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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

1% more capital invested

Capital invested by funds: $984M → $995M (+$11.3M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.39% less ownership

Funds ownership: 76.16% → 75.77% (-0.39%)

3% less funds holding

Funds holding: 356 → 347 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
347
Holders Change
-9
Holders Change %
-2.53%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
143
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWG
Summit Wealth Group
Vermont
+$41.4M
2
FFN
Focus Financial Network
Minnesota
+$4.98M
3
Northern Trust
Northern Trust
Illinois
+$4.33M
4
SC
Savant Capital
Illinois
+$3.93M
5
BCM
Becker Capital Management
Oregon
+$2.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
PFO
Pathstone Family Office
New Jersey
-$16.8M
3
Franklin Resources
Franklin Resources
California
-$6.41M
4
LGWM
Litman Gregory Wealth Management
California
-$4.95M
5
SWP
Stratos Wealth Partners
Ohio
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
$9.89K -$120K -3,444 -92%
BWP
327
Baldwin Wealth Partners
Massachusetts
$9.69K – – –
GFPC
328
Global Financial Private Client
Florida
$8.37K – – –
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
$8.09K -$2.13M -60,918 -20%
KFI
330
Key Financial Inc
Pennsylvania
$7.51K – – –
CFFP
331
Center for Financial Planning
Michigan
$7.41K – – –
KFS
332
Kelly Financial Services
Massachusetts
$6.93K +$1.19K +34 +20%
APC
333
Aspire Private Capital
North Carolina
$6.76K -$1.75K -50 -20%
FSWA
334
Financial Synergies Wealth Advisors
Texas
$6.71K +$663 +19 +11%
IWP
335
IAG Wealth Partners
Wisconsin
$6.29K – – –
FCAG
336
First Capital Advisors Group
New Jersey
$5.2K – – –
BWM
337
BerganKDV Wealth Management
Minnesota
$4.35K +$4.47K +128 New
CB
338
Centennial Bank
Arkansas
$3.4K – – –
CSWG
339
Cardinal Strategic Wealth Guidance
Kentucky
$3.33K +$978 +28 +40%
BA
340
Bristlecone Advisors
Washington
$2.79K +$2.86K +82 New
BC
341
Barrett & Company
Rhode Island
$2.38K – – –
CB
342
Community Bank
New York
$1.19K – – –
CA
343
Centerpoint Advisors
Massachusetts
$1K +$629 +18 New
MHR
344
Matthew Hamilton Rosenberg
$952 – – –
SWM
345
Spire Wealth Management
Virginia
$680 +$698 +20 New
RWM
346
Ruedi Wealth Management
Illinois
$667 +$698 +20 New
FGAM
347
Financial Gravity Asset Management
Texas
$161 +$163K +4,678 New
LGWM
348
Litman Gregory Wealth Management
California
– -$4.95M -150,478 Closed
Citadel Advisors
349
Citadel Advisors
Florida
– -$2.92M -88,866 Closed
RWA
350
Ropes Wealth Advisors
Massachusetts
– -$1.24M -37,847 Closed
11 12 13
14
15

ESML Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $995M — up 1.1% from $984M a quarter earlier.

Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
  • Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.