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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

220 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

48% more capital invested

Capital invested by funds: $381M → $565M (+$183M)

24% more funds holding

Funds holding: 177 → 220 (+43)

0.5% more ownership

Funds ownership: 73.73% → 74.22% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
220
Holders Change
+43
Holders Change %
+24.29%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
105
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49M
2
Northern Trust
Northern Trust
Illinois
+$9.02M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$7.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.83M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.64M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.62M
2
Vontobel Holding
Vontobel Holding
Switzerland
-$1.88M
3
HGWM
Harvest Group Wealth Management
Massachusetts
-$818K
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$506K
5
FI
FormulaFolio Investments
Michigan
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$117K +$188 +5 +0.2%
HWMA
177
Heritage Wealth Management (Arizona)
Arizona
$113K +$111K +2,941 New
SWG
178
Summit Wealth Group
Vermont
$112K +$109K +2,900 New
BCPWM
179
Bradley & Co Private Wealth Management
Florida
$108K +$106K +2,801 New
AWA
180
Arkadios Wealth Advisors
Georgia
$105K +$96.8K +2,570 +1,512%
AIM
181
Acropolis Investment Management
Missouri
$105K +$102K +2,720 New
FI
182
FormulaFolio Investments
Michigan
$104K -$440K -11,682 -82%
IA
183
IFP Advisors
Florida
$97K -$11.7K -311 -11%
MFA
184
McClarren Financial Advisors
Pennsylvania
$94K +$264 +7 +0.3%
PP
185
PrairieView Partners
Minnesota
$90K – – –
EI
186
Ellevest Inc
New York
$88K – – –
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$88K +$86.1K +2,285 New
GIA
188
Goodwin Investment Advisory
Georgia
$86K +$54.8K +1,455 +180%
WCM
189
Wealthcare Capital Management
Virginia
$76K +$74.3K +1,973 New
BWM
190
BerganKDV Wealth Management
Minnesota
$58K +$56.5K +1,500 New
CAL
191
Capital Analysts LLC
Pennsylvania
$56K +$21.3K +565 +63%
Morgan Stanley
192
Morgan Stanley
New York
$46K -$2.26K -60 -5%
PCG
193
Private Capital Group
Connecticut
$46K +$13.8K +367 +45%
FCM
194
Firestone Capital Management
Florida
$46K +$14.6K +387 +47%
HI
195
Harbour Investments
Wisconsin
$42K +$40.9K +1,086 New
FHA
196
First Horizon Advisors
Tennessee
$42K +$42K +1,115 New
HPC
197
HM Payson & Co
Maine
$39K – – –
WP
198
WealthShield Partners
North Carolina
$37K +$36.5K +968 New
TIM
199
Tortoise Investment Management
New York
$30K +$29.2K +775 New
4FG
200
4Thought Financial Group
New York
$25K +$24.5K +649 New
6 7
8
9 10

ESML Hedge Fund Activity: Q1 2021 in Review

220 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2021, worth a combined $565M — up 48% from $381M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ESML positions and 7 closed out — a net gain of 46 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.62M sold.

  • 220 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2021, up from 177 in Q4 2020.
  • Funds reported $565M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2021 and 7 closed out, a net change of +46 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $49M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2021 was Susquehanna International Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2021.