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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

1% more capital invested

Capital invested by funds: $984M → $995M (+$11.3M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.39% less ownership

Funds ownership: 76.16% → 75.77% (-0.39%)

3% less funds holding

Funds holding: 356 → 347 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
347
Holders Change
-9
Holders Change %
-2.53%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
143
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWG
Summit Wealth Group
Vermont
+$41.4M
2
FFN
Focus Financial Network
Minnesota
+$4.98M
3
Northern Trust
Northern Trust
Illinois
+$4.33M
4
SC
Savant Capital
Illinois
+$3.93M
5
BCM
Becker Capital Management
Oregon
+$2.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
PFO
Pathstone Family Office
New Jersey
-$16.8M
3
Franklin Resources
Franklin Resources
California
-$6.41M
4
LGWM
Litman Gregory Wealth Management
California
-$4.95M
5
SWP
Stratos Wealth Partners
Ohio
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$8.05M +$472K +13,518 +6%
JP Morgan Chase
27
JP Morgan Chase
New York
$7.48M -$199K -5,702 -3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$7.38M -$2.86K -82 -0%
PAS
29
Park Avenue Securities
New York
$7M -$1.14M -32,609 -14%
EWM
30
Empirical Wealth Management
Washington
$6.82M +$321K +9,182 +5%
SC
31
Savant Capital
Illinois
$6.73M +$3.93M +112,529 +132%
B
32
Bailard
California
$6.59M +$519K +14,859 +8%
Truist Financial
33
Truist Financial
North Carolina
$6.35M +$2.37M +67,988 +57%
AA
34
Alesco Advisors
New York
$6.18M +$99.5K +2,850 +2%
PFM
35
Parsec Financial Management
North Carolina
$5.76M +$467K +13,388 +9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.49M -$124K -3,562 -2%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.3M -$1.37M -39,251 -20%
WI
38
WrapManager Inc
California
$5.14M -$531K -15,204 -9%
SWM
39
SigFig Wealth Management
California
$5.06M +$1.09M +31,174 +26%
FCG
40
Financial Connections Group
California
$4.86M +$179K +5,113 +4%
FFN
41
Focus Financial Network
Minnesota
$4.85M +$4.98M +142,682 New
WA
42
Wealth Architects
California
$4.41M +$86.6K +2,479 +2%
ASN
43
Advisory Services Network
Georgia
$4.4M +$421K +12,044 +10%
BlackRock
44
BlackRock
New York
$4.18M +$33.7K +966 +0.8%
MWM
45
Mission Wealth Management
California
$4.15M -$51.6K -1,478 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.91M -$683K -19,566 -15%
MIS
47
Morningstar Investment Services
Illinois
$3.69M -$35.9K -1,029 -0.9%
AWA
48
Alaska Wealth Advisors
Alaska
$3.48M -$163K -4,672 -4%
PA
49
Parkside Advisors
California
$3.42M +$791K +22,665 +29%
CIAS
50
Capital Investment Advisory Services
North Carolina
$3.16M -$128K -3,675 -4%
1
2
3 4 5

ESML Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $995M — up 1.1% from $984M a quarter earlier.

Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
  • Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.