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iShares ESG Aware MSCI USA Small-Cap ETF
ESML
ESML
82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 2
386% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 7
60% more capital invested
Capital invested by funds: $68.3M → $109M (+$41.1M)
49% more funds holding
Funds holding: 55 → 82 (+27)
4.41% less ownership
Funds ownership: 93.16% → 88.75% (-4.4%)
Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
34
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.09M |
| 2 |
Goldman Sachs
New York
|
+$4.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.89M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$3.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.47M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
76
Ellis Investment Partners
Berwyn,
Pennsylvania
| $7K | +$28 | +1 | +0.4% |
|
|
LFG
77
LifePlan Financial Group
Dayton,
Ohio
| $6K | – | – | – |
|
|
AF
78
Allworth Financial
Folsom,
California
| $6K | +$5.97K | +216 | New |
|
|
RCA
79
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $4K | +$3.84K | +139 | New |
|
|
CGI
80
Cougar Global Investments
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
SHWM
81
Silicon Hills Wealth Management
Austin,
Texas
| $15 | +$28 | +1 | New |
|
|
FTIOP
82
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| – | -$605K | -22,652 | Closed |
|
|
IA
83
IFP Advisors
Tampa,
Florida
| – | -$2.82K | -102 | -93% |
|
84
Wells Fargo
San Francisco,
California
| – | -$55 | -2 | Closed |
|