We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35% → 89.7% (+4.4%)

2% more funds holding

Funds holding: 322 → 330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$4.97M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.64M
3
TF
TIAA FSB
Florida
+$3.52M
4
AWA
Alaska Wealth Advisors
Alaska
+$3.43M
5
HIF
Hill Island Financial
Michigan
+$2.35M

Top Sellers

1
CFG
Citizens Financial Group
Rhode Island
-$5.56M
2
SHJ
Sharkey, Howes & Javer
Colorado
-$2.33M
3
RWP
RWA Wealth Partners
Massachusetts
-$2.12M
4
Creative Planning
Creative Planning
Kansas
-$1.92M
5
LPL Financial
LPL Financial
California
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$6.51M +$329K +9,757 +5%
HIF
27
Hill Island Financial
Michigan
$6.4M +$2.35M +69,786 +50%
SHGA
28
Sand Hill Global Advisors
California
$6.31M -$197K -5,825 -3%
Wells Fargo
29
Wells Fargo
California
$6.13M +$419K +12,425 +7%
AA
30
Alesco Advisors
New York
$5.59M +$1.19M +35,275 +24%
WI
31
WrapManager Inc
California
$5.48M +$47.4K +1,406 +0.8%
EWM
32
Empirical Wealth Management
Washington
$5.41M +$560K +16,594 +10%
FCG
33
Financial Connections Group
California
$5.34M +$364K +10,796 +7%
SWP
34
Stratos Wealth Partners
Ohio
$5.19M +$711K +21,082 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.92M +$632K +18,719 +13%
B
36
Bailard
California
$4.9M +$1.07M +31,662 +25%
PFM
37
Parsec Financial Management
North Carolina
$4.65M +$704K +20,857 +16%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.19M +$247K +7,324 +6%
FFN
39
Focus Financial Network
Minnesota
$4.14M +$92.3K +2,736 +2%
AP
40
Adero Partners
California
$4.12M +$167K +4,938 +4%
BlackRock
41
BlackRock
New York
$3.96M +$182K +5,400 +4%
LGWM
42
Litman Gregory Wealth Management
California
$3.93M +$558K +16,539 +15%
EWA
43
EP Wealth Advisors
California
$3.75M -$264K -7,828 -6%
MIS
44
Morningstar Investment Services
Illinois
$3.64M +$55K +1,629 +2%
GI
45
Gradient Investments
Minnesota
$3.61M +$35.6K +1,056 +0.9%
Truist Financial
46
Truist Financial
North Carolina
$3.42M +$139K +4,126 +4%
ASN
47
Advisory Services Network
Georgia
$3.38M +$800K +23,704 +27%
WA
48
Wealth Architects
California
$3.21M +$682K +20,202 +24%
RJA
49
Raymond James & Associates
Florida
$3.18M +$260K +7,712 +8%
AWA
50
Alaska Wealth Advisors
Alaska
$3.12M +$3.43M +101,685 New
1
2
3 4 5

ESML Hedge Fund Activity: Q3 2022 in Review

330 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2022, worth a combined $889M — up 2.1% from $871M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ESML positions and 20 closed out — a net gain of 11 holders — while 180 added to existing stakes and 75 trimmed.

The largest buyer was F.L. Putnam Investment Management, adding an estimated $4.97M. The largest seller was Citizens Financial Group, cutting an estimated $5.56M.

  • 330 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2022, up from 322 in Q2 2022.
  • Funds reported $889M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 31 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2022 was F.L. Putnam Investment Management, an estimated $4.97M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q3 2022 was Citizens Financial Group, an estimated $5.56M sold.

Based on aggregated 13F filings for Q3 2022.