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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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$661K +$66.2K +1,896 +11%
PA
152
Planning Alternatives
Michigan
$647K – – –
CA
153
CGN Advisors
Kansas
$646K -$8.35K -239 -1%
AP
154
Adero Partners
California
$637K -$3.83M -109,770 -85%
RA
155
RFG Advisory
Alabama
$636K +$5.87K +168 +0.9%
AWM
156
Axxcess Wealth Management
California
$635K -$68.8K -1,969 -10%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$633K +$649K +18,598 New
RZH
158
Relyea Zuckerberg Hanson
Connecticut
$613K +$130K +3,718 +26%
OCM
159
One Capital Management
California
$612K +$49.2K +1,410 +9%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$602K +$4.89K +140 +0.8%
CGL
161
Clarius Group LLC
Washington
$594K +$43.1K +1,235 +8%
PHIC
162
Pine Haven Investment Counsel
Massachusetts
$592K +$32K +915 +6%
CWP
163
Concord Wealth Partners
Virginia
$591K -$62.1K -1,779 -9%
FWM
164
Fingerlakes Wealth Management
New York
$582K +$90.3K +2,585 +18%
AAS
165
Avantax Advisory Services
Texas
$567K +$99.8K +2,857 +21%
EPP
166
ETF Portfolio Partners
Kansas
$562K +$2.55K +73 +0.4%
RRA
167
Round Rock Advisors
Connecticut
$555K – – –
MBT
168
Montecito Bank & Trust
California
$551K – – –
SFG
169
SNS Financial Group
Minnesota
$545K -$81.5K -2,333 -13%
WCFA
170
Walkner Condon Financial Advisors
Wisconsin
$537K -$9.32K -267 -2%
BDFN
171
Bond & Devick Financial Network
Minnesota
$537K +$908 +26 +0.2%
CPIG
172
Chicago Partners Investment Group
Illinois
$529K +$105K +2,993 +24%
APW
173
Austin Private Wealth
Texas
$527K -$121K -3,457 -18%
BFA
174
Bragg Financial Advisors
North Carolina
$524K +$12.7K +364 +2%
MPW
175
MA Private Wealth
California
$521K +$153K +4,369 +40%
5 6
7
8 9

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.