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iShares ESG Aware MSCI USA Small-Cap ETF
ESML
ESML
322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
51% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 103
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.92% more ownership
Funds ownership: 84.42% → 85.35% (+0.92%)
3% less funds holding
Funds holding: 333 → 322 (-11)
16% less capital invested
Capital invested by funds: $1.03B → $871M (-$161M)
27% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 37
Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$25.9M |
| 2 |
Goldman Sachs
New York
|
+$5.75M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$5.1M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$5.06M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$3.39M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SEIA
351
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$201K | -5,283 | Closed |
|
352
Bessemer Group
Woodbridge,
New Jersey
| – | -$145K | -3,805 | Closed |
|
|
MFA
353
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$138K | -3,687 | Closed |
|
354
JP Morgan Chase
New York
| – | -$116K | -3,038 | Closed |
|
|
PCG
355
Private Capital Group
West Hartford,
Connecticut
| – | -$81K | -2,125 | Closed |
|
|
PFS
356
Prospera Financial Services
Dallas,
Texas
| – | -$49K | -1,300 | Closed |
|
|
GAM
357
Gemmer Asset Management
Walnut Creek,
California
| – | -$22K | -581 | Closed |
|
|
MCC
358
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11K | -294 | Closed |
|
359
Koshinski Asset Management
Decatur,
Illinois
| – | -$5.17K | -136 | Closed |
|