iShares ESG Aware MSCI USA Small-Cap ETF
ESML
333 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 71 reducing their positions, and 27 closing their positions.
163% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 71
56% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 27
5.99% more ownership
Funds ownership: 78.43% → 84.42% (+6%)
3% more funds holding
Funds holding: 323 → 333 (+10)
1% more capital invested
Capital invested by funds: $1.02B → $1.03B (+$8.54M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$16.2M |
| 2 |
Goldman Sachs
New York
|
+$9.04M |
| 3 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
+$4.89M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$4.88M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.4M |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$4.71M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.88M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFM
351
Signet Financial Management
Parsippany,
New Jersey
| – | -$48K | -1,200 | Closed |
|
|
EVM
352
Eaton Vance Management
Boston,
Massachusetts
| – | -$40K | -1,000 | Closed |
|
353
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$25K | -615 | Closed |
|
|
CT
354
Cambridge Trust
Cambridge,
Massachusetts
| – | -$23K | -559 | Closed |
|
|
LFG
355
Leverty Financial Group
Hudson,
Wisconsin
| – | -$16K | -419 | Closed |
|
|
ACM
356
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$14.6K | -361 | Closed |
|
|
MP
357
McDonald Partners
Cleveland,
Ohio
| – | -$14.6K | -361 | Closed |
|
|
FRA
358
Front Row Advisors
Tiburon,
California
| – | -$6K | -140 | Closed |
|
|
NFSG
359
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$2K | -50 | Closed |
|
|
CA
360
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$1K | -30 | Closed |
|
ESML Hedge Fund Activity: Q1 2022 in Review
333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2022, worth a combined $1.03B — up 0.83% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ESML positions and 27 closed out — a net gain of 15 holders — while 187 added to existing stakes and 71 trimmed.
The largest buyer was Aaron Wealth Advisors, adding an estimated $16.2M. The largest seller was UBS Group, cutting an estimated $5.9M.
- 333 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2022, up from 323 in Q4 2021.
- Funds reported $1.03B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2022, up 0.83% quarter-over-quarter.
- 42 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2022 and 27 closed out, a net change of +15 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $16.2M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2022 was UBS Group, an estimated $5.9M sold.
Based on aggregated 13F filings for Q1 2022.