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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
KHC
301
Koesten Hirschmann & Crabtree
Kansas
$73.9K – – –
FPF
302
First Pacific Financial
Washington
$72.8K +$69.4K +2,050 New
US Bancorp
303
US Bancorp
Minnesota
$62.7K -$260K -7,690 -81%
AWM
304
Atticus Wealth Management
Florida
$51.1K +$48.7K +1,438 New
MFC
305
Morris Financial Concepts
South Carolina
$49K -$3.38K -100 -7%
HPC
306
HM Payson & Co
Maine
$47.1K – – –
IRC
307
Investors Research Corp
Georgia
$39.5K – – –
LFG
308
Larson Financial Group
Missouri
$39K +$914 +27 +3%
EWA
309
EverSource Wealth Advisors
Alabama
$37.6K – – –
BC
310
Bartlett & Co
Ohio
$33K – – –
GWSG
311
GPS Wealth Strategies Group
Colorado
$32.9K – – –
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$32.8K – – –
BCWM
313
Bartlett & Co Wealth Management
Ohio
$32.5K – – –
YAL
314
Your Advocates Ltd
Texas
$31.5K -$2.5K -74 -8%
OLVIG
315
Oliver Lagore Vanvalin Investment Group
Michigan
$31.3K -$677 -20 -2%
DWMG
316
DB Wealth Management Group
California
$31.1K – – –
TF
317
TimeScale Financial
Massachusetts
$30.7K -$102 -3 -0.3%
GA
318
GoalVest Advisory
New York
$30.2K +$28.7K +849 New
GRP
319
Global Retirement Partners
California
$28.7K +$3.38K +100 +14%
WP
320
WealthShield Partners
North Carolina
$27.6K +$948 +28 +4%
4FG
321
4Thought Financial Group
New York
$26.9K +$2.37K +70 +10%
SWM
322
Spire Wealth Management
Virginia
$24.2K +$22.4K +663 +3,315%
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$23.6K +$3.25K +96 +33%
IA
324
IFP Advisors
Florida
$22.7K -$10.1K -298 -32%
C
325
Covestor
United Kingdom
$21K -$779 -23 -4%
11 12
13
14 15

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.