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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
GW
126
GW & Wade
Massachusetts
$809K +$65.6K +1,620 +9%
IWC
127
Integrated Wealth Concepts
Massachusetts
$769K +$293K +7,235 +61%
BIA
128
Bell Investment Advisors
California
$762K +$90.9K +2,245 +13%
HWA
129
Hilltop Wealth Advisors
North Carolina
$761K +$97.4K +2,406 +15%
LRWA
130
Long Run Wealth Advisors
New York
$754K +$763K +18,840 New
FANJ
131
Financial Architects (New Jersey)
New Jersey
$751K -$10.1K -249 -1%
RP
132
Riverwater Partners
Wisconsin
$739K +$742K +18,326 New
PCA
133
Personal Capital Advisors
California
$725K -$17.6K -435 -2%
BF
134
Brooklyn FI
New York
$723K +$726K +17,929 New
CWM
135
Cranbrook Wealth Management
Michigan
$706K +$12.8K +315 +2%
GIA
136
Goodwin Investment Advisory
Georgia
$706K +$92K +2,273 +15%
AFAS
137
Acorn Financial Advisory Services
Virginia
$700K – – –
RIA
138
Regal Investment Advisors
Michigan
$694K +$142K +3,504 +26%
CB
139
Commerce Bank
Missouri
$685K +$191K +4,716 +38%
SFG
140
Sage Financial Group
Pennsylvania
$671K +$60.1K +1,485 +10%
SFG
141
SNS Financial Group
Minnesota
$666K +$47.9K +1,182 +8%
RJT
142
Raymond James Trust
Florida
$664K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$660K -$654K -16,155 -50%
DL
144
DOHJ LLC
Washington
$659K +$130K +3,223 +25%
PA
145
Parallel Advisors
California
$652K +$130K +3,207 +25%
AWM
146
Axxcess Wealth Management
California
$651K +$653K +16,135 New
QCM
147
Quest Capital Management
Texas
$646K – – –
MBT
148
Montecito Bank & Trust
California
$634K – – –
FHA
149
First Horizon Advisors
Tennessee
$618K +$85.1K +2,103 +16%
EPP
150
ETF Portfolio Partners
Kansas
$615K +$294K +7,252 +91%
4 5
6
7 8

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.