We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

220 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

48% more capital invested

Capital invested by funds: $381M → $565M (+$183M)

24% more funds holding

Funds holding: 177 → 220 (+43)

0.5% more ownership

Funds ownership: 73.73% → 74.22% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
220
Holders Change
+43
Holders Change %
+24.29%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
105
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49M
2
Northern Trust
Northern Trust
Illinois
+$9.02M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$7.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.83M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.64M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.62M
2
Vontobel Holding
Vontobel Holding
Switzerland
-$1.88M
3
HGWM
Harvest Group Wealth Management
Massachusetts
-$818K
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$506K
5
FI
FormulaFolio Investments
Michigan
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Adero Partners
California
$3.45M +$1.35M +35,784 +67%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.42M +$314K +8,320 +10%
LPL Financial
28
LPL Financial
California
$3.39M +$1.14M +30,139 +52%
PAS
29
Park Avenue Securities
New York
$3.19M +$2.58M +68,563 +486%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.14M +$2.06M +54,578 +202%
SEI Investments
31
SEI Investments
Pennsylvania
$2.94M – – –
BEC
32
Blue Edge Capital
Virginia
$2.63M +$647K +17,165 +34%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$2.57M +$781K +20,737 +45%
RJA
34
Raymond James & Associates
Florida
$2.52M +$2.16M +57,339 +707%
BIAS
35
Beacon Investment Advisory Services
New Jersey
$2.49M – – –
TAIM
36
TD Ameritrade Investment Management
Nebraska
$2.42M – – –
PA
37
Parkside Advisors
California
$2.41M +$208K +5,519 +10%
RWP
38
RWA Wealth Partners
Massachusetts
$2.36M +$381K +10,115 +20%
CAG
39
Crestwood Advisors Group
Massachusetts
$2.35M +$98.9K +2,625 +4%
5L
40
55I LLC
Massachusetts
$2.3M +$1.93M +51,305 +613%
ACA
41
Affinity Capital Advisors
California
$2.03M -$223K -5,921 -10%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.95M +$187K +4,961 +11%
PBT
43
Pictet Bank & Trust
Bahamas
$1.93M – – –
MIS
44
Morningstar Investment Services
Illinois
$1.9M +$178K +4,722 +11%
Stifel Financial
45
Stifel Financial
Missouri
$1.76M +$210K +5,586 +14%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.71M +$1.36M +35,990 +426%
MWM
47
Mascoma Wealth Management
New Hampshire
$1.64M +$1.19M +31,681 +292%
OMC
48
Old Mission Capital
Illinois
$1.57M +$1.54M +40,853 New
TAS
49
TIFF Advisory Services
Pennsylvania
$1.5M +$620K +16,451 New
AIA
50
Ally Invest Advisors
North Carolina
$1.49M +$311K +8,246 +27%
1
2
3 4 5

ESML Hedge Fund Activity: Q1 2021 in Review

220 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2021, worth a combined $565M — up 48% from $381M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ESML positions and 7 closed out — a net gain of 46 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.62M sold.

  • 220 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2021, up from 177 in Q4 2020.
  • Funds reported $565M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2021 and 7 closed out, a net change of +46 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $49M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2021 was Susquehanna International Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2021.