iShares ESG Aware MSCI USA Small-Cap ETF

ESML • BATS

iShares ESG Aware MSCI USA Small-Cap ETF is an exchange-traded fund on BATS. As of Q3 2025, 383 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. FMR LLC is the largest holder with a position valued at $118.2M.

Overview

Overview of institutional ownership in ESML as of Q3 2025

All Institutions

Institutions: 383
Value Held: $1.4B
Shares Held: 32.0M
Avg Position: $3.8M
Median Position: $517.7K

Hedge Funds

Hedge Funds: 4
Value Held: $6.0M
Shares Held: 132.9K
Avg Position: $1.5M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in ESML as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$118.2M 0.01% of portfolio	2.6M shares	Q1 2022 Held for 3y 8m	$1.92T
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$100.2M 0.24% of portfolio	2.2M shares	Q3 2023 Held for 2y 2m	$41.2B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$91.0M 0.01% of portfolio	2.0M shares	Q1 2020 Held for 5y 8m	$782.01B
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$80.3M 0.17% of portfolio	1.8M shares	Q1 2022 Held for 3y 8m	$47.3B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$79.1M 0.01% of portfolio	1.8M shares	Q3 2018 Held for 7y 2m	$1.33T
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$66.4M 0.05% of portfolio	1.5M shares	Q1 2019 Held for 6y 8m	$130.86B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$56.5M 0.01% of portfolio	1.3M shares	Q4 2018 Held for 6y 11m	$691.34B
V Vontobel Holding Ltd. Institution	-	$39.7M 0.12% of portfolio	880.0K shares	Q4 2020 Held for 4y 11m	$31.8B
F FIDUCIARY TRUST CO Institution	-	$39.2M 0.45% of portfolio	868.8K shares	Q1 2019 Held for 6y 8m	$8.8B
B BlackRock, Inc. Institution	-	$32.1M 0.00% of portfolio	711.3K shares	Q3 2018 Held for 7y 2m	$5.67T

Net Capital Flow

Institutional buying and selling activity for ESML in Q3 2025

Traded: −$30.1M
Buyers: 179
Sellers: 150
Total Bought: +$57.4M
Total Sold: −$87.5M
Avg Position: $3.6M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$11.9M +264.6K shares	$118.2M 2.6M shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	+$5.0M +111.6K shares	$14.3M 316.4K shares
B BlackRock, Inc. Institution	+$2.5M +56.5K shares	$32.1M 711.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$2.4M +53.4K shares	$2.4M 53.4K shares
J JANE STREET GROUP, LLC Institution	+$2.2M +49.3K shares	$2.2M 49.3K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$1.9M +42.3K shares	$2.7M 59.5K shares
R ROYAL BANK OF CANADA Institution	+$1.6M +36.1K shares	$22.6M 501.3K shares
Betterment LLC RIA/Wealth	+$1.5M +33.6K shares	$80.3M 1.8M shares
Sequoia Financial Advisors, LLC RIA/Wealth	+$1.5M +32.8K shares	$1.9M 43.0K shares
F Freestone Capital Holdings, LLC RIA/Wealth	+$1.4M +31.0K shares	$1.4M 31.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLS FARGO & COMPANY/MN Institution	−$22.4M −497.0K shares	$26.3M 584.5K shares
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution	−$16.9M −374.9K shares	$9.4M 208.4K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$6.9M −152.0K shares	$6.3M 139.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$4.9M −108.5K shares	$12.8M 283.1K shares
GOLDMAN SACHS GROUP INC Institution	−$3.2M −70.7K shares	$56.5M 1.3M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$2.9M −64.2K shares	$5.3M 118.3K shares
SigFig Wealth Management, LLC RIA/Wealth	−$2.5M −55.3K shares	$9.0M 200.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.0M −49.1K shares	Sold Off 0 shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$2.0M −43.7K shares	$8.2M 181.8K shares
Westfuller Advisors, LLC RIA/Wealth	−$1.8M −44.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESML in Q3 2025

New Positions: 15
New Value: $3.3M
Exited Positions: 19
Exited Value: $6.8M

New Positions

Institution	Position Value
F Freestone Capital Holdings, LLC RIA/Wealth	$1.4M 31.0K shares
Financial Services Advisory Inc RIA/Wealth	$1.0M 23.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$230.1K 5.1K shares
Higgins & Schmidt Wealth Strategies LLC RIA/Wealth	$209.9K 4.7K shares
Founders Financial Alliance, LLC RIA/Wealth	$130.3K 2.9K shares
Rossmore Private Capital RIA/Wealth	$92.1K 2.0K shares
MANNING & NAPIER ADVISORS LLC RIA/Wealth	$76.7K 1.7K shares
Quaker Wealth Management, LLC RIA/Wealth	$72.4K 1.6K shares
RESOURCES MANAGEMENT CORP /CT/ /ADV RIA/Wealth	$6.7K 148.0 shares
Triumph Capital Management RIA/Wealth	$3.3K 73.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0M 49.1K shares
Westfuller Advisors, LLC RIA/Wealth	$1.8M 44.2K shares
WNY Asset Management, LLC RIA/Wealth	$729.2K 17.6K shares
SRS Capital Advisors, Inc. RIA/Wealth	$419.7K 10.2K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$373.9K 9.0K shares
Curtis Advisory Group, LLC RIA/Wealth	$364.4K 8.8K shares
E Estate Counselors, LLC Institution	$298.8K 7.2K shares
Pinnacle Wealth Management Advisory Group, LLC RIA/Wealth	$288.6K 7.0K shares
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth	$271.7K 6.6K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	$90.8K 2.2K shares

Options Activity

Institutions with the largest Call and Put options positions in ESML as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ESML as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Stanich Group LLC RIA/Wealth	Martin James Briesach Managing Partner	3.38% $5.5M	122.4K shares	Q4 2024 Held for 11 months	$163.3M
Invera Wealth Advisors, LLC RIA/Wealth	Shenandoah Sampson CIO	2.38% $3.9M	85.5K shares	Q4 2023 Held for 1y 11m	$162.2M
eCIO, Inc. RIA/Wealth	Robin Chorone Roquitte CEO	1.91% $3.3M	72.6K shares	Q1 2025 Held for 8 months	$171.2M
BLUESTEM FINANCIAL ADVISORS, LLC RIA/Wealth	Jacob Daniel Kuebler President	1.72% $4.4M	97.4K shares	Q2 2020 Held for 5y 5m	$255.5M
Decker Retirement Planning Inc. RIA/Wealth	Brian James Decker President	1.54% $2.8M	61.6K shares	Q4 2024 Held for 11 months	$180.7M
Laurel Wealth Planning LLC RIA/Wealth	Laura Ann Kuntz CEO	1.40% $2.6M	58.3K shares	Q2 2021 Held for 4y 5m	$187.3M
rebel Financial LLC RIA/Wealth	William Phillip Ratcliff President	1.21% $2.5M	56.0K shares	Q2 2025 Held for 5 months	$208.9M
Plum Street Advisors, LLC RIA/Wealth	David Dirks Partner	1.19% $3.1M	68.1K shares	Q4 2023 Held for 1y 11m	$259.0M
Wealth Architects, LLC RIA/Wealth	Mark Thomas Johnsen CEO	1.09% $11.6M	257.2K shares	Q4 2021 Held for 3y 11m	$1.1B
WRAPMANAGER INC RIA/Wealth	Gabriel Fritz Burczyk CEO	0.95% $3.1M	68.5K shares	Q2 2020 Held for 5y 5m	$324.9M

Hedge Fund Spotlight

Discover hedge funds investing in ESML

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Aware MSCI USA Small-Cap ETF

Market Value: $2.4M
Shares Held: 53.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%