iShares ESG Aware MSCI USA Small-Cap ETF
ESML
30 hedge funds and large institutions have $48.2M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.
1,765% more capital inflows, than outflows
Capital inflows: $29M | Capital outflows: $1.56M
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
213.46% more ownership
Funds ownership: 65.96% → 279.42% (+213%)
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
36% more funds holding
Funds holding: 22 → 30 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.62M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$1.44M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1M |
| 5 |
Goldman Sachs
New York
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$596K |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$374K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$361K |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$201K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$17K |
ESML Hedge Fund Activity: Q1 2019 in Review
30 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2019, worth a combined $48.2M — up 545% from $7.47M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ESML positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $20.4M. The largest seller was Tower Research Capital (TRC), cutting an estimated $596K.
- 30 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2019, up from 22 in Q4 2018.
- Funds reported $48.2M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2019, up 545% quarter-over-quarter.
- 12 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2019 and 4 closed out, a net change of +8 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $20.4M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2019 was Tower Research Capital (TRC), an estimated $596K sold.
Based on aggregated 13F filings for Q1 2019.