iShares ESG Aware MSCI USA Small-Cap ETF
ESML
11 hedge funds and large institutions have $5.86M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.
641% more capital invested
Capital invested by funds: $791K → $5.86M (+$5.07M)
120% more funds holding
Funds holding: 5 → 11 (+6)
44.72% more ownership
Funds ownership: 7.26% → 51.98% (+45%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.52M | +$3.51M | +125,000 | New |
|
|
CTA
2
Chesley Taft & Associates
Chicago,
Illinois
| $479K | +$478K | +17,000 | New |
|
|
AI
3
Accredited Investors
Edina,
Minnesota
| $463K | +$77.4K | +2,753 | +20% |
|
|
PCA
4
Personal Capital Advisors
Redwood City,
California
| $306K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $286K | +$181K | +6,433 | +174% |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $248K | +$247K | +8,797 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $242K | +$222K | +7,885 | +1,126% |
|
|
RCS
8
Retirement Capital Strategies
San Jose,
California
| $216K | +$215K | +7,645 | New |
|
|
EA
9
Elm Advisors
Burlingame,
California
| $51K | +$51.2K | +1,820 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $31K | +$30.9K | +1,100 | New |
|
|
ADL
11
Asset Dedication LLC
San Francisco,
California
| $16K | +$12.1K | +430 | +303% |
|
ESML Hedge Fund Activity: Q3 2018 in Review
11 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2018, worth a combined $5.86M — up 641% from $791K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ESML positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $3.51M.
- 11 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2018, up from 5 in Q2 2018.
- Funds reported $5.86M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2018, up 641% quarter-over-quarter.
- 6 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2018 and 0 closed out, a net change of +6 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2018 was BlackRock, an estimated $3.51M added.
Based on aggregated 13F filings for Q3 2018.