We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

220 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

48% more capital invested

Capital invested by funds: $381M → $565M (+$183M)

24% more funds holding

Funds holding: 177 → 220 (+43)

0.5% more ownership

Funds ownership: 73.73% → 74.22% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
220
Holders Change
+43
Holders Change %
+24.29%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
105
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49M
2
Northern Trust
Northern Trust
Illinois
+$9.02M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$7.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.83M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.64M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.62M
2
Vontobel Holding
Vontobel Holding
Switzerland
-$1.88M
3
HGWM
Harvest Group Wealth Management
Massachusetts
-$818K
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$506K
5
FI
FormulaFolio Investments
Michigan
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
MM
126
Main Management
California
$377K – – –
BFA
127
Bragg Financial Advisors
North Carolina
$375K -$12.8K -340 -3%
ODIJL
128
One Day In July LLC
Vermont
$373K -$60.2K -1,597 -14%
MAG
129
Mokosak Advisory Group
Iowa
$372K -$49.3K -1,308 -12%
GWA
130
GGM Wealth Advisors
Maryland
$369K +$349K +9,250 New
MCM
131
Maryland Capital Management
Maryland
$366K – – –
CIC
132
Cornercap Investment Counsel
Georgia
$362K +$354K +9,388 New
HWA
133
Hilltop Wealth Advisors
North Carolina
$360K +$352K +9,332 New
AWA
134
Aaron Wealth Advisors
Illinois
$359K – – –
APW
135
Austin Private Wealth
Texas
$356K +$348K +9,232 New
BAM
136
Baldrige Asset Management
Pennsylvania
$355K -$32.3K -857 -9%
EPP
137
ETF Portfolio Partners
Kansas
$345K -$21.3K -565 -6%
DAS
138
Dynamic Advisor Solutions
Arizona
$343K +$48.3K +1,283 +17%
ECM
139
Evergreen Capital Management
Washington
$337K +$86.5K +2,295 +36%
BBA
140
BLB&B Advisors
Pennsylvania
$335K +$102K +2,719 +45%
DC
141
DeDora Capital
California
$334K +$327K +8,671 New
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$327K +$80.6K +2,140 +34%
PAG
143
Private Advisor Group
New Jersey
$313K -$85.9K -2,280 -22%
SFO
144
Stokes Family Office
Louisiana
$303K – – –
BSB
145
Bangor Savings Bank
Maine
$300K -$48K -1,273 -14%
AA
146
Alesco Advisors
New York
$299K -$1.88K -50 -0.6%
BJ
147
Brouwer & Janachowski
California
$289K +$283K +7,499 New
OWA
148
Opal Wealth Advisors
New York
$285K -$1.73K -46 -0.6%
SWA
149
Sax Wealth Advisors
New Jersey
$285K +$278K +7,390 New
Baird Financial Group
150
Baird Financial Group
Wisconsin
$276K +$270K +7,170 New
4 5
6
7 8

ESML Hedge Fund Activity: Q1 2021 in Review

220 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2021, worth a combined $565M — up 48% from $381M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ESML positions and 7 closed out — a net gain of 46 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.62M sold.

  • 220 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2021, up from 177 in Q4 2020.
  • Funds reported $565M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2021 and 7 closed out, a net change of +46 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $49M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2021 was Susquehanna International Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2021.