We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

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: 361371 (+10)

1.05% more ownership

Funds ownership: 73.81%74.85% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
VCS
201
Vaughan & Co Securities
New Jersey
$470K
PAG
202
Private Advisor Group
New Jersey
$468K +$26.2K +688 +6%
MFA
203
McClarren Financial Advisors
Pennsylvania
$463K +$4.22K +111 +1%
OWA
204
One Wealth Advisors
California
$453K -$8.52K -224 -2%
DAS
205
Diversify Advisory Services
Utah
$444K +$425K +11,159 New
CWP
206
Concord Wealth Partners
Virginia
$438K -$107K -2,825 -21%
SFA
207
Sequoia Financial Advisors
Ohio
$438K -$1.48K -39 -0.4%
CCM
208
Coldstream Capital Management
Washington
$432K
NW
209
NewEdge Wealth
Pennsylvania
$432K -$387K -10,166 -47%
AAS
210
Avantax Advisory Services
Texas
$420K -$47.4K -1,246 -11%
RP
211
Riverwater Partners
Wisconsin
$419K +$1.75K +46 +0.4%
BOPW
212
Brandywine Oak Private Wealth
Pennsylvania
$417K +$8.1K +213 +2%
RWP
213
RWA Wealth Partners
Massachusetts
$415K -$39K -1,025 -9%
SWA
214
Sax Wealth Advisors
New Jersey
$414K +$10.3K +270 +3%
EWA
215
ERTS Wealth Advisors
Michigan
$401K +$418 +11 +0.1%
AT
216
American Trust
Kentucky
$397K +$26.1K +685 +7%
SWPG
217
Strategic Wealth Partners Group
Illinois
$384K -$9.17K -241 -2%
T
218
TrueFG
Texas
$379K -$3.2K -84 -0.9%
SAI
219
Savvy Advisors Inc
New York
$378K
BFP
220
Brewster Financial Planning
New York
$377K
ST
221
Spinnaker Trust
Maine
$375K -$6.54K -172 -2%
FFN
222
Focus Financial Network
Minnesota
$369K -$5.87M -154,322 -94%
1SB
223
1ST Source Bank
Indiana
$366K +$25.4K +668 +8%
JBA
224
Johnson Bixby & Associates
Washington
$365K -$152 -4 -0%
MAG
225
Mokosak Advisory Group
Iowa
$363K -$62.4K -1,639 -15%

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.