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iShares ESG Aware MSCI USA Small-Cap ETF
ESML
ESML
356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
1% less funds holding
Funds holding: 359 → 356 (-3)
2% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 134
1.77% less ownership
Funds ownership: 75.26% → 73.49% (-1.8%)
11% less capital invested
Capital invested by funds: $1.09B → $974M (-$116M)
Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$4.78M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.48M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$2.85M |
| 4 |
I
IMPACTfolio
Denver,
Colorado
|
+$2.32M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$2.26M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$3.99M |
| 4 |
JP Morgan Chase
New York
|
-$3.36M |
| 5 |
Goldman Sachs
New York
|
-$3.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$14.2K | -397 | Closed |
|
377
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$23.6K | -387 | Closed |
|
|
CWA
378
Clearview Wealth Advisors
Salem,
Oregon
| – | -$12.4K | -348 | Closed |
|
|
RDFA
379
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| – | -$427 | -12 | Closed |
|