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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

1% more capital invested

Capital invested by funds: $984M → $995M (+$11.3M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.39% less ownership

Funds ownership: 76.16% → 75.77% (-0.39%)

3% less funds holding

Funds holding: 356 → 347 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
347
Holders Change
-9
Holders Change %
-2.53%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
143
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWG
Summit Wealth Group
Vermont
+$41.4M
2
FFN
Focus Financial Network
Minnesota
+$4.98M
3
Northern Trust
Northern Trust
Illinois
+$4.33M
4
SC
Savant Capital
Illinois
+$3.93M
5
BCM
Becker Capital Management
Oregon
+$2.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
PFO
Pathstone Family Office
New Jersey
-$16.8M
3
Franklin Resources
Franklin Resources
California
-$6.41M
4
LGWM
Litman Gregory Wealth Management
California
-$4.95M
5
SWP
Stratos Wealth Partners
Ohio
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
126
DFPG Investments
Utah
$878K +$629K +18,018 +231%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$863K +$333K +9,529 +60%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$849K -$50.6K -1,448 -5%
CWM
129
Congress Wealth Management
Massachusetts
$847K +$94.4K +2,704 +12%
LRWA
130
Long Run Wealth Advisors
New York
$838K -$58.2K -1,667 -6%
HWA
131
Hilltop Wealth Advisors
North Carolina
$837K -$16.1K -460 -2%
LSAG
132
Lake Street Advisors Group
New Hampshire
$834K +$92.2K +2,639 +12%
TRCT
133
Tower Research Capital (TRC)
New York
$822K -$436K -12,488 -34%
DWT
134
Dorsey & Whitney Trust
South Dakota
$809K +$208K +5,967 +33%
HR
135
Hardy Reed
Mississippi
$805K +$384 +11 +0%
KAS
136
Kestra Advisory Services
Texas
$802K -$1.05M -29,958 -56%
AA
137
Addison Advisors
Vermont
$758K +$195K +5,595 +33%
CWM
138
Cranbrook Wealth Management
Michigan
$746K +$6.81K +195 +0.9%
VFA
139
Valeo Financial Advisors
Indiana
$745K +$765K +21,905 New
T
140
TCWP
Ohio
$733K -$43.1K -1,233 -5%
MOS
141
MGO One Seven
Ohio
$733K +$753K +21,564 New
BF
142
Brooklyn FI
New York
$723K +$558K +15,994 +827%
CB
143
Commerce Bank
Missouri
$721K +$13.6K +390 +2%
TDWM
144
Topel & Distasi Wealth Management
California
$718K +$187K +5,343 +34%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$701K +$42.4K +1,215 +6%
TA
146
Trellis Advisors
Washington
$681K -$4.68K -134 -0.7%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$679K -$370K -10,589 -34%
Morgan Stanley
148
Morgan Stanley
New York
$675K +$12.7K +364 +2%
RJT
149
Raymond James Trust
Florida
$672K – – –
MWM
150
Modera Wealth Management
New Jersey
$661K +$19.6K +560 +3%
4 5
6
7 8

ESML Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $995M — up 1.1% from $984M a quarter earlier.

Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
  • Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.