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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
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$251K – – –
TWA
277
TCI Wealth Advisors
Arizona
$249K +$22.1K +581 +10%
WFA
278
Wade Financial Advisory
California
$249K -$190K -4,983 -45%
SRWM
279
Shira Ridge Wealth Management
California
$248K +$15.9K +418 +7%
FCIM
280
Fairview Capital Investment Management
California
$245K – – –
FG
281
Foster Group
Iowa
$243K +$230K +6,043 New
PFM
282
Peak Financial Management
Massachusetts
$243K +$6.66K +175 +3%
FFA
283
Farther Finance Advisors
California
$242K +$1.33K +35 +0.6%
P
284
&Partners
Tennessee
$242K +$229K +6,019 New
BAAM
285
Baker Avenue Asset Management
California
$235K -$275K -7,236 -55%
GS
286
GTS Securities
New York
$229K +$216K +5,690 New
PWM
287
Perigon Wealth Management
California
$228K -$9.81K -258 -4%
BWFA
288
Baltimore-Washington Financial Advisors
Maryland
$226K +$214K +5,614 New
BHIA
289
Birch Hill Investment Advisors
Massachusetts
$225K +$213K +5,595 New
DC
290
Davenport & Co
Virginia
$223K -$1.25K -33 -0.6%
AWA
291
Aaron Wealth Advisors
Illinois
$220K +$6.92K +182 +3%
VAF
292
Values Added Financial
District of Columbia
$219K – – –
MFC
293
Morris Financial Concepts
South Carolina
$217K +$62.5K +1,643 +44%
KC
294
Kades & Cheifetz
Pennsylvania
$215K +$533 +14 +0.3%
Members Trust
295
Members Trust
Florida
$213K -$3.58K -94 -2%
AssetMark Inc
296
AssetMark Inc
California
$212K -$74.8K -1,966 -27%
KWM
297
Kingsview Wealth Management
Oregon
$212K +$200K +5,263 New
NA
298
Nottingham Advisors
New York
$212K +$200K +5,262 New
LNC
299
Lincoln National Corp
Pennsylvania
$209K -$3.58K -94 -2%
PMG
300
ProVise Management Group
Florida
$209K +$197K +5,187 New
10 11
12
13 14

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.