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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

323 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 31

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $814M → $1.02B (+$209M)

21% more funds holding

Funds holding: 266 → 323 (+57)

4.88% more ownership

Funds ownership: 73.56% → 78.43% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
323
Holders Change
+57
Holders Change %
+21.43%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.4M
2
Goldman Sachs
Goldman Sachs
New York
+$12.8M
3
Creative Planning
Creative Planning
Kansas
+$8.12M
4
UBS Group
UBS Group
Switzerland
+$6.76M
5
Truist Financial
Truist Financial
North Carolina
+$6.26M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
3
OMC
Old Mission Capital
Illinois
-$2.83M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
201
Bragg Financial Advisors
North Carolina
$389K – – –
BBA
202
BLB&B Advisors
Pennsylvania
$383K +$31.5K +778 +9%
AA
203
Aufman Associates
Pennsylvania
$382K +$384K +9,487 New
AG
204
Ascent Group
Virginia
$381K +$423K +10,447 New
BPA
205
Beacon Pointe Advisors
California
$375K +$377K +9,307 New
Cerity Partners
206
Cerity Partners
New York
$374K +$376K +9,288 New
ODIJL
207
One Day In July LLC
Vermont
$373K +$4.45K +110 +1%
SWA
208
Sax Wealth Advisors
New Jersey
$369K – – –
GWA
209
GGM Wealth Advisors
Maryland
$368K – – –
BSB
210
Bangor Savings Bank
Maine
$365K +$27.5K +679 +8%
FWM
211
Fingerlakes Wealth Management
New York
$356K +$353K +8,710 New
UB
212
UMB Bank
Missouri
$348K +$349K +8,624 New
Bank of New York Mellon
213
Bank of New York Mellon
New York
$347K +$118K +2,920 +51%
MWM
214
Modera Wealth Management
New Jersey
$347K +$348K +8,607 New
NA
215
NewEdge Advisors
Louisiana
$345K +$347K +8,562 New
CAMV
216
Concord Asset Management (Virginia)
Virginia
$345K +$346K +8,546 New
OWA
217
Opal Wealth Advisors
New York
$343K +$52.8K +1,305 +18%
TA
218
Trellis Advisors
Washington
$343K +$94.2K +2,327 +38%
FAAM
219
First Ascent Asset Management
Colorado
$340K +$342K +8,435 New
EGWAG
220
Elwood & Goetz Wealth Advisory Group
Georgia
$327K +$2.1K +52 +0.6%
OFG
221
Omega Financial Group
California
$325K +$111K +2,732 +51%
DAS
222
Dynamic Advisor Solutions
Arizona
$323K -$130K -3,223 -29%
SFO
223
Stokes Family Office
Louisiana
$317K – – –
CPIG
224
Chicago Partners Investment Group
Illinois
$315K – – –
RIG
225
Ramiah Investment Group
Wisconsin
$307K -$1.9K -47 -0.6%
7 8
9
10 11

ESML Hedge Fund Activity: Q4 2021 in Review

323 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2021, worth a combined $1.02B — up 26% from $814M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESML positions and 14 closed out — a net gain of 61 holders — while 177 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.4M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.

  • 323 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2021, up from 266 in Q3 2021.
  • Funds reported $1.02B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2021 and 14 closed out, a net change of +61 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $25.4M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.