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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

323 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 31

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $814M → $1.02B (+$209M)

21% more funds holding

Funds holding: 266 → 323 (+57)

4.88% more ownership

Funds ownership: 73.56% → 78.43% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
323
Holders Change
+57
Holders Change %
+21.43%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.4M
2
Goldman Sachs
Goldman Sachs
New York
+$12.8M
3
Creative Planning
Creative Planning
Kansas
+$8.12M
4
UBS Group
UBS Group
Switzerland
+$6.76M
5
Truist Financial
Truist Financial
North Carolina
+$6.26M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
3
OMC
Old Mission Capital
Illinois
-$2.83M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
301
TrustCore Financial Services
Tennessee
$18K – – –
GWM
302
Geneos Wealth Management
Colorado
$18K +$567 +14 +3%
S
303
SignatureFD
Georgia
$17K – – –
LFG
304
Larson Financial Group
Missouri
$17K +$3.2K +79 +24%
LFG
305
Leverty Financial Group
Wisconsin
$16K +$17K +419 New
ACM
306
Absolute Capital Management
Pennsylvania
$14.6K +$14.6K +361 New
MP
307
McDonald Partners
Ohio
$14.6K +$14.6K +361 New
GFPC
308
Global Financial Private Client
Florida
$11.5K – – –
EIP
309
Ellis Investment Partners
Pennsylvania
$11K +$40 +1 +0.4%
KFI
310
Key Financial Inc
Pennsylvania
$9K – – –
CFFP
311
Center for Financial Planning
Michigan
$9K +$4.05K +100 +85%
KFS
312
Kelly Financial Services
Massachusetts
$8.73K -$40 -1 -0.5%
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
IWP
314
IAG Wealth Partners
Wisconsin
$7K – – –
BWL
315
Bogart Wealth LLC
Virginia
$6K – – –
FRA
316
Front Row Advisors
California
$6K – – –
POIA
317
Pin Oak Investment Advisors
Texas
$4K +$1.54K +38 +76%
CWA
318
Clearview Wealth Advisors
Oregon
$4K +$2.31K +57 +114%
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$3K +$2.83K +70 New
NFSG
320
Newbridge Financial Services Group
Florida
$2K – – –
CB
321
Community Bank
New York
$1K – – –
MHR
322
Matthew Hamilton Rosenberg
$1K +$324 +8 +40%
CA
323
Cornerstone Advisory
Maryland
$1K +$1.22K +30 New
LA
324
LVW Advisors
New York
– -$452K -11,577 Closed
PPW
325
Parcion Private Wealth
Washington
– -$340K -8,428 Closed
10 11 12
13
14

ESML Hedge Fund Activity: Q4 2021 in Review

323 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2021, worth a combined $1.02B — up 26% from $814M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESML positions and 14 closed out — a net gain of 61 holders — while 177 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.4M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.

  • 323 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2021, up from 266 in Q3 2021.
  • Funds reported $1.02B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2021 and 14 closed out, a net change of +61 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $25.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.