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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
TC
276
Trust Company
Kansas
$213K +$237 +7 +0.1%
PP
277
PDS Planning
Ohio
$212K -$2K -59 -1%
IFAM
278
Institutional & Family Asset Management
Colorado
$209K -$80.4K -2,376 -29%
V
279
Veritable
Delaware
$204K +$195K +5,750 New
AWA
280
Aaron Wealth Advisors
Illinois
$203K +$193K +5,715 New
CC
281
Copperleaf Capital
North Carolina
$202K +$193K +5,694 New
DC
282
Davenport & Co
Virginia
$200K +$191K +5,631 New
ACA
283
Aptus Capital Advisors
Alabama
$189K -$32.6K -963 -15%
UB
284
UMB Bank
Missouri
$173K -$233K -6,872 -59%
VWM
285
Venturi Wealth Management
Texas
$167K – – –
AF
286
Allworth Financial
California
$149K -$53.2K -1,573 -27%
TIM
287
Tortoise Investment Management
New York
$147K +$20.3K +600 +17%
CA
288
Clearstead Advisors
Ohio
$135K – – –
MFA
289
McClarren Financial Advisors
Pennsylvania
$126K -$257K -7,602 -68%
PC
290
Pecaut & Co
Iowa
$115K +$110K +3,237 New
CWA
291
Carolina Wealth Advisors
South Carolina
$113K – – –
FCA
292
FinTrust Capital Advisors
South Carolina
$107K – – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$104K +$6.33K +187 +7%
PCMC
294
Private Capital Management (Colorado)
Colorado
$103K -$6.77K -200 -6%
SWM
295
Sugarloaf Wealth Management
Georgia
$98.8K – – –
OA
296
Operose Advisors
Wisconsin
$98.7K +$271 +8 +0.3%
CFD
297
Creative Financial Designs
Indiana
$97.6K -$54.4K -1,608 -37%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$96.9K -$9.82K -290 -10%
CCA
299
Column Capital Advisors
Indiana
$96.4K +$271 +8 +0.3%
FA
300
Fiduciary Alliance
South Carolina
$82.1K +$78.3K +2,312 New
10 11
12
13 14

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.