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iShares ESG Aware MSCI USA Small-Cap ETF

371 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 161 increasing their positions, 115 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

40% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$151M)

3% more funds holding

Funds holding: 361371 (+10)

1.05% more ownership

Funds ownership: 73.81%74.85% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
371
Holders Change
+10
Holders Change %
+2.77%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
161
Reduced
115
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Opal Wealth Advisors
New York
$359K +$8.29K +218 +3%
REMPR
227
Roof Eidam Maycock Peralta (REMP)
California
$358K
PSCM
228
Per Stirling Capital Management
Texas
$356K +$533 +14 +0.2%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$356K +$26.5K +696 +9%
BBA
230
BLB&B Advisors
Pennsylvania
$349K -$61.1K -1,607 -16%
AWM
231
Apollon Wealth Management
South Carolina
$347K +$11.6K +305 +4%
FA
232
Fountainhead AM
New Jersey
$346K +$24K +632 +8%
CFG
233
Carr Financial Group
Massachusetts
$344K
SPIA
234
Steward Partners Investment Advisory
New York
$340K +$22.2K +583 +7%
PPW
235
Presilium Private Wealth
Pennsylvania
$339K -$13.4K -353 -4%
HG
236
Harbor Group
New Hampshire
$337K -$2.63K -69 -0.8%
WCF
237
West Coast Financial
California
$333K +$5.1K +134 +2%
CAMV
238
Concord Asset Management (Virginia)
Virginia
$321K -$72.2K -1,897 -19%
CFGS
239
Concourse Financial Group Securities
Alabama
$317K +$3.16K +83 +1%
SFO
240
Stokes Family Office
Louisiana
$316K
PP
241
PrairieView Partners
Minnesota
$307K -$1.6K -42 -0.5%
SP
242
SWS Partners
Ohio
$304K +$33.3K +874 +13%
AF
243
Advisornet Financial
Minnesota
$304K -$28.3K -744 -9%
PA
244
Pinnacle Associates
New York
$303K +$6.77K +178 +2%
HBT
245
Hills Bank & Trust
Iowa
$303K +$38 +1 +0%
UCFA
246
United Capital Financial Advisors
Texas
$302K -$6.96K -183 -2%
SW
247
SVB Wealth
Massachusetts
$301K -$257K -6,767 -48%
UAS
248
United Asset Strategies
New York
$299K +$283K +7,436 New
BSW
249
Buckingham Strategic Wealth
Missouri
$298K +$282K +7,409 New
CAL
250
Capital Analysts LLC
Pennsylvania
$298K -$3.65K -96 -1%

ESML Hedge Fund Activity: Q1 2024 in Review

371 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2024, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ESML positions and 18 closed out — a net gain of 17 holders — while 161 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $53M. The largest seller was Focus Financial Network, cutting an estimated $5.87M.

  • 371 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2024, up from 361 in Q4 2023.
  • Funds reported $1.22B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2024 and 18 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $53M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2024 was Focus Financial Network, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2024.