iShares ESG Aware MSCI USA Small-Cap ETF
ESML
361 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 117
21% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 39
10% more capital invested
Capital invested by funds: $974M → $1.07B (+$99.2M)
1% more funds holding
Funds holding: 356 → 361 (+5)
0.32% more ownership
Funds ownership: 73.49% → 73.81% (+0.32%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.2M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$9.57M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.1M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$3.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.7M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$11.6M |
| 3 |
DF
Dunhill Financial
London,
United Kingdom
|
-$5M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.93M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.58M |
ESML Hedge Fund Activity: Q4 2023 in Review
361 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2023, worth a combined $1.07B — up 10% from $974M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ESML positions and 39 closed out — a net gain of 8 holders — while 155 added to existing stakes and 117 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12.2M. The largest seller was Envestnet Asset Management, cutting an estimated $36.7M.
- 361 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2023, up from 356 in Q3 2023.
- Funds reported $1.07B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 47 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2023 and 39 closed out, a net change of +8 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2023 was Fidelity Investments, an estimated $12.2M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2023.