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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Overview Fund Activity

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$187M 4,642,496 +627,904 +16%
Goldman Sachs
2
Goldman Sachs
New York
$73M 1,809,921 +315,823 +21%
Northern Trust
3
Northern Trust
Illinois
$61.2M 1,518,629 +129,920 +9%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$58.2M 1,443,750 +40,572 +3%
Creative Planning
5
Creative Planning
Kansas
$39.7M 985,616 +200,652 +26%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$34M 842,779 +842,779 New
FT
7
Fiduciary Trust
Massachusetts
$33.9M 840,917 +63,180 +8%
Vontobel Holding
8
Vontobel Holding
Switzerland
$28.8M 715,000 – –
CFG
9
Citizens Financial Group
Rhode Island
$26.8M 664,919 +613 +0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$20M 494,730 +31,018 +7%
UBS Group
11
UBS Group
Switzerland
$18.6M 460,887 +167,051 +57%
M&T Bank
12
M&T Bank
New York
$18M 444,946 +43,767 +11%
Bank of America
13
Bank of America
North Carolina
$15.3M 379,226 +56,303 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.4M 332,773 +59,306 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M 310,811 -79,861 -20%
Ameriprise
16
Ameriprise
Minnesota
$11.1M 272,672 -27,598 -9%
LPL Financial
17
LPL Financial
California
$10.8M 266,638 +54,988 +26%
PAS
18
Park Avenue Securities
New York
$9.93M 246,234 +30,780 +14%
AI
19
Accredited Investors
Minnesota
$9.6M 238,100 +17,533 +8%
MML Investors Services
20
MML Investors Services
Massachusetts
$9.12M 226,158 +50,593 +29%
HGWM
21
Harvest Group Wealth Management
Massachusetts
$8.55M 212,158 +18,715 +10%
SEI Investments
22
SEI Investments
Pennsylvania
$8.36M 207,505 +22,712 +12%
Truist Financial
23
Truist Financial
North Carolina
$8.29M 205,579 +154,710 +304%
AA
24
Acorns Advisers
California
$8.15M 202,189 +70,703 +54%
WI
25
WrapManager Inc
California
$7.01M 173,757 +251 +0.1%
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