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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M 4,014,592 +926,015 +30%
Goldman Sachs
2
Goldman Sachs
New York
$58.3M 1,494,098 +76,606 +5%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$54.7M 1,403,178 +44,841 +3%
Northern Trust
4
Northern Trust
Illinois
$54.2M 1,388,709 +140,563 +11%
Creative Planning
5
Creative Planning
Kansas
$30.6M 784,964 +412,292 +111%
FT
6
Fiduciary Trust
Massachusetts
$30.3M 777,737 -35,445 -4%
Vontobel Holding
7
Vontobel Holding
Switzerland
$27.9M 715,000 -30,000 -4%
CFG
8
Citizens Financial Group
Rhode Island
$25.9M 664,306 +653,705 +6,166%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.1M 463,712 +118,669 +34%
M&T Bank
10
M&T Bank
New York
$15.7M 401,179 +45,916 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.2M 390,672 +110,186 +39%
Bank of America
12
Bank of America
North Carolina
$12.6M 322,923 +42,514 +15%
Ameriprise
13
Ameriprise
Minnesota
$11.7M 300,270 +42,529 +17%
UBS Group
14
UBS Group
Switzerland
$11.5M 293,836 -26,974 -8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.7M 273,467 +93,185 +52%
AI
16
Accredited Investors
Minnesota
$8.6M 220,567 +34,255 +18%
PAS
17
Park Avenue Securities
New York
$8.41M 215,454 +57,251 +36%
LPL Financial
18
LPL Financial
California
$8.26M 211,650 +87,188 +70%
HGWM
19
Harvest Group Wealth Management
Massachusetts
$7.55M 193,443 +6,910 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$7.21M 184,793 +38,661 +26%
MML Investors Services
21
MML Investors Services
Massachusetts
$6.85M 175,565 +42,499 +32%
WI
22
WrapManager Inc
California
$6.77M 173,506 +781 +0.5%
5L
23
55I LLC
Massachusetts
$5.76M 147,552 +18,290 +14%
GI
24
Gradient Investments
Minnesota
$5.18M 132,805 +615 +0.5%
EWM
25
Empirical Wealth Management
Washington
$5.16M 132,346 +29,099 +28%
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