We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

333 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 71

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

5.99% more ownership

Funds ownership: 78.43% → 84.42% (+6%)

3% more funds holding

Funds holding: 323 → 333 (+10)

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$8.54M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
333
Holders Change
+10
Holders Change %
+3.1%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
187
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$16.2M
2
Goldman Sachs
Goldman Sachs
New York
+$9.04M
3
HIF
Hill Island Financial
Michigan
+$4.89M
4
Northern Trust
Northern Trust
Illinois
+$4.88M
5
FFN
Focus Financial Network
Minnesota
+$4.69M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.4M
3
HGWM
Harvest Group Wealth Management
Massachusetts
-$4.71M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.88M
5
RFC
Regions Financial Corp
Alabama
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
TIAA FSB
Florida
$3.28M +$3.25M +86,259 New
PA
52
Parkside Advisors
California
$3.2M +$132K +3,498 +4%
CAG
53
Crestwood Advisors Group
Massachusetts
$2.97M +$52.7K +1,397 +2%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.92M +$1.17M +31,165 +68%
BEC
55
Blue Edge Capital
Virginia
$2.9M -$388K -10,296 -12%
SA
56
Stewardship Advisors
Pennsylvania
$2.89M +$384K +10,195 +15%
GC
57
Garde Capital
Washington
$2.86M +$2.26M +60,066 +397%
I
58
IMPACTfolio
Colorado
$2.81M -$190K -5,031 -6%
AIA
59
Ally Invest Advisors
North Carolina
$2.71M +$269K +7,136 +11%
RWP
60
RWA Wealth Partners
Massachusetts
$2.68M +$59.7K +1,584 +2%
AWS
61
Atria Wealth Solutions
New York
$2.46M +$2.44M +64,637 New
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$2.46M +$16.4K +435 +0.7%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$2.46M – – –
OWA
64
One Wealth Advisors
California
$2.39M +$237K +6,278 +11%
Stifel Financial
65
Stifel Financial
Missouri
$2.34M +$216K +5,729 +10%
Prudential Financial
66
Prudential Financial
New Jersey
$2.31M +$219K +5,808 +11%
SC
67
Savant Capital
Illinois
$2.08M +$296K +7,857 +17%
MWM
68
Mascoma Wealth Management
New Hampshire
$2.04M +$86.2K +2,288 +4%
WP
69
WealthSource Partners
California
$1.98M -$208K -5,509 -10%
SPIA
70
Steward Partners Investment Advisory
New York
$1.95M +$1.05M +27,990 +121%
BFA
71
Bluestem Financial Advisors
Illinois
$1.91M -$52.5K -1,393 -3%
BCM
72
Brookstone Capital Management
Illinois
$1.81M +$23.6K +625 +1%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.79M -$425K -11,279 -19%
HPWM
74
Highland Private Wealth Management
Washington
$1.79M +$102K +2,715 +6%
HT
75
Hefren-Tillotson
Pennsylvania
$1.75M +$367K +9,731 +27%
1 2
3
4 5

ESML Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2022, worth a combined $1.03B — up 0.83% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ESML positions and 27 closed out — a net gain of 15 holders — while 187 added to existing stakes and 71 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $16.2M. The largest seller was UBS Group, cutting an estimated $5.9M.

  • 333 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2022, up from 323 in Q4 2021.
  • Funds reported $1.03B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2022, up 0.83% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2022 and 27 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $16.2M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2022 was UBS Group, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2022.