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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

48% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 110

10% more capital invested

Capital invested by funds: $995M → $1.09B (+$94.8M)

3% more funds holding

Funds holding: 347 → 359 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.51% less ownership

Funds ownership: 75.77% → 75.26% (-0.51%)

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$9.17M
2
MWM
Modera Wealth Management
New Jersey
+$6.17M
3
LGWM
Litman Gregory Wealth Management
California
+$5.14M
4
SWP
Stratos Wealth Partners
Ohio
+$4.4M
5
Creative Planning
Creative Planning
Kansas
+$2.54M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$40.2M
2
Bank of America
Bank of America
North Carolina
-$4.12M
3
M&T Bank
M&T Bank
New York
-$2.39M
4
I
IMPACTfolio
Colorado
-$2.17M
5
PAG
Private Advisor Group
New Jersey
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$980K +$14.4K +424 +2%
WDL
127
Well Done LLC
Michigan
$966K – – –
WP
128
WealthSource Partners
California
$963K -$46.7K -1,381 -5%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$948K -$23.1K -681 -2%
NCM
130
Northland Capital Management
Minnesota
$937K -$44.3K -1,308 -5%
BCM
131
Brookstone Capital Management
Illinois
$907K -$9.51K -281 -1%
CWM
132
Congress Wealth Management
Massachusetts
$905K +$19K +562 +2%
DI
133
DFPG Investments
Utah
$897K -$57.5K -1,698 -7%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$897K -$4.37K -129 -0.5%
LRWA
135
Long Run Wealth Advisors
New York
$873K -$2.3K -68 -0.3%
SPIA
136
Steward Partners Investment Advisory
New York
$862K -$853K -25,206 -51%
DWT
137
Dorsey & Whitney Trust
South Dakota
$843K -$2.78K -82 -0.3%
HR
138
Hardy Reed
Mississippi
$842K – – –
DT
139
Diversified Trust
Tennessee
$842K -$113K -3,352 -12%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$829K +$132K +3,905 +20%
AA
141
Addison Advisors
Vermont
$827K +$32.5K +961 +4%
CWM
142
Cranbrook Wealth Management
Michigan
$814K +$32.7K +965 +4%
T
143
TCWP
Ohio
$804K +$36.3K +1,071 +5%
VFA
144
Valeo Financial Advisors
Indiana
$778K +$237 +7 +0%
TDWM
145
Topel & Distasi Wealth Management
California
$767K +$15.3K +451 +2%
RZH
146
Relyea Zuckerberg Hanson
Connecticut
$752K +$106K +3,144 +17%
CB
147
Commerce Bank
Missouri
$737K -$15.7K -465 -2%
TA
148
Trellis Advisors
Washington
$714K +$3.05K +90 +0.4%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$709K -$9.21K -272 -1%
RJT
150
Raymond James Trust
Florida
$702K – – –
4 5
6
7 8

ESML Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2023, worth a combined $1.09B — up 9.5% from $995M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESML positions and 24 closed out — a net gain of 16 holders — while 163 added to existing stakes and 110 trimmed.

The largest buyer was TIAA FSB, adding an estimated $9.17M. The largest seller was Summit Wealth Group, cutting an estimated $40.2M.

  • 359 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2023, up from 347 in Q1 2023.
  • Funds reported $1.09B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2023, up 9.5% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2023 and 24 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2023 was TIAA FSB, an estimated $9.17M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2023 was Summit Wealth Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q2 2023.