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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
AIM
176
Acropolis Investment Management
Missouri
$628K -$3.42K -90 -0.6%
CW
177
Cook Wealth
North Carolina
$627K +$156K +4,096 +33%
BDFN
178
Bond & Devick Financial Network
Minnesota
$621K +$1.45K +38 +0.2%
SFP
179
Shepherd Financial Partners
Massachusetts
$612K +$5.4K +142 +0.9%
MBT
180
Montecito Bank & Trust
California
$605K -$45.7K -1,200 -7%
WDL
181
Well Done LLC
Michigan
$604K -$464K -12,200 -45%
SFG
182
SNS Financial Group
Minnesota
$603K -$26.3K -691 -4%
RRA
183
Round Rock Advisors
Connecticut
$596K -$60.9K -1,600 -10%
RIG
184
Ramiah Investment Group
Wisconsin
$594K +$71.9K +1,891 +15%
BPA
185
Beacon Pointe Advisors
California
$574K +$140K +3,683 +35%
FCM
186
Fortis Capital Management
Washington
$564K +$1.9K +50 +0.4%
GDP
187
Great Diamond Partners
Maine
$563K -$1.29K -34 -0.2%
AIP
188
Ameritas Investment Partners
Nebraska
$558K -$4.15K -109 -0.8%
BWP
189
BSW Wealth Partners
Colorado
$555K +$52K +1,367 +11%
ECM
190
Evergreen Capital Management
Washington
$543K -$23.3K -613 -4%
OWM
191
Opes Wealth Management
California
$537K +$1.6K +42 +0.3%
HWMG
192
Hurlow Wealth Management Group
Indiana
$525K – – –
BSWM
193
Boston Standard Wealth Management
Massachusetts
$525K +$14.7K +386 +3%
GWM
194
Grand Wealth Management
Michigan
$520K +$152 +4 +0%
T
195
TCWP
Ohio
$515K -$38 -1 -0%
MOS
196
MGO One Seven
Ohio
$515K – – –
JFA
197
JNBA Financial Advisors
Minnesota
$515K -$29.1K -764 -6%
ML
198
Mayport LLC
Massachusetts
$505K – – –
PFA
199
Pathway Financial Advisors
Vermont
$494K – – –
FF
200
Friedenthal Financial
New Jersey
$476K – – –
6 7
8
9 10

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.