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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
VCM
301
Viewpoint Capital Management
Washington
$201K +$190K +5,000 New
IFAM
302
Institutional & Family Asset Management
Colorado
$199K -$27K -709 -13%
HWM
303
Horizons Wealth Management
North Carolina
$195K – – –
TIM
304
Tortoise Investment Management
New York
$174K +$1.03K +27 +0.6%
CA
305
Continuum Advisory
Idaho
$166K +$161K +4,234 New
CWA
306
Carolina Wealth Advisors
South Carolina
$163K – – –
CA
307
Clearstead Advisors
Ohio
$150K – – –
FPF
308
First Pacific Financial
Washington
$146K -$4.18K -110 -3%
CA
309
CoreCap Advisors
Michigan
$139K +$131K +3,449 New
UB
310
UMB Bank
Missouri
$133K – – –
KFP
311
Keener Financial Planning
Texas
$133K – – –
PCMC
312
Private Capital Management (Colorado)
Colorado
$130K – – –
BFEC
313
Benjamin F. Edwards & Company
Missouri
$127K -$380 -10 -0.3%
ACA
314
American Capital Advisory
Idaho
$107K -$54.2K -1,426 -31%
GA
315
GoalVest Advisory
New York
$103K – – –
OA
316
Operose Advisors
Wisconsin
$99.3K +$228 +6 +0.2%
Comerica Bank
317
Comerica Bank
Texas
$99.1K +$266 +7 +0.3%
KHC
318
Koesten Hirschmann & Crabtree
Kansas
$83.8K – – –
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$78.2K +$190 +5 +0.3%
AWM
320
Atticus Wealth Management
Florida
$73.7K +$152 +4 +0.2%
4FG
321
4Thought Financial Group
New York
$70.9K +$25K +657 +60%
BWL
322
Bogart Wealth LLC
Virginia
$66.3K -$571 -15 -0.9%
VAMG
323
Voisard Asset Management Group
Michigan
$63.9K – – –
FIM
324
Fernwood Investment Management
Massachusetts
$61.9K +$58.4K +1,536 New
IRC
325
Investors Research Corp
Georgia
$61.5K – – –
11 12
13
14 15

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.