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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

361 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 117

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $974M → $1.07B (+$99.2M)

1% more funds holding

Funds holding: 356 → 361 (+5)

0.32% more ownership

Funds ownership: 73.49% → 73.81% (+0.32%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
361
Holders Change
+5
Holders Change %
+1.4%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
47
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.2M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.57M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.1M
4
MIS
Morningstar Investment Services
Illinois
+$3.5M
5
Wells Fargo
Wells Fargo
California
+$2.89M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.7M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$11.6M
3
DF
Dunhill Financial
United Kingdom
-$5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.93M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$23.4K -$16.4K -480 -43%
HGA
327
Hobbs Group Advisors
South Carolina
$23.1K +$20.8K +609 New
AAG
328
Armstrong Advisory Group
Massachusetts
$20.6K -$1.88K -55 -9%
LFA
329
LGT Financial Advisors
Texas
$19.8K +$137 +4 +0.8%
C
330
Covestor
United Kingdom
$19K -$2.53K -74 -13%
CFO
331
CVA Family Office
Colorado
$18.9K +$16.9K +496 New
NCM
332
Northwest Capital Management
Oregon
$18.6K – – –
GWM
333
Geneos Wealth Management
Colorado
$16.1K +$137 +4 +1%
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$15.3K +$13.6K +397 New
MFT
335
Moisand Fitzgerald Tamayo
Florida
$13.9K +$68 +2 +0.6%
AIC
336
Archer Investment Corporation
Indiana
$13.7K – – –
EWP
337
Elevation Wealth Partners
California
$12.1K – – –
CSC
338
Caldwell Sutter Capital
California
$10.9K +$9.83K +288 New
BWP
339
Baldwin Wealth Partners
Massachusetts
$10.8K – – –
FWM
340
Focused Wealth Management
New York
$10.4K +$4.98K +146 +114%
ACA
341
Aptus Capital Advisors
Alabama
$10.1K -$80.1K -2,347 -90%
CTWM
342
Cherry Tree Wealth Management
Minnesota
$9.43K – – –
CFFP
343
Center for Financial Planning
Michigan
$8.29K – – –
IWP
344
IAG Wealth Partners
Wisconsin
$7.03K – – –
CFD
345
Creative Financial Designs
Indiana
$6.99K -$68.7K -2,013 -92%
SRCM
346
Signature Resources Capital Management
California
$6.96K +$6.25K +183 New
AWM
347
Able Wealth Management
New Jersey
$6.71K +$6.01K +176 New
FSWA
348
Financial Synergies Wealth Advisors
Texas
$5.85K -$1.67K -49 -22%
HNB
349
Huntington National Bank
Ohio
$5.74K – – –
PA
350
PSI Advisors
Florida
$5.35K +$1.74K +51 +57%
12 13
14
15 16

ESML Hedge Fund Activity: Q4 2023 in Review

361 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2023, worth a combined $1.07B — up 10% from $974M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESML positions and 39 closed out — a net gain of 8 holders — while 155 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.2M. The largest seller was Envestnet Asset Management, cutting an estimated $36.7M.

  • 361 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2023, up from 356 in Q3 2023.
  • Funds reported $1.07B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2023, up 10% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2023 and 39 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2023 was Fidelity Investments, an estimated $12.2M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2023.