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iShares ESG Aware MSCI USA Small-Cap ETF
ESML
ESML
55 hedge funds and large institutions have $68.3M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
22% more funds holding
Funds holding: 45 → 55 (+10)
15% more capital invested
Capital invested by funds: $59.5M → $68.3M (+$8.8M)
12.9% less ownership
Funds ownership: 106.06% → 93.16% (-13%)
Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$2.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$840K |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$819K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$438K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
51
LifePlan Financial Group
Dayton,
Ohio
| $5K | +$2.27K | +85 | +78% |
|
|
AG
52
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
|
CGI
53
Cougar Global Investments
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $2K | +$2.94K | +110 | New |
|
|
MWM
55
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$75K | -2,781 | Closed |
|
|
OIA
56
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$21K | -761 | Closed |
|
|
RCAG
57
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$1.56K | -58 | Closed |
|
|
AOWM
58
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$1K | -20 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | +100% |
|