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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

1% more capital invested

Capital invested by funds: $984M → $995M (+$11.3M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.39% less ownership

Funds ownership: 76.16% → 75.77% (-0.39%)

3% less funds holding

Funds holding: 356 → 347 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
347
Holders Change
-9
Holders Change %
-2.53%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
143
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWG
Summit Wealth Group
Vermont
+$41.4M
2
FFN
Focus Financial Network
Minnesota
+$4.98M
3
Northern Trust
Northern Trust
Illinois
+$4.33M
4
SC
Savant Capital
Illinois
+$3.93M
5
BCM
Becker Capital Management
Oregon
+$2.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
PFO
Pathstone Family Office
New Jersey
-$16.8M
3
Franklin Resources
Franklin Resources
California
-$6.41M
4
LGWM
Litman Gregory Wealth Management
California
-$4.95M
5
SWP
Stratos Wealth Partners
Ohio
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
351
Equitable Holdings
New York
– -$1.01M -30,637 Closed
BCI
352
Brinker Capital Investments
Pennsylvania
– -$871K -26,477 Closed
MD
353
Money Design
Japan
– -$777K -23,644 Closed
OPS
354
Orion Portfolio Solutions
Nebraska
– -$382K -11,611 Closed
SFS
355
Sowell Financial Services
Arkansas
– -$364K -11,058 Closed
OWM
356
Orgel Wealth Management
Wisconsin
– -$261K -7,944 Closed
FPF
357
First Pacific Financial
Washington
– -$252K -7,679 Closed
BRWA
358
B. Riley Wealth Advisors
Florida
– -$249K -7,580 Closed
FA
359
Flagstar Advisors
New York
– -$244K -7,414 Closed
VHAM
360
Van Hulzen Asset Management
California
– -$238K -7,251 Closed
WWG
361
West Wealth Group
California
– -$236K -7,163 Closed
DL
362
DOHJ LLC
Washington
– -$231K -7,035 Closed
CW
363
CreativeOne Wealth
Kansas
– -$206K -6,272 Closed
BMWM
364
Brown Miller Wealth Management
Virginia
– -$202K -6,145 Closed
CF
365
Corrigan Financial
Rhode Island
– -$201K -6,127 Closed
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
– -$156K -4,764 Closed
CS
367
Comerica Securities
Michigan
– -$145K -4,396 Closed
PIMG
368
Patriot Investment Management Group
Tennessee
– -$149K -4,142 Closed
LFA
369
LGT Financial Advisors
Texas
– -$114K -3,455 Closed
LAM
370
Lakewood Asset Management
Illinois
– -$56K -1,700 Closed
AF
371
Affiance Financial
Minnesota
– -$19.2K -585 Closed
MCC
372
Money Concepts Capital
Florida
– -$8.09K -246 Closed
FMII
373
Farmers & Merchants Investments Inc
Nebraska
– -$6.58K -200 Closed
POIA
374
Pin Oak Investment Advisors
Texas
– -$3K -88 Closed
11 12 13 14
15

ESML Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $995M — up 1.1% from $984M a quarter earlier.

Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
  • Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.