We are live on ! Find out more
ESML icon

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
BWFA
251
Baltimore-Washington Financial Advisors
Maryland
$242K +$244K +6,018 New
BRWA
252
B. Riley Wealth Advisors
Florida
$241K +$242K +5,967 New
SEA
253
Stegent Equity Advisors
Texas
$238K +$239K +5,899 New
CGL
254
Clarius Group LLC
Washington
$237K +$238K +5,881 New
V
255
Veritable
Delaware
$232K – – –
SWM
256
Stockman Wealth Management
Montana
$229K +$230K +5,682 New
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$223K +5,515 New
RMCM
258
Reynders McVeigh Capital Management
Massachusetts
$221K +$222K +5,481 New
TI
259
tru Independence
Oregon
$218K – – –
KWM
260
Kingsview Wealth Management
Oregon
$218K +$219K +5,411 New
WS
261
Wedbush Securities
California
$213K +$213K +5,273 New
1SB
262
1ST Source Bank
Indiana
$212K – – –
SWA
263
Stratos Wealth Advisors
Ohio
$212K +$213K +5,261 New
SPAS
264
Spectrum Planning & Advisory Services
California
$209K +$210K +5,190 New
AFA
265
Arlington Financial Advisors
California
$209K +$210K +5,195 New
TIA
266
Traphagen Investment Advisors
New Jersey
$206K -$5.1K -126 -2%
SEIA
267
Signature Estate & Investment Advisors
California
$205K +$206K +5,094 New
Members Trust
268
Members Trust
Florida
$202K +$202K +5,000 New
CA
269
Clearstead Advisors
Ohio
$197K +$197K +4,875 New
CFGS
270
Concourse Financial Group Securities
Alabama
$185K +$50.6K +1,250 +37%
MBFW
271
Morton Brown Family Wealth
Pennsylvania
$177K +$177K +4,381 New
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$176K +$58.9K +1,454 +50%
PP
273
PrairieView Partners
Minnesota
$168K +$43.2K +1,067 +34%
LPIC
274
LeJeune Puetz Investment Counsel
Michigan
$167K – – –
CAL
275
Capital Analysts LLC
Pennsylvania
$167K +$3.4K +84 +2%
9 10
11
12 13

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.