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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
AF
251
Advisornet Financial
Minnesota
$255K -$76.2K -2,181 -23%
PP
252
PrairieView Partners
Minnesota
$254K -$2.72K -78 -1%
KFSC
253
Keystone Financial Services (Colorado)
Colorado
$250K -$42.9K -1,229 -14%
AFAS
254
Acorn Financial Advisory Services
Virginia
$248K – – –
BWFA
255
Baltimore-Washington Financial Advisors
Maryland
$245K +$349 +10 +0.1%
PA
256
Pinnacle Associates
New York
$245K +$70 +2 +0%
SWA
257
Stratos Wealth Advisors
Ohio
$245K +$24.7K +708 +11%
1SB
258
1ST Source Bank
Indiana
$242K +$13.8K +395 +6%
AG
259
Ascent Group
Virginia
$233K -$45.2K -1,294 -16%
SWPG
260
Strategic Wealth Partners Group
Illinois
$231K +$246K +7,037 New
AP
261
Appleton Partners
Massachusetts
$227K – – –
CFA
262
CWS Financial Advisors
Michigan
$227K -$663 -19 -0.3%
SP
263
SWS Partners
Ohio
$226K +$232K +6,651 New
SCM
264
Stordahl Capital Management
Colorado
$225K – – –
NYLIM
265
New York Life Investment Management
New York
$222K -$176K -5,031 -44%
DC
266
DeDora Capital
California
$218K -$518K -14,826 -70%
ACA
267
Aptus Capital Advisors
Alabama
$213K +$198K +5,671 +936%
REMPR
268
Roof Eidam Maycock Peralta (REMP)
California
$210K – – –
BFP
269
Brewster Financial Planning
New York
$209K – – –
MBFW
270
Morton Brown Family Wealth
Pennsylvania
$208K +$116K +3,313 +118%
BFA
271
BBJS Financial Advisors
Washington
$208K -$2.76K -79 -1%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$207K – – –
MCWS
273
McKinley Carter Wealth Services
West Virginia
$206K -$12.9K -370 -6%
BAM
274
Belpointe Asset Management
Nevada
$206K -$1.75K -50 -0.8%
FCIM
275
Fairview Capital Investment Management
California
$205K -$25.3K -725 -11%
9 10
11
12 13

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.