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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
VFA
151
Valeo Financial Advisors
Indiana
$839K -$49.6K -1,305 -6%
CFP
152
Cascade Financial Partners
California
$835K +$836K +21,962 New
ACA
153
Affinity Capital Advisors
California
$828K -$208K -5,456 -21%
PGA
154
Portland Global Advisors
Maine
$825K -$502K -13,185 -39%
RJA
155
Raymond James & Associates
Florida
$811K -$497K -13,073 -39%
DT
156
Diversified Trust
Tennessee
$803K – – –
PA
157
Planning Alternatives
Michigan
$784K +$3.5K +92 +0.5%
FWM
158
Fingerlakes Wealth Management
New York
$769K +$61K +1,604 +9%
ITB
159
Idaho Trust Bank
Idaho
$769K +$726K +19,095 New
AA
160
Aufman Associates
Pennsylvania
$762K +$71.5K +1,880 +11%
CGL
161
Clarius Group LLC
Washington
$751K +$76 +2 +0%
BFA
162
Bragg Financial Advisors
North Carolina
$739K +$36K +945 +5%
OCM
163
One Capital Management
California
$738K – – –
BSB
164
Bangor Savings Bank
Maine
$729K +$310K +8,137 +82%
Empower Advisory Group
165
Empower Advisory Group
Colorado
$728K -$76 -2 -0%
ODIJL
166
One Day In July LLC
Vermont
$721K +$16.2K +427 +2%
NCM
167
Northland Capital Management
Minnesota
$721K +$38.9K +1,023 +6%
TW
168
Towerpoint Wealth
California
$715K +$40.5K +1,065 +6%
RSWM
169
Robertson Stephens Wealth Management
California
$709K -$9.51K -250 -1%
Morgan Stanley
170
Morgan Stanley
New York
$705K -$608K -15,981 -48%
CAG
171
Curtis Advisory Group
California
$698K +$184K +4,837 +39%
TRCT
172
Tower Research Capital (TRC)
New York
$684K -$55.6K -1,462 -8%
RA
173
RFG Advisory
Alabama
$667K -$39.3K -1,034 -6%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$659K -$89.2K -2,345 -13%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$646K -$28.7K -755 -4%
5 6
7
8 9

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.