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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

48% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 110

10% more capital invested

Capital invested by funds: $995M → $1.09B (+$94.8M)

3% more funds holding

Funds holding: 347 → 359 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.51% less ownership

Funds ownership: 75.77% → 75.26% (-0.51%)

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$9.17M
2
MWM
Modera Wealth Management
New Jersey
+$6.17M
3
LGWM
Litman Gregory Wealth Management
California
+$5.14M
4
SWP
Stratos Wealth Partners
Ohio
+$4.4M
5
Creative Planning
Creative Planning
Kansas
+$2.54M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$40.2M
2
Bank of America
Bank of America
North Carolina
-$4.12M
3
M&T Bank
M&T Bank
New York
-$2.39M
4
I
IMPACTfolio
Colorado
-$2.17M
5
PAG
Private Advisor Group
New Jersey
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
251
Hills Bank & Trust
Iowa
$267K +$34 +1 +0%
KFSC
252
Keystone Financial Services (Colorado)
Colorado
$261K +$102 +3 +0%
FA
253
Fountainhead AM
New Jersey
$261K -$23.1K -683 -9%
AFAS
254
Acorn Financial Advisory Services
Virginia
$259K – – –
PA
255
Pinnacle Associates
New York
$256K +$102 +3 +0%
EGWAG
256
Elwood & Goetz Wealth Advisory Group
Georgia
$253K -$19.5K -576 -7%
SWA
257
Stratos Wealth Advisors
Ohio
$251K -$4.71K -139 -2%
WFA
258
Wells Financial Advisors
Massachusetts
$248K -$48.3K -1,428 -17%
CW
259
Cook Wealth
North Carolina
$246K +$227K +6,715 New
VAF
260
Values Added Financial
District of Columbia
$244K +$233K +6,872 New
SCM
261
Stordahl Capital Management
Colorado
$238K +$3.05K +90 +1%
CFA
262
CWS Financial Advisors
Michigan
$237K +$508 +15 +0.2%
AP
263
Appleton Partners
Massachusetts
$237K -$1.02K -30 -0.4%
AP
264
Adero Partners
California
$232K -$414K -12,221 -65%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$231K +$220K +6,511 New
SP
266
SWS Partners
Ohio
$228K -$8.26K -244 -4%
AWM
267
Apollon Wealth Management
South Carolina
$227K +$217K +6,396 New
CA
268
CoreCap Advisors
Michigan
$224K +$214K +6,318 New
Citadel Advisors
269
Citadel Advisors
Florida
$221K +$210K +6,210 New
REMPR
270
Roof Eidam Maycock Peralta (REMP)
California
$219K – – –
BFA
271
BBJS Financial Advisors
Washington
$218K +$677 +20 +0.3%
MBFW
272
Morton Brown Family Wealth
Pennsylvania
$217K +$305 +9 +0.1%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$216K – – –
MWP
274
Moller Wealth Partners
$215K +$205K +6,052 New
FCIM
275
Fairview Capital Investment Management
California
$214K – – –
9 10
11
12 13

ESML Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2023, worth a combined $1.09B — up 9.5% from $995M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESML positions and 24 closed out — a net gain of 16 holders — while 163 added to existing stakes and 110 trimmed.

The largest buyer was TIAA FSB, adding an estimated $9.17M. The largest seller was Summit Wealth Group, cutting an estimated $40.2M.

  • 359 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2023, up from 347 in Q1 2023.
  • Funds reported $1.09B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2023, up 9.5% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2023 and 24 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2023 was TIAA FSB, an estimated $9.17M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2023 was Summit Wealth Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q2 2023.