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iShares ESG Aware MSCI USA Small-Cap ETF

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: 361371 (+10)

1.05% more ownership

Funds ownership: 73.81%74.85% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
326
Principal Securities
Iowa
$59.3K
FCA
327
FinTrust Capital Advisors
South Carolina
$50.3K -$66.3K -1,744 -58%
FGAM
328
Financial Gravity Asset Management
Texas
$48.6K -$2.59M -67,967 -98%
US Bancorp
329
US Bancorp
Minnesota
$48.4K -$3.88K -102 -8%
S
330
SignatureFD
Georgia
$45.1K +$11K +289 +35%
LFG
331
Larson Financial Group
Missouri
$44.5K +$76 +2 +0.2%
AA
332
Ancora Advisors
Ohio
$38.3K +$36.1K +950 New
BCWM
333
Bartlett & Co Wealth Management
Ohio
$36.8K
YAL
334
Your Advocates Ltd
Texas
$35.8K
GRP
335
Global Retirement Partners
California
$33.5K +$951 +25 +3%
GWSG
336
GPS Wealth Strategies Group
Colorado
$33.1K
CSC
337
Caldwell Sutter Capital
California
$29K +$16.4K +432 +150%
CAM
338
Clarity Asset Management
Iowa
$29K +$76 +2 +0.3%
SWM
339
Spire Wealth Management
Virginia
$25.5K
LFA
340
LGT Financial Advisors
Texas
$21.1K +$38 +1 +0.2%
AAG
341
Armstrong Advisory Group
Massachusetts
$20.6K
CFO
342
CVA Family Office
Colorado
$20K
NCM
343
Northwest Capital Management
Oregon
$19.7K
C
344
Covestor
United Kingdom
$18K -$2.7K -71 -14%
GWM
345
Geneos Wealth Management
Colorado
$17.1K +$38 +1 +0.2%
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$16K
AIC
347
Archer Investment Corporation
Indiana
$14.5K
EWP
348
Elevation Wealth Partners
California
$14.5K
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$12.2K +$11.7K +307 New
BWP
350
Baldwin Wealth Partners
Massachusetts
$11.5K

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.