We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

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: 361 → 371 (+10)

1.05% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$11M
3
HPC
HM Payson & Co
Maine
+$6.64M
4
M&T Bank
M&T Bank
New York
+$4.43M
5
KF
Krilogy Financial
Missouri
+$4.05M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$5.87M
2
MIS
Morningstar Investment Services
Illinois
-$4.41M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.07M
5
FGAM
Financial Gravity Asset Management
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
251
Flagstar Advisors
New York
$298K +$761 +20 +0.3%
JFGLC
252
Johnson Financial Group LLC (Colorado)
Colorado
$296K – – –
EWA
253
Emergent Wealth Advisors
New York
$296K +$279K +7,346 New
EH
254
Equitable Holdings
New York
$294K +$45K +1,182 +19%
OGF
255
Orin Green Financial
California
$291K -$239K -6,274 Closed
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$288K -$3.07M -80,732 -92%
SI
257
Seeds Investor
New York
$286K +$70K +1,841 +35%
NP
258
NorthRock Partners
Minnesota
$286K -$194K -5,093 -42%
EGWAG
259
Elwood & Goetz Wealth Advisory Group
Georgia
$284K +$152 +4 +0.1%
WFA
260
Wells Financial Advisors
Massachusetts
$280K -$1.52K -40 -0.6%
FWP
261
Falcon Wealth Planning
California
$276K +$21K +551 +9%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$275K +$260K +6,839 New
BFA
263
BBJS Financial Advisors
Washington
$275K +$5.48K +144 +2%
FNB
264
Farmers National Bank
Kentucky
$274K +$259K +6,813 New
TFO
265
Tarbox Family Office
California
$274K -$9.89K -260 -4%
SCM
266
Stordahl Capital Management
Colorado
$271K +$1.45K +38 +0.6%
CFA
267
CWS Financial Advisors
Michigan
$271K +$457 +12 +0.2%
TC
268
Trust Company
Kansas
$265K +$22.8K +600 +10%
RBA
269
Richard Bernstein Advisors
New York
$260K -$612K -16,081 -71%
RFA
270
RTD Financial Advisors
Pennsylvania
$259K – – –
PP
271
PDS Planning
Ohio
$258K +$647 +17 +0.3%
FHA
272
First Horizon Advisors
Tennessee
$255K +$647 +17 +0.3%
MWP
273
Moller Wealth Partners
$252K +$3.46K +91 +1%
MBFW
274
Morton Brown Family Wealth
Pennsylvania
$252K +$4.38K +115 +2%
FFS
275
Founders Financial Securities
Maryland
$251K +$1.71K +45 +0.7%
9 10
11
12 13

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.