iShares ESG Aware MSCI USA Small-Cap ETF
ESML
88 hedge funds and large institutions have $99.8M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 13 closing their positions.
308% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 12
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
7% more funds holding
Funds holding: 82 → 88 (+6)
9% less capital invested
Capital invested by funds: $109M → $99.8M (-$9.59M)
18.3% less ownership
Funds ownership: 88.75% → 70.45% (-18%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$6.91M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$3.03M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$2.46M |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$1.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$992K |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.61M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| 4 |
EOJOAM
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
-$685K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$519K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
ESML Hedge Fund Activity: Q1 2020 in Review
88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2020, worth a combined $99.8M — down 8.8% from $109M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ESML positions and 13 closed out — a net gain of 8 holders — while 49 added to existing stakes and 12 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $6.91M. The largest seller was Jane Street, exiting entirely with an estimated $1.61M sold.
- 88 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2020, up from 82 in Q4 2019.
- Funds reported $99.8M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2020, down 8.8% quarter-over-quarter.
- 21 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2020 and 13 closed out, a net change of +8 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2020 was Goldman Sachs, an estimated $6.91M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2020 was Jane Street, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2020.