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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

22 hedge funds and large institutions have $7.47M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

103% more capital inflows, than outflows

Capital inflows: $5.93M | Capital outflows: $2.92M

100% more funds holding

Funds holding: 11 → 22 (+11)

13.98% more ownership

Funds ownership: 51.98% → 65.96% (+14%)

Holders
22
Holders Change
+11
Holders Change %
+100%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
+$1.52M
2
Bailard
Bailard
California
+$1.2M
3
Goldman Sachs
Goldman Sachs
New York
+$988K
4
Trillium Asset Management
Trillium Asset Management
Massachusetts
+$415K
5
Brinker Capital
Brinker Capital
Pennsylvania
+$394K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.39M
2
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
-$479K
3
EA
Elm Advisors
California
-$51K

ESML Hedge Fund Activity: Q4 2018 in Review

22 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2018, worth a combined $7.47M — up 27% from $5.86M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ESML positions and 2 closed out — a net gain of 11 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.52M. The largest seller was BlackRock, cutting an estimated $2.39M.

  • 22 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2018, up from 11 in Q3 2018.
  • Funds reported $7.47M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2018, up 27% quarter-over-quarter.
  • 13 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2018 and 2 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2018 was Tower Research Capital (TRC), an estimated $1.52M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2018 was BlackRock, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2018.