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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
AA
176
Aufman Associates
Pennsylvania
$558K +$18.8K +554 +4%
MPW
177
MA Private Wealth
California
$546K +$1.15K +34 +0.2%
AIM
178
Acropolis Investment Management
Missouri
$539K +$12.2K +360 +2%
SFG
179
SNS Financial Group
Minnesota
$527K -$40.6K -1,198 -7%
SW
180
SVB Wealth
Massachusetts
$522K -$1.49K -44 -0.3%
SFP
181
Shepherd Financial Partners
Massachusetts
$520K -$8.9K -263 -2%
Morgan Stanley
182
Morgan Stanley
New York
$517K -$180K -5,321 -27%
AIP
183
Ameritas Investment Partners
Nebraska
$514K +$17.6K +520 +4%
RP
184
Riverwater Partners
Wisconsin
$492K +$812 +24 +0.2%
GDP
185
Great Diamond Partners
Maine
$492K +$469K +13,848 New
CAMV
186
Concord Asset Management (Virginia)
Virginia
$488K +$18.6K +548 +4%
VFO
187
Virtus Family Office
Texas
$472K +$450K +13,289 New
BSWM
188
Boston Standard Wealth Management
Massachusetts
$471K +$17K +502 +4%
JFA
189
JNBA Financial Advisors
Minnesota
$470K +$12.7K +376 +3%
WA
190
Wealth Alliance
New York
$464K -$3.55K -105 -0.8%
SFS
191
Sowell Financial Services
Arkansas
$455K +$434K +12,819 New
AWM
192
AE Wealth Management
Kansas
$455K +$18.5K +546 +4%
TW
193
Towerpoint Wealth
California
$450K +$159K +4,685 +59%
GWM
194
Grand Wealth Management
Michigan
$439K +$62.2K +1,836 +17%
BFP
195
Brewster Financial Planning
New York
$437K +$209K +6,180 +101%
PFA
196
Pathway Financial Advisors
Vermont
$436K – – –
BWP
197
BSW Wealth Partners
Colorado
$435K +$4.6K +136 +1%
MGIA
198
Moneta Group Investment Advisors
Missouri
$432K +$412K +12,162 New
FANJ
199
Financial Architects (New Jersey)
New Jersey
$430K -$21.9K -648 -5%
FHA
200
First Horizon Advisors
Tennessee
$430K +$8.19K +242 +2%
6 7
8
9 10

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.