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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

48% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 110

10% more capital invested

Capital invested by funds: $995M → $1.09B (+$94.8M)

3% more funds holding

Funds holding: 347 → 359 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.51% less ownership

Funds ownership: 75.77% → 75.26% (-0.51%)

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$9.17M
2
MWM
Modera Wealth Management
New Jersey
+$6.17M
3
LGWM
Litman Gregory Wealth Management
California
+$5.14M
4
SWP
Stratos Wealth Partners
Ohio
+$4.4M
5
Creative Planning
Creative Planning
Kansas
+$2.54M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$40.2M
2
Bank of America
Bank of America
North Carolina
-$4.12M
3
M&T Bank
M&T Bank
New York
-$2.39M
4
I
IMPACTfolio
Colorado
-$2.17M
5
PAG
Private Advisor Group
New Jersey
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$9.94M +$1.41M +41,729 +18%
EWM
27
Empirical Wealth Management
Washington
$8.21M +$1.03M +30,304 +15%
JP Morgan Chase
28
JP Morgan Chase
New York
$8.2M +$371K +10,971 +5%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$7.64M -$61.5K -1,817 -0.8%
LPL Financial
30
LPL Financial
California
$7.5M -$867K -25,612 -11%
PAS
31
Park Avenue Securities
New York
$7.5M +$173K +5,096 +2%
SC
32
Savant Capital
Illinois
$7.31M +$261K +7,717 +4%
MWM
33
Modera Wealth Management
New Jersey
$7.16M +$6.17M +182,255 +937%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.09M +$1.3M +38,256 +24%
B
35
Bailard
California
$6.96M +$73.4K +2,167 +1%
AA
36
Alesco Advisors
New York
$6.71M +$243K +7,168 +4%
SWM
37
SigFig Wealth Management
California
$6.51M +$1.19M +35,075 +24%
MML Investors Services
38
MML Investors Services
Massachusetts
$5.98M +$422K +12,459 +8%
DF
39
Dunhill Financial
United Kingdom
$5.98M +$5.8M +171,386 New
Truist Financial
40
Truist Financial
North Carolina
$5.9M -$708K -20,911 -11%
SWP
41
Stratos Wealth Partners
Ohio
$5.81M +$4.4M +130,098 +389%
FFN
42
Focus Financial Network
Minnesota
$5.64M +$550K +16,235 +11%
EWA
43
EP Wealth Advisors
California
$5.42M +$405K +11,975 +115%
LGWM
44
Litman Gregory Wealth Management
California
$5.39M +$5.14M +151,832 New
WI
45
WrapManager Inc
California
$5.31M -$61.1K -1,806 -1%
WA
46
Wealth Architects
California
$5.08M +$446K +13,178 +10%
FCG
47
Financial Connections Group
California
$4.69M -$374K -11,036 -8%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$4.62M +$1.72M +50,877 +64%
MWM
49
Mission Wealth Management
California
$4.39M +$48.5K +1,434 +1%
ASN
50
Advisory Services Network
Georgia
$4.36M -$232K -6,841 -5%
1
2
3 4 5

ESML Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2023, worth a combined $1.09B — up 9.5% from $995M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESML positions and 24 closed out — a net gain of 16 holders — while 163 added to existing stakes and 110 trimmed.

The largest buyer was TIAA FSB, adding an estimated $9.17M. The largest seller was Summit Wealth Group, cutting an estimated $40.2M.

  • 359 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2023, up from 347 in Q1 2023.
  • Funds reported $1.09B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2023, up 9.5% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2023 and 24 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2023 was TIAA FSB, an estimated $9.17M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2023 was Summit Wealth Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q2 2023.