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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

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: 361 → 371 (+10)

1.05% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$11M
3
HPC
HM Payson & Co
Maine
+$6.64M
4
M&T Bank
M&T Bank
New York
+$4.43M
5
KF
Krilogy Financial
Missouri
+$4.05M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$5.87M
2
MIS
Morningstar Investment Services
Illinois
-$4.41M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.07M
5
FGAM
Financial Gravity Asset Management
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
351
Aptus Capital Advisors
Alabama
$10.8K – – –
FSWA
352
Financial Synergies Wealth Advisors
Texas
$10.2K +$2.89K +76 +43%
CTWM
353
Cherry Tree Wealth Management
Minnesota
$9.99K – – –
CFFP
354
Center for Financial Planning
Michigan
$8.78K – – –
IWP
355
IAG Wealth Partners
Wisconsin
$7.45K – – –
CFD
356
Creative Financial Designs
Indiana
$7.41K – – –
GWP
357
Gen-Wealth Partners
Michigan
$7.25K +$6.85K +180 New
CA
358
Centerpoint Advisors
Massachusetts
$7K +$1.22K +32 +23%
SRCM
359
Signature Resources Capital Management
California
$6.96K – – –
DI
360
DAGCO Inc
Ohio
$6.6K +$6.24K +164 New
CTC
361
Central Trust Company
Missouri
$6.24K +$5.9K +155 New
PA
362
PSI Advisors
Florida
$5.69K – – –
LWCFA
363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.29K +$5.36K +141 New
CB
364
Centennial Bank
Arkansas
$4.03K – – –
CSWG
365
Cardinal Strategic Wealth Guidance
Kentucky
$3.95K – – –
BC
366
Barrett & Company
Rhode Island
$2.82K – – –
KFS
367
Kelly Financial Services
Massachusetts
$2.33K – – –
CB
368
Community Bank
New York
$2.05K +$609 +16 +46%
IA
369
IFP Advisors
Florida
$1.22K -$3.04K -80 -73%
WP
370
WealthShield Partners
North Carolina
$846 – – –
RWM
371
Ruedi Wealth Management
Illinois
$818 +$418 +11 +122%
GWS
372
Glassman Wealth Services
Virginia
$40 – – –
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$15 – – –
LSAG
374
Lake Street Advisors Group
New Hampshire
– -$1.22M -32,021 Closed
TFM
375
Trademark Financial Management
Minnesota
– -$758K -19,939 Closed
12 13 14
15
16

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.