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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
361
Holders Change
+5
Holders Change %
+1.4%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
47
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.2M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.57M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.1M
4
MIS
Morningstar Investment Services
Illinois
+$3.5M
5
Wells Fargo
Wells Fargo
California
+$2.89M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.7M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$11.6M
3
DF
Dunhill Financial
United Kingdom
-$5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.93M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
101
Cetera Advisor Networks
California
$1.5M -$273K -8,012 -17%
MWM
102
Mascoma Wealth Management
New Hampshire
$1.42M -$334K -9,794 -21%
MGIA
103
Moneta Group Investment Advisors
Missouri
$1.38M +$673K +19,719 +118%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.38M +$31.7K +930 +3%
CPIG
105
Chicago Partners Investment Group
Illinois
$1.36M +$117K +3,436 +10%
RZH
106
Relyea Zuckerberg Hanson
Connecticut
$1.3M +$475K +13,929 +69%
PGA
107
Portland Global Advisors
Maine
$1.28M – – –
Morgan Stanley
108
Morgan Stanley
New York
$1.27M +$524K +15,344 +85%
RJA
109
Raymond James & Associates
Florida
$1.26M -$166K -4,865 -13%
LSAG
110
Lake Street Advisors Group
New Hampshire
$1.22M +$7.1K +208 +0.7%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1.2M -$1.29M -37,780 -55%
CWM
112
Congress Wealth Management
Massachusetts
$1.19M +$77K +2,256 +8%
WT
113
Whittier Trust
California
$1.19M -$128K -3,750 -11%
SWG
114
Summit Wealth Group
Vermont
$1.18M +$3.11K +91 +0.3%
BIA
115
Bell Investment Advisors
California
$1.16M -$1.54K -45 -0.1%
BWM
116
Baystate Wealth Management
Massachusetts
$1.13M +$35.7K +1,047 +4%
GW
117
GW & Wade
Massachusetts
$1.11M +$7.82K +229 +0.8%
AA
118
Addison Advisors
Vermont
$1.09M +$105K +3,085 +12%
AF
119
Allworth Financial
California
$1.08M -$784K -22,977 -45%
B
120
Birchbrook
Maine
$1.07M +$964K +28,256 New
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M +$63.4K +1,856 +7%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$1.07M +$86.6K +2,538 +10%
MML Investors Services
123
MML Investors Services
Massachusetts
$1.06M -$2.21M -64,839 -70%
CFGA
124
Cambridge Financial Group (Arizona)
Arizona
$1.05M +$939K +27,515 New
AWM
125
Axxcess Wealth Management
California
$1.04M +$327K +9,573 +54%
3 4
5
6 7

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.