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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
ECM
201
Evergreen Capital Management
Washington
$430K -$508 -15 -0.1%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$430K +$24K +709 +6%
BBA
203
BLB&B Advisors
Pennsylvania
$424K +$95.2K +2,813 +31%
HWMG
204
Hurlow Wealth Management Group
Indiana
$417K +$2.03K +60 +0.5%
VCS
205
Vaughan & Co Securities
New Jersey
$415K – – –
TFO
206
Tarbox Family Office
California
$414K +$474 +14 +0.1%
RIG
207
Ramiah Investment Group
Wisconsin
$412K +$43.7K +1,292 +13%
PAG
208
Private Advisor Group
New Jersey
$410K -$1.54M -45,369 -80%
BF
209
Brooklyn FI
New York
$402K -$223K -6,602 -37%
CA
210
Cetera Advisors
Colorado
$401K +$26.9K +796 +8%
TRCT
211
Tower Research Capital (TRC)
New York
$392K -$445K -13,151 -54%
BPA
212
Beacon Pointe Advisors
California
$391K -$563K -16,636 -60%
FCM
213
Fortis Capital Management
Washington
$390K -$41.3K -1,219 -10%
RIA
214
Regal Investment Advisors
Michigan
$385K +$8.06K +238 +2%
BSB
215
Bangor Savings Bank
Maine
$382K -$14.9K -439 -4%
CCM
216
Coldstream Capital Management
Washington
$381K – – –
WIA
217
World Investment Advisors
California
$377K -$14.6K -432 -4%
OIA
218
OneDigital Investment Advisors
Kansas
$376K +$37.5K +1,107 +12%
MAG
219
Mokosak Advisory Group
Iowa
$370K +$1.12K +33 +0.3%
B
220
Bridgeworth
Alabama
$368K +$62.1K +1,834 +22%
SWA
221
Sax Wealth Advisors
New Jersey
$361K – – –
BOPW
222
Brandywine Oak Private Wealth
Pennsylvania
$359K +$51.6K +1,524 +18%
OWA
223
Opal Wealth Advisors
New York
$356K +$4.74K +140 +1%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$356K -$20.7K -611 -6%
EWA
225
ERTS Wealth Advisors
Michigan
$344K +$13.1K +387 +4%
7 8
9
10 11

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.