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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

220 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

48% more capital invested

Capital invested by funds: $381M → $565M (+$183M)

24% more funds holding

Funds holding: 177 → 220 (+43)

0.5% more ownership

Funds ownership: 73.73% → 74.22% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
220
Holders Change
+43
Holders Change %
+24.29%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
105
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49M
2
Northern Trust
Northern Trust
Illinois
+$9.02M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$7.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.83M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.64M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.62M
2
Vontobel Holding
Vontobel Holding
Switzerland
-$1.88M
3
HGWM
Harvest Group Wealth Management
Massachusetts
-$818K
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$506K
5
FI
FormulaFolio Investments
Michigan
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
76
Mather Group
Illinois
$800K +$28K +742 +4%
BCM
77
Brookstone Capital Management
Illinois
$790K +$328K +8,711 +74%
HTC
78
Haverford Trust Company
Pennsylvania
$781K +$171K +4,540 +29%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$760K +$353K +9,360 +90%
RFC
80
Regions Financial Corp
Alabama
$757K +$740K +19,641 New
EH
81
Equitable Holdings
New York
$748K +$732K +19,421 New
VCM
82
Vision Capital Management
Oregon
$720K +$22K +583 +3%
HR
83
Hardy Reed
Mississippi
$697K +$11.3K +299 +2%
RZH
84
Relyea Zuckerberg Hanson
Connecticut
$686K -$155K -4,125 -20%
Citadel Advisors
85
Citadel Advisors
Florida
$661K +$45.9K +1,217 +8%
Prudential Financial
86
Prudential Financial
New Jersey
$649K +$634K +16,834 New
BWP
87
BSW Wealth Partners
Colorado
$643K +$305K +8,103 +94%
CWM
88
Cranbrook Wealth Management
Michigan
$639K -$7.05K -187 -1%
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$634K +$37.4K +993 +6%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$616K +$40.1K +1,063 +7%
AIP
91
Ameritas Investment Partners
Nebraska
$610K +$29.2K +776 +5%
MBT
92
Montecito Bank & Trust
California
$606K +$592K +15,716 New
CA
93
CGN Advisors
Kansas
$583K -$132K -3,496 -19%
SFG
94
Sage Financial Group
Pennsylvania
$576K +$58.9K +1,564 +12%
WCWM
95
Willow Creek Wealth Management
California
$572K -$50.3K -1,336 -8%
PFA
96
Pathway Financial Advisors
Vermont
$558K +$9.68K +257 +2%
PCA
97
Personal Capital Advisors
California
$530K -$101K -2,673 -16%
APA
98
American Portfolios Advisors
New York
$520K +$48.9K +1,297 +11%
VCS
99
Vaughan & Co Securities
New Jersey
$517K – – –
CCWA
100
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$508K +$497K +13,188 New
2 3
4
5 6

ESML Hedge Fund Activity: Q1 2021 in Review

220 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2021, worth a combined $565M — up 48% from $381M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ESML positions and 7 closed out — a net gain of 46 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.62M sold.

  • 220 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2021, up from 177 in Q4 2020.
  • Funds reported $565M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2021 and 7 closed out, a net change of +46 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $49M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2021 was Susquehanna International Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2021.