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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

323 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, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 31

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $814M → $1.02B (+$209M)

21% more funds holding

Funds holding: 266 → 323 (+57)

4.88% more ownership

Funds ownership: 73.56% → 78.43% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
323
Holders Change
+57
Holders Change %
+21.43%
% 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
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.4M
2
Goldman Sachs
Goldman Sachs
New York
+$12.8M
3
Creative Planning
Creative Planning
Kansas
+$8.12M
4
UBS Group
UBS Group
Switzerland
+$6.76M
5
Truist Financial
Truist Financial
North Carolina
+$6.26M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
3
OMC
Old Mission Capital
Illinois
-$2.83M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
ERTS Wealth Advisors
Michigan
$299K +$4.78K +118 +2%
AAS
227
Avantax Advisory Services
Texas
$287K +$49.6K +1,225 +21%
AP
228
Appleton Partners
Massachusetts
$286K +$287K +7,093 New
AssetMark Inc
229
AssetMark Inc
California
$285K -$810 -20 -0.3%
CA
230
CoreCap Advisors
Michigan
$284K +$285K +7,035 New
FA
231
Fountainhead AM
New Jersey
$277K +$11.2K +277 +4%
CFD
232
Creative Financial Designs
Indiana
$276K -$37K -914 -12%
PP
233
PDS Planning
Ohio
$270K +$271K +6,700 New
SCM
234
Stordahl Capital Management
Colorado
$266K – – –
WANY
235
Wealthspire Advisors (New York)
New York
$266K – – –
CFA
236
CWS Financial Advisors
Michigan
$266K +$267K +6,589 New
SIM
237
Seaview Investment Managers
Florida
$261K +$261K +6,456 New
MYIA
238
Mount Yale Investment Advisors
Colorado
$259K +$260K +6,433 New
EWA
239
EverSource Wealth Advisors
Alabama
$258K +$258K +6,381 New
BOPW
240
Brandywine Oak Private Wealth
Pennsylvania
$254K +$255K +6,309 New
BAM
241
Belpointe Asset Management
Nevada
$253K +$133K +3,292 +111%
T
242
TrueFG
Texas
$252K – – –
FCIM
243
Fairview Capital Investment Management
California
$250K +$2.02K +50 +0.8%
PA
244
Pinnacle Associates
New York
$249K +$250K +6,180 New
FFS
245
Founders Financial Securities
Maryland
$248K +$249K +6,144 New
BFP
246
Brewster Financial Planning
New York
$247K +$248K +6,135 New
VWM
247
Venturi Wealth Management
Texas
$246K +$26.3K +650 +12%
HHGA
248
Halbert Hargrove Global Advisors
California
$244K +$283 +7 +0.1%
REMPR
249
Roof Eidam Maycock Peralta (REMP)
California
$243K – – –
HFA
250
High Falls Advisors
New York
$242K +$243K +6,011 New
8 9
10
11 12

ESML Hedge Fund Activity: Q4 2021 in Review

323 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2021, worth a combined $1.02B — up 26% from $814M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESML positions and 14 closed out — a net gain of 61 holders — while 177 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.4M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.

  • 323 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2021, up from 266 in Q3 2021.
  • Funds reported $1.02B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2021 and 14 closed out, a net change of +61 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $25.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.