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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

1% more capital invested

Capital invested by funds: $984M → $995M (+$11.3M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.39% less ownership

Funds ownership: 76.16% → 75.77% (-0.39%)

3% less funds holding

Funds holding: 356 → 347 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
347
Holders Change
-9
Holders Change %
-2.53%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
143
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWG
Summit Wealth Group
Vermont
+$41.4M
2
FFN
Focus Financial Network
Minnesota
+$4.98M
3
Northern Trust
Northern Trust
Illinois
+$4.33M
4
SC
Savant Capital
Illinois
+$3.93M
5
BCM
Becker Capital Management
Oregon
+$2.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
PFO
Pathstone Family Office
New Jersey
-$16.8M
3
Franklin Resources
Franklin Resources
California
-$6.41M
4
LGWM
Litman Gregory Wealth Management
California
-$4.95M
5
SWP
Stratos Wealth Partners
Ohio
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$1.93M +$614K +17,572 +45%
VCM
77
Vision Capital Management
Oregon
$1.93M -$62.8K -1,797 -3%
OFG
78
Omega Financial Group
California
$1.85M +$100K +2,870 +6%
RFC
79
Regions Financial Corp
Alabama
$1.84M +$24.1K +691 +1%
WCWM
80
Willow Creek Wealth Management
California
$1.81M -$9.71K -278 -0.5%
MWM
81
Mascoma Wealth Management
New Hampshire
$1.8M +$17K +486 +0.9%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$378K +10,817 +26%
IWM
83
Integris Wealth Management
California
$1.79M +$101K +2,903 +6%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$1.79M -$49.5K -1,419 -3%
Stifel Financial
85
Stifel Financial
Missouri
$1.78M -$280K -8,018 -13%
HI
86
Harbour Investments
Wisconsin
$1.77M +$270K +7,746 +17%
SC
87
Stephens Consulting
Michigan
$1.76M +$82.6K +2,365 +5%
SPIA
88
Steward Partners Investment Advisory
New York
$1.68M -$139K -3,970 -7%
AWS
89
Atria Wealth Solutions
New York
$1.66M -$251K -7,175 -13%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$1.65M +$125K +3,571 +8%
ACA
91
Affinity Capital Advisors
California
$1.53M -$98.2K -2,812 -6%
COCM
92
Charter Oak Capital Management
New Hampshire
$1.5M +$55.3K +1,583 +4%
LWP
93
Laurel Wealth Planning
Minnesota
$1.42M +$192K +5,485 +15%
TC
94
Trilogy Capital
California
$1.4M +$36.6K +1,049 +3%
BWM
95
Baystate Wealth Management
Massachusetts
$1.37M -$60.9K -1,745 -4%
PWM
96
Perigon Wealth Management
California
$1.32M -$109K -3,128 -7%
FF
97
Francis Financial
$1.31M +$1.34M +38,439 New
IWC
98
Integrated Wealth Concepts
Massachusetts
$1.3M +$39.9K +1,143 +3%
HTC
99
Haverford Trust Company
Pennsylvania
$1.26M +$147K +4,215 +13%
CAN
100
Cetera Advisor Networks
California
$1.18M -$155K -4,438 -11%
2 3
4
5 6

ESML Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $995M — up 1.1% from $984M a quarter earlier.

Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
  • Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.