
Pennsylvania
$5.91M +$2.39M +60,065 +70%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.37M +$2.05M +51,531 +63%
GI
22
Gradient Investments
Minnesota
$5.34M +$423K +10,641 +9%
5L
23
55I LLC
Massachusetts
$5.22M +$2.77M +69,582 +117%
LPL Financial
24
LPL Financial
California
$5.03M +$1.45M +36,578 +42%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.53M +$927K +23,319 +26%