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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

333 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 71

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

5.99% more ownership

Funds ownership: 78.43% → 84.42% (+6%)

3% more funds holding

Funds holding: 323 → 333 (+10)

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$8.54M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
333
Holders Change
+10
Holders Change %
+3.1%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
187
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$16.2M
2
Goldman Sachs
Goldman Sachs
New York
+$9.04M
3
HIF
Hill Island Financial
Michigan
+$4.89M
4
Northern Trust
Northern Trust
Illinois
+$4.88M
5
FFN
Focus Financial Network
Minnesota
+$4.69M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.4M
3
HGWM
Harvest Group Wealth Management
Massachusetts
-$4.71M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.88M
5
RFC
Regions Financial Corp
Alabama
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
26
Sand Hill Global Advisors
California
$7M +$2.09M +55,477 +43%
Wells Fargo
27
Wells Fargo
California
$6.96M +$3.56M +94,435 +107%
WI
28
WrapManager Inc
California
$6.73M +$122K +3,244 +2%
5L
29
55I LLC
Massachusetts
$6.38M +$118K +3,119 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$6.15M +$3.79M +100,687 +165%
FCG
31
Financial Connections Group
California
$5.91M +$608K +16,121 +12%
EWM
32
Empirical Wealth Management
Washington
$5.75M +$421K +11,157 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.65M -$36.7K -973 -0.7%
HighTower Advisors
34
HighTower Advisors
Illinois
$5.28M +$383K +10,170 +8%
AA
35
Alesco Advisors
New York
$5.24M +$211K +5,591 +4%
GI
36
Gradient Investments
Minnesota
$4.97M -$176K -4,666 -3%
HIF
37
Hill Island Financial
Michigan
$4.93M +$4.89M +129,636 New
BlackRock
38
BlackRock
New York
$4.87M -$40.6K -1,077 -0.8%
AP
39
Adero Partners
California
$4.74M +$646K +17,146 +16%
FFN
40
Focus Financial Network
Minnesota
$4.74M +$4.69M +124,525 New
SHJ
41
Sharkey, Howes & Javer
Colorado
$4.63M +$225K +5,971 +5%
B
42
Bailard
California
$4.39M -$43.7K -1,160 -1%
CIAS
43
Capital Investment Advisory Services
North Carolina
$4.34M +$378K +10,033 +10%
EWA
44
EP Wealth Advisors
California
$4.31M +$165K +4,386 +4%
PFM
45
Parsec Financial Management
North Carolina
$4.16M +$1.97M +52,345 +92%
RJA
46
Raymond James & Associates
Florida
$3.72M +$221K +5,858 +6%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$3.68M -$20.5K -544 -0.6%
LGWM
48
Litman Gregory Wealth Management
California
$3.68M +$527K +13,970 +17%
MIS
49
Morningstar Investment Services
Illinois
$3.67M +$394K +10,463 +12%
HGWM
50
Harvest Group Wealth Management
Massachusetts
$3.32M -$4.71M -124,931 -59%
1
2
3 4 5

ESML Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2022, worth a combined $1.03B — up 0.83% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ESML positions and 27 closed out — a net gain of 15 holders — while 187 added to existing stakes and 71 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $16.2M. The largest seller was UBS Group, cutting an estimated $5.9M.

  • 333 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2022, up from 323 in Q4 2021.
  • Funds reported $1.03B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2022, up 0.83% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2022 and 27 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $16.2M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2022 was UBS Group, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2022.