We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

266 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, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M +$36.6M +926,015 +30%
Goldman Sachs
2
Goldman Sachs
New York
$58.3M +$3.03M +76,606 +5%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$54.7M +$1.77M +44,841 +3%
Northern Trust
4
Northern Trust
Illinois
$54.2M +$5.56M +140,563 +11%
Creative Planning
5
Creative Planning
Kansas
$30.6M +$16.3M +412,292 +111%
FT
6
Fiduciary Trust
Massachusetts
$30.3M -$1.4M -35,445 -4%
Vontobel Holding
7
Vontobel Holding
Switzerland
$27.9M -$1.19M -30,000 -4%
CFG
8
Citizens Financial Group
Rhode Island
$25.9M +$25.9M +653,705 +6,166%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.1M +$4.69M +118,669 +34%
M&T Bank
10
M&T Bank
New York
$15.7M +$1.82M +45,916 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.2M +$4.36M +110,186 +39%
Bank of America
12
Bank of America
North Carolina
$12.6M +$1.68M +42,514 +15%
Ameriprise
13
Ameriprise
Minnesota
$11.7M +$1.68M +42,529 +17%
UBS Group
14
UBS Group
Switzerland
$11.5M -$1.07M -26,974 -8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.7M +$3.69M +93,185 +52%
AI
16
Accredited Investors
Minnesota
$8.6M +$1.36M +34,255 +18%
PAS
17
Park Avenue Securities
New York
$8.4M +$2.26M +57,251 +36%
LPL Financial
18
LPL Financial
California
$8.26M +$3.45M +87,188 +70%
HGWM
19
Harvest Group Wealth Management
Massachusetts
$7.55M +$273K +6,910 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$7.21M +$1.53M +38,661 +26%
MML Investors Services
21
MML Investors Services
Massachusetts
$6.85M +$1.68M +42,499 +32%
WI
22
WrapManager Inc
California
$6.77M +$30.9K +781 +0.5%
5L
23
55I LLC
Massachusetts
$5.76M +$724K +18,290 +14%
GI
24
Gradient Investments
Minnesota
$5.18M +$24.3K +615 +0.5%
EWM
25
Empirical Wealth Management
Washington
$5.16M +$1.15M +29,099 +28%