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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
BWL
326
Bogart Wealth LLC
Virginia
$20.6K +$305 +9 +2%
OP
327
ORG Partners
Indiana
$20.4K +$19.3K +571 New
EWM
328
Endurance Wealth Management
Rhode Island
$20K – – –
AAG
329
Armstrong Advisory Group
Massachusetts
$19.6K +$6.13K +181 +49%
BCM
330
Bourgeon Capital Management
Connecticut
$18.8K +$17.9K +530 New
S
331
SignatureFD
Georgia
$18K -$1.66K -49 -9%
CFO
332
CVA Family Office
Colorado
$17.6K – – –
NCM
333
Northwest Capital Management
Oregon
$17.4K +$16.6K +490 New
GWM
334
Geneos Wealth Management
Colorado
$14.9K -$2.06K -61 -13%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$14.2K +$13.4K +397 New
AIC
336
Archer Investment Corporation
Indiana
$12.8K +$12.2K +361 New
EWP
337
Elevation Wealth Partners
California
$12.8K – – –
CWA
338
Clearview Wealth Advisors
Oregon
$12.4K -$34 -1 -0.3%
BWP
339
Baldwin Wealth Partners
Massachusetts
$10.1K – – –
CTWM
340
Cherry Tree Wealth Management
Minnesota
$8.81K +$8.39K +248 New
CFFP
341
Center for Financial Planning
Michigan
$7.74K – – –
FSWA
342
Financial Synergies Wealth Advisors
Texas
$7.6K +$575 +17 +9%
GFPC
343
Global Financial Private Client
Florida
$7.42K -$1.29K -38 -15%
KFS
344
Kelly Financial Services
Massachusetts
$7.27K +$34 +1 +0.5%
APC
345
Aspire Private Capital
North Carolina
$7.07K – – –
IWP
346
IAG Wealth Partners
Wisconsin
$6.57K – – –
FCAG
347
First Capital Advisors Group
New Jersey
$5.43K – – –
CPG
348
Cornerstone Planning Group
New Jersey
$5.15K +$4.91K +145 New
FWM
349
Focused Wealth Management
New York
$4.55K +$4.33K +128 New
CB
350
Centennial Bank
Arkansas
$3.55K – – –
12 13
14
15 16

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.