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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

371 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 161 increasing their positions, 115 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

40% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$151M)

3% more funds holding

Funds holding: 361 → 371 (+10)

1.05% more ownership

Funds ownership: 73.81% → 74.85% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
371
Holders Change
+10
Holders Change %
+2.77%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
161
Reduced
115
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$11M
3
HPC
HM Payson & Co
Maine
+$6.64M
4
M&T Bank
M&T Bank
New York
+$4.43M
5
KF
Krilogy Financial
Missouri
+$4.05M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$5.87M
2
MIS
Morningstar Investment Services
Illinois
-$4.41M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.07M
5
FGAM
Financial Gravity Asset Management
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M -$76.2K -2,002 -7%
KAS
127
Kestra Advisory Services
Texas
$1.05M +$112K +2,951 +13%
HR
128
Hardy Reed
Mississippi
$1.03M – – –
PS
129
Portfolio Strategies
New York
$1.03M +$970K +25,510 New
PA
130
Parallel Advisors
California
$1.02M +$17.4K +457 +2%
RJT
131
Raymond James Trust
Florida
$1.02M – – –
CA
132
Cetera Advisors
Colorado
$1.02M +$962K +25,288 New
NA
133
NewEdge Advisors
Louisiana
$995K +$218K +5,726 +30%
MML Investors Services
134
MML Investors Services
Massachusetts
$985K -$132K -3,459 -12%
GC
135
Grimes & Company
Massachusetts
$978K +$218K +5,723 +31%
CWM
136
Cranbrook Wealth Management
Michigan
$966K +$16K +420 +2%
TDWM
137
Topel & Distasi Wealth Management
California
$957K +$35K +919 +4%
PBF
138
Petix & Botte Financial
California
$957K +$904K +23,767 New
DWT
139
Dorsey & Whitney Trust
South Dakota
$915K +$76.1K +2,000 +10%
LRWA
140
Long Run Wealth Advisors
New York
$912K -$18.3K -481 -2%
BCM
141
Brookstone Capital Management
Illinois
$906K -$37.1K -975 -4%
WAM
142
WNY Asset Management
New York
$902K +$31.2K +820 +4%
IWC
143
Integrated Wealth Concepts
Massachusetts
$898K -$91.5K -2,404 -10%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$881K +$153K +4,018 +22%
CB
145
Commerce Bank
Missouri
$874K -$67K -1,760 -8%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$866K +$11.8K +311 +1%
AGWCA
147
Annis Gardner Whiting Capital Advisors
Florida
$863K +$146K +3,837 +22%
PHIC
148
Pine Haven Investment Counsel
Massachusetts
$860K +$23.5K +618 +3%
BCI
149
Brinker Capital Investments
Pennsylvania
$859K -$1.03K -27 -0.1%
OPS
150
Orion Portfolio Solutions
Nebraska
$859K -$1.03K -27 -0.1%
4 5
6
7 8

ESML Hedge Fund Activity: Q1 2024 in Review

371 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2024, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ESML positions and 18 closed out — a net gain of 17 holders — while 161 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $53M. The largest seller was Focus Financial Network, cutting an estimated $5.87M.

  • 371 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2024, up from 361 in Q4 2023.
  • Funds reported $1.22B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2024 and 18 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $53M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2024 was Focus Financial Network, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2024.