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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

48% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 110

10% more capital invested

Capital invested by funds: $995M → $1.09B (+$94.8M)

3% more funds holding

Funds holding: 347 → 359 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.51% less ownership

Funds ownership: 75.77% → 75.26% (-0.51%)

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$9.17M
2
MWM
Modera Wealth Management
New Jersey
+$6.17M
3
LGWM
Litman Gregory Wealth Management
California
+$5.14M
4
SWP
Stratos Wealth Partners
Ohio
+$4.4M
5
Creative Planning
Creative Planning
Kansas
+$2.54M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$40.2M
2
Bank of America
Bank of America
North Carolina
-$4.12M
3
M&T Bank
M&T Bank
New York
-$2.39M
4
I
IMPACTfolio
Colorado
-$2.17M
5
PAG
Private Advisor Group
New Jersey
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
351
Cardinal Strategic Wealth Guidance
Kentucky
$3.48K – – –
BC
352
Barrett & Company
Rhode Island
$2.49K – – –
CA
353
Centerpoint Advisors
Massachusetts
$2K +$1.15K +34 +189%
CB
354
Community Bank
New York
$1.24K – – –
RWM
355
Ruedi Wealth Management
Illinois
$697 – – –
RDFA
356
Ritter Daniher Financial Advisory
Ohio
$427 +$406 +12 New
MHR
357
Matthew Hamilton Rosenberg
$284 -$677 -20 -71%
FGAM
358
Financial Gravity Asset Management
Texas
$167 +$1.22K +36 +0.8%
GWS
359
Glassman Wealth Services
Virginia
$36 +$34 +1 New
I
360
IMPACTfolio
Colorado
– -$2.17M -63,821 Closed
HWA
361
Hilltop Wealth Advisors
North Carolina
– -$837K -24,617 Closed
MOS
362
MGO One Seven
Ohio
– -$733K -21,564 Closed
EPP
363
ETF Portfolio Partners
Kansas
– -$562K -16,530 Closed
NFP
364
NorthLanding Financial Partners
New York
– -$446K -13,130 Closed
MM
365
Main Management
California
– -$444K -13,063 Closed
OBWG
366
Onyx Bridge Wealth Group
New York
– -$385K -11,315 Closed
Natixis Advisors
367
Natixis Advisors
Massachusetts
– -$349K -10,275 Closed
HPM
368
Hoxton Planning & Management
West Virginia
– -$287K -8,454 Closed
CS
369
Credit Suisse
Switzerland
– -$274K -8,067 Closed
BWFA
370
Baltimore-Washington Financial Advisors
Maryland
– -$245K -7,216 Closed
AG
371
Ascent Group
Virginia
– -$233K -6,859 Closed
NYLIM
372
New York Life Investment Management
New York
– -$222K -6,520 Closed
DC
373
DeDora Capital
California
– -$218K -6,421 Closed
BAM
374
Belpointe Asset Management
Nevada
– -$206K -6,048 Closed
FCA
375
Fortis Capital Advisors
Kansas
– -$154K -4,537 Closed
12 13 14
15
16

ESML Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2023, worth a combined $1.09B — up 9.5% from $995M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESML positions and 24 closed out — a net gain of 16 holders — while 163 added to existing stakes and 110 trimmed.

The largest buyer was TIAA FSB, adding an estimated $9.17M. The largest seller was Summit Wealth Group, cutting an estimated $40.2M.

  • 359 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2023, up from 347 in Q1 2023.
  • Funds reported $1.09B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2023, up 9.5% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2023 and 24 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2023 was TIAA FSB, an estimated $9.17M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2023 was Summit Wealth Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q2 2023.