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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383 → 390 (+7)

0.09% more ownership

Funds ownership: 74.63% → 74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.92M
2
Betterment LLC
Betterment LLC
New York
+$4.59M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.48M
4
AA
Acorns Advisers
California
+$3.42M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$28.3M
2
Goldman Sachs
Goldman Sachs
New York
-$11.1M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$9.43M
4
HPC
HM Payson & Co
Maine
-$5.87M
5
Ameriprise
Ameriprise
Minnesota
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
276
TCI Wealth Advisors
Arizona
$249K +$2.83K +73 +1%
WC
277
Weil Company
California
$248K +$232K +5,995 New
SA
278
Stewardship Advisors
Pennsylvania
$243K +$1.35K +35 +0.6%
PFM
279
Peak Financial Management
Massachusetts
$240K – – –
CAL
280
Capital Analysts LLC
Pennsylvania
$240K -$35.1K -908 -13%
FCIM
281
Fairview Capital Investment Management
California
$231K -$19.4K -500 -8%
EH
282
Equitable Holdings
New York
$229K +$7.08K +183 +3%
MBFW
283
Morton Brown Family Wealth
Pennsylvania
$226K +$426 +11 +0.2%
NP
284
NorthRock Partners
Minnesota
$224K -$26.7K -689 -11%
VA
285
Valmark Advisers
Ohio
$222K +$208K +5,377 New
BWFA
286
Baltimore-Washington Financial Advisors
Maryland
$222K – – –
CWA
287
Cornerstone Wealth Advisors
Minnesota
$215K +$201K +5,190 New
HI
288
Horizon Investments
North Carolina
$214K -$17.5K -451 -8%
FFS
289
Founders Financial Securities
Maryland
$214K -$11.2K -290 -5%
NWMG
290
National Wealth Management Group
Ohio
$212K -$34.2K -884 -15%
WTB
291
Washington Trust Bank
Washington
$212K +$199K +5,135 New
FFA
292
Farther Finance Advisors
California
$208K +$21.1K +544 +12%
FF
293
Finley Financial
Nevada
$207K – – –
VCM
294
Viewpoint Capital Management
Washington
$207K +$194K +5,000 New
AWA
295
Aaron Wealth Advisors
Illinois
$202K +$190K +4,896 New
WRPWM
296
Werba Rubin Papier Wealth Management
California
$202K +$189K +4,895 New
SA
297
Sanctuary Advisors
Indiana
$202K +$189K +4,892 New
MFA
298
McClarren Financial Advisors
Pennsylvania
$202K -$15.3K -395 -7%
Brown Advisory
299
Brown Advisory
Maryland
$201K +$188K +4,864 New
KFI
300
Key Financial Inc
Pennsylvania
$200K – – –
10 11
12
13 14

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.