We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$135M -$12.9M -376,104 -8%
Goldman Sachs
2
Goldman Sachs
New York
$69.8M +$5.75M +167,116 +8%
Northern Trust
3
Northern Trust
Illinois
$51.8M -$137K -3,979 -0.2%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$50.7M +$3.05M +88,740 +6%
Creative Planning
5
Creative Planning
Kansas
$33.4M +$3.39M +98,488 +10%
TF
6
TIAA FSB
Florida
$26.5M +$25.9M +753,760 +874%
FT
7
Fiduciary Trust
Massachusetts
$25.5M -$986K -28,654 -3%
Vontobel Holding
8
Vontobel Holding
Switzerland
$22.5M
CFG
9
Citizens Financial Group
Rhode Island
$21.2M +$272K +7,899 +1%
M&T Bank
10
M&T Bank
New York
$20.2M +$5.06M +146,924 +29%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.9M -$5.72M -166,185 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.4M -$1.81M -52,700 -11%
Bank of America
13
Bank of America
North Carolina
$13.1M -$57.6K -1,674 -0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.04M +30,253 +9%
AI
15
Accredited Investors
Minnesota
$9.34M +$806K +23,412 +9%
AA
16
Acorns Advisers
California
$9.13M +$1.46M +42,423 +17%
UBS Group
17
UBS Group
Switzerland
$8.66M -$1M -29,203 -10%
LPL Financial
18
LPL Financial
California
$8.07M -$2.64M -76,660 -23%
SEI Investments
19
SEI Investments
Pennsylvania
$8.06M +$770K +22,363 +10%
PAS
20
Park Avenue Securities
New York
$7.97M -$107K -3,119 -1%
Ameriprise
21
Ameriprise
Minnesota
$7.62M -$253K -7,352 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.28M -$3.5M -101,580 -31%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$7.13M +$940K +27,315 +14%
5L
24
55I LLC
Massachusetts
$6.85M +$1.71M +49,664 +30%
SHGA
25
Sand Hill Global Advisors
California
$6.66M +$946K +27,492 +15%