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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

323 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 31

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $814M → $1.02B (+$209M)

21% more funds holding

Funds holding: 266 → 323 (+57)

4.88% more ownership

Funds ownership: 73.56% → 78.43% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
323
Holders Change
+57
Holders Change %
+21.43%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.4M
2
Goldman Sachs
Goldman Sachs
New York
+$12.8M
3
Creative Planning
Creative Planning
Kansas
+$8.12M
4
UBS Group
UBS Group
Switzerland
+$6.76M
5
Truist Financial
Truist Financial
North Carolina
+$6.26M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
3
OMC
Old Mission Capital
Illinois
-$2.83M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
26
55I LLC
Massachusetts
$6.64M +$695K +17,170 +12%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$6.29M +$1.79M +44,133 +39%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.03M +$911K +22,500 +18%
EWM
29
Empirical Wealth Management
Washington
$5.64M +$307K +7,575 +6%
FCG
30
Financial Connections Group
California
$5.62M +$5.64M +139,285 New
GI
31
Gradient Investments
Minnesota
$5.45M +$98.8K +2,441 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$5.4M +$5.42M +133,825 New
AA
33
Alesco Advisors
New York
$5.33M +$1.07M +26,505 +25%
BlackRock
34
BlackRock
New York
$5.21M +$330K +8,155 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$5.18M +$757K +18,694 +17%
SHGA
36
Sand Hill Global Advisors
California
$5.18M +$1.22M +30,168 +31%
B
37
Bailard
California
$4.7M -$75.9K -1,874 -2%
SHJ
38
Sharkey, Howes & Javer
Colorado
$4.66M +$3.67M +90,688 +363%
EWA
39
EP Wealth Advisors
California
$4.39M +$205K +5,054 +5%
AP
40
Adero Partners
California
$4.34M +$195K +4,810 +5%
CIAS
41
Capital Investment Advisory Services
North Carolina
$4.2M +$243K +5,991 +6%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$3.92M +$1.36M +33,469 +52%
RJA
43
Raymond James & Associates
Florida
$3.71M +$599K +14,796 +19%
Wells Fargo
44
Wells Fargo
California
$3.57M +$1.8M +44,488 +101%
BEC
45
Blue Edge Capital
Virginia
$3.49M +$203K +5,004 +6%
MIS
46
Morningstar Investment Services
Illinois
$3.4M +$475K +11,731 +16%
LGWM
47
Litman Gregory Wealth Management
California
$3.33M +$119K +2,933 +4%
PA
48
Parkside Advisors
California
$3.25M -$128K -3,157 -4%
I
49
IMPACTfolio
Colorado
$3.19M +$3.2M +78,992 New
CAG
50
Crestwood Advisors Group
Massachusetts
$3.09M +$195K +4,821 +7%
1
2
3 4 5

ESML Hedge Fund Activity: Q4 2021 in Review

323 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2021, worth a combined $1.02B — up 26% from $814M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESML positions and 14 closed out — a net gain of 61 holders — while 177 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.4M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.

  • 323 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2021, up from 266 in Q3 2021.
  • Funds reported $1.02B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2021 and 14 closed out, a net change of +61 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $25.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.