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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

371 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 161 increasing their positions, 115 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

40% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$151M)

3% more funds holding

Funds holding: 361 → 371 (+10)

1.05% more ownership

Funds ownership: 73.81% → 74.85% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
371
Holders Change
+10
Holders Change %
+2.77%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
161
Reduced
115
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$11M
3
HPC
HM Payson & Co
Maine
+$6.64M
4
M&T Bank
M&T Bank
New York
+$4.43M
5
KF
Krilogy Financial
Missouri
+$4.05M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$5.87M
2
MIS
Morningstar Investment Services
Illinois
-$4.41M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.07M
5
FGAM
Financial Gravity Asset Management
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.2M -$752K -19,780 -7%
EWM
27
Empirical Wealth Management
Washington
$10.1M +$277K +7,285 +3%
MWM
28
Modera Wealth Management
New Jersey
$9.54M +$349K +9,163 +4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$8.48M -$239K -6,291 -3%
SC
30
Savant Capital
Illinois
$8.3M -$248K -6,529 -3%
LPL Financial
31
LPL Financial
California
$8.15M +$215K +5,655 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.83M +$475K +12,475 +7%
B
33
Bailard
California
$7.77M -$26.3K -691 -0.4%
HPC
34
HM Payson & Co
Maine
$7.18M +$6.64M +174,441 +4,633%
Truist Financial
35
Truist Financial
North Carolina
$7M -$283K -7,441 -4%
WA
36
Wealth Architects
California
$6.21M +$26.3K +691 +0.5%
Franklin Resources
37
Franklin Resources
California
$6.12M -$327K -8,602 -5%
LGWM
38
Litman Gregory Wealth Management
California
$6.02M -$202K -5,301 -3%
EWA
39
EP Wealth Advisors
California
$5.71M -$49.8K -1,308 -0.9%
Financial Engines Advisors
40
Financial Engines Advisors
California
$5.71M +$958K +25,187 +22%
BlackRock
41
BlackRock
New York
$5.67M +$498K +13,099 +10%
AA
42
Alesco Advisors
New York
$5.3M -$207K -5,445 -4%
AWA
43
Alaska Wealth Advisors
Alaska
$4.86M +$752K +19,776 +20%
MWM
44
Mission Wealth Management
California
$4.82M -$78.9K -2,075 -2%
ASN
45
Advisory Services Network
Georgia
$4.67M +$434K +11,413 +11%
PA
46
Parkside Advisors
California
$4.53M +$130K +3,429 +3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$4.46M +$164K +4,324 +4%
WI
48
WrapManager Inc
California
$4.36M -$1.71M -44,854 -29%
KF
49
Krilogy Financial
Missouri
$4.29M +$4.05M +106,579 New
AIA
50
Ally Invest Advisors
North Carolina
$4.08M +$71.6K +1,882 +2%
1
2
3 4 5

ESML Hedge Fund Activity: Q1 2024 in Review

371 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2024, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ESML positions and 18 closed out — a net gain of 17 holders — while 161 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $53M. The largest seller was Focus Financial Network, cutting an estimated $5.87M.

  • 371 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2024, up from 361 in Q4 2023.
  • Funds reported $1.22B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2024 and 18 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $53M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2024 was Focus Financial Network, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2024.