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.
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)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.4M |
| 2 |
Goldman Sachs
New York
|
+$12.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$8.12M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.76M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$6.26M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRWM
326
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$355K | -8,297 | Closed |
|
|
SHWM
327
Silicon Hills Wealth Management
Austin,
Texas
| – | -$320K | -8,207 | Closed |
|
|
DC
328
DeDora Capital
Napa,
California
| – | -$317K | -8,126 | Closed |
|
|
HWMG
329
Hurlow Wealth Management Group
Bloomington,
Indiana
| – | -$297K | -7,617 | Closed |
|
|
AWA
330
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$164K | -4,225 | Closed |
|
|
FA
331
Flagstar Advisors
New York
| – | -$136K | -3,485 | Closed |
|
|
BCPWM
332
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$122K | -3,132 | Closed |
|
|
CPC
333
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$104K | -2,660 | Closed |
|
|
FCM
334
Firestone Capital Management
Coral Gables,
Florida
| – | -$67K | -1,665 | Closed |
|
335
JP Morgan Chase
New York
| – | -$18K | -466 | Closed |
|
|
LWM
336
Liberty Wealth Management
Oakland,
California
| – | -$6K | -160 | Closed |
|
|
GRP
337
Global Retirement Partners
San Rafael,
California
| – | -$2K | -61 | Closed |
|
338
Fidelity Investments
Boston,
Massachusetts
| – | +$40 | +1 | +100% |
|
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.