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iShares ESG Aware MSCI USA Small-Cap ETF

122 hedge funds and large institutions have $211M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

267% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 15

111% more capital invested

Capital invested by funds: $99.8M → $211M (+$111M)

39% more funds holding

Funds holding: 88122 (+34)

0.61% more ownership

Funds ownership: 70.45%71.05% (+0.61%)

Holders
122
Holders Change
+34
Holders Change %
+38.64%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
55
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$489K +$50.3K +2,182 +13%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$486K +$147K +6,365 +49%
BWM
53
Baystate Wealth Management
Massachusetts
$480K +$19.2K +835 +5%
SC
54
Savant Capital
Illinois
$473K +$124K +5,369 +40%
SBSB
55
Sullivan, Bruyette, Speros & Blaney
Virginia
$462K +$8.9K +386 +2%
PAS
56
Park Avenue Securities
New York
$445K +$409K +17,744 New
VCM
57
Vision Capital Management
Oregon
$440K -$35K -1,517 -8%
HR
58
Hardy Reed
Mississippi
$418K +$49K +2,127 +15%
PA
59
Parallel Advisors
California
$402K +$368K +15,958 +18,343%
Franklin Resources
60
Franklin Resources
California
$392K +$347K +15,032 New
CWM
61
Cranbrook Wealth Management
Michigan
$369K +$61.1K +2,651 +22%
AAM
62
Autus Asset Management
Arizona
$358K +$54.9K +2,380 +20%
EH
63
Equitable Holdings
New York
$351K +$323K +14,007 New
ASN
64
Advisory Services Network
Georgia
$350K +$287K +12,461 +849%
LA
65
LVW Advisors
New York
$348K +$320K +13,876 New
VCS
66
Vaughan & Co Securities
New Jersey
$337K +$138K +6,000 +81%
AIP
67
Ameritas Investment Partners
Nebraska
$333K +$5.99K +260 +2%
AIA
68
Ally Invest Advisors
North Carolina
$327K +$301K +13,038 New
BFA
69
Bluestem Financial Advisors
Illinois
$310K +$285K +12,360 New
PCA
70
Personal Capital Advisors
California
$309K +$14.5K +627 +5%
PA
71
Paracle Advisors
Washington
$304K +$2.65K +115 +1%
SFO
72
Stokes Family Office
Louisiana
$287K +$264K +11,450 New
BAM
73
Baldrige Asset Management
Pennsylvania
$272K +$10.5K +456 +4%
MAG
74
Mokosak Advisory Group
Iowa
$266K +$1.43K +62 +0.6%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$262K +$103K +4,451 +74%

ESML Hedge Fund Activity: Q2 2020 in Review

122 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2020, worth a combined $211M — up 111% from $99.8M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ESML positions and 8 closed out — a net gain of 35 holders — while 55 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.7M. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $589K sold.

  • 122 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2020, up from 88 in Q1 2020.
  • Funds reported $211M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2020, up 111% quarter-over-quarter.
  • 43 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2020 and 8 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $13.7M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2020 was Miracle Mile Advisors, an estimated $589K sold.

Based on aggregated 13F filings for Q2 2020.