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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

1% more capital invested

Capital invested by funds: $984M → $995M (+$11.3M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.39% less ownership

Funds ownership: 76.16% → 75.77% (-0.39%)

3% less funds holding

Funds holding: 356 → 347 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
347
Holders Change
-9
Holders Change %
-2.53%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
143
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWG
Summit Wealth Group
Vermont
+$41.4M
2
FFN
Focus Financial Network
Minnesota
+$4.98M
3
Northern Trust
Northern Trust
Illinois
+$4.33M
4
SC
Savant Capital
Illinois
+$3.93M
5
BCM
Becker Capital Management
Oregon
+$2.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
PFO
Pathstone Family Office
New Jersey
-$16.8M
3
Franklin Resources
Franklin Resources
California
-$6.41M
4
LGWM
Litman Gregory Wealth Management
California
-$4.95M
5
SWP
Stratos Wealth Partners
Ohio
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
226
Johnson Bixby & Associates
Washington
$318K +$10.7K +306 +3%
EWA
227
ERTS Wealth Advisors
Michigan
$316K -$17.8K -509 -5%
BBA
228
BLB&B Advisors
Pennsylvania
$310K -$8.8K -252 -3%
CFGS
229
Concourse Financial Group Securities
Alabama
$309K +$115K +3,294 +57%
Mariner
230
Mariner
Kansas
$304K -$42.8K -1,226 -12%
T
231
TrueFG
Texas
$303K -$5.87K -168 -2%
UCFA
232
United Capital Financial Advisors
Texas
$302K +$12.5K +357 +4%
AFG
233
Affinia Financial Group
Massachusetts
$298K +$23.1K +662 +8%
BOPW
234
Brandywine Oak Private Wealth
Pennsylvania
$292K +$10.1K +290 +3%
CFG
235
Carr Financial Group
Massachusetts
$291K – – –
B
236
Bridgeworth
Alabama
$290K -$6.77K -194 -2%
WCF
237
West Coast Financial
California
$290K +$298K +8,520 New
HPM
238
Hoxton Planning & Management
West Virginia
$287K -$77.9K -2,230 -21%
WFA
239
Wells Financial Advisors
Massachusetts
$286K +$10.5K +300 +4%
IFAM
240
Institutional & Family Asset Management
Colorado
$281K -$5.17K -148 -2%
FFA
241
Farther Finance Advisors
California
$278K -$234K -6,712 -45%
MYIA
242
Mount Yale Investment Advisors
Colorado
$275K +$37.7K +1,080 +15%
CS
243
Credit Suisse
Switzerland
$274K – – –
FA
244
Fountainhead AM
New Jersey
$273K +$8.31K +238 +3%
TW
245
Towerpoint Wealth
California
$271K +$278K +7,970 New
SFO
246
Stokes Family Office
Louisiana
$267K – – –
PSCM
247
Per Stirling Capital Management
Texas
$263K -$463K -13,248 -63%
NA
248
NewEdge Advisors
Louisiana
$263K +$12K +343 +5%
EGWAG
249
Elwood & Goetz Wealth Advisory Group
Georgia
$261K +$2.65K +76 +1%
HBT
250
Hills Bank & Trust
Iowa
$256K – – –
8 9
10
11 12

ESML Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $995M — up 1.1% from $984M a quarter earlier.

Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
  • Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.