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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

323 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 31

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $814M → $1.02B (+$209M)

21% more funds holding

Funds holding: 266 → 323 (+57)

4.88% more ownership

Funds ownership: 73.56% → 78.43% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
323
Holders Change
+57
Holders Change %
+21.43%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.4M
2
Goldman Sachs
Goldman Sachs
New York
+$12.8M
3
Creative Planning
Creative Planning
Kansas
+$8.12M
4
UBS Group
UBS Group
Switzerland
+$6.76M
5
Truist Financial
Truist Financial
North Carolina
+$6.26M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
3
OMC
Old Mission Capital
Illinois
-$2.83M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
101
Summit Wealth Group
Vermont
$1.01M +$380K +9,377 +60%
QC
102
Quent Capital
New York
$1M +$1.01M +24,904 New
WA
103
Wealth Architects
California
$998K +$1M +24,764 New
KAS
104
Kestra Advisory Services
Texas
$990K +$111K +2,732 +13%
Franklin Resources
105
Franklin Resources
California
$974K +$70.2K +1,734 +8%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$972K +$350K +8,643 +56%
APA
107
American Portfolios Advisors
New York
$969K +$256K +6,334 +36%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$961K +$571K +14,114 +145%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$952K +$200K +4,939 +26%
Morgan Stanley
110
Morgan Stanley
New York
$952K +$849K +20,958 +787%
CCG
111
Capital CS Group
California
$951K +$529K +13,061 +124%
T
112
TCWP
Ohio
$948K +$952K +23,515 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$936K +$288K +7,104 +44%
SPIA
114
Steward Partners Investment Advisory
New York
$933K +$16K +395 +2%
AWM
115
AE Wealth Management
Kansas
$932K +$400K +9,885 +75%
SWM
116
SigFig Wealth Management
California
$921K +$254K +6,274 +37%
HTC
117
Haverford Trust Company
Pennsylvania
$911K – – –
HR
118
Hardy Reed
Mississippi
$879K +$33K +816 +4%
WA
119
Wealth Alliance
New York
$866K +$70.3K +1,737 +9%
SFS
120
Sowell Financial Services
Arkansas
$864K +$151K +3,736 +21%
JFA
121
JNBA Financial Advisors
Minnesota
$850K -$18.5K -457 -2%
APW
122
Austin Private Wealth
Texas
$834K +$144K +3,563 +21%
LNC
123
Lincoln National Corp
Pennsylvania
$821K +$80.1K +1,979 +11%
WCWM
124
Willow Creek Wealth Management
California
$814K +$231K +5,702 +39%
CWM
125
Congress Wealth Management
Massachusetts
$814K +$817K +20,181 New
3 4
5
6 7

ESML Hedge Fund Activity: Q4 2021 in Review

323 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2021, worth a combined $1.02B — up 26% from $814M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESML positions and 14 closed out — a net gain of 61 holders — while 177 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.4M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.

  • 323 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2021, up from 266 in Q3 2021.
  • Funds reported $1.02B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2021 and 14 closed out, a net change of +61 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $25.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.