iShares ESG Aware MSCI USA Small-Cap ETF
ESML
45 hedge funds and large institutions have $59.5M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 2
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
50% more funds holding
Funds holding: 30 → 45 (+15)
23% more capital invested
Capital invested by funds: $48.2M → $59.5M (+$11.3M)
33.65% less ownership
Funds ownership: 139.71% → 106.06% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$2.37M |
| 2 |
PBT
Pictet Bank & Trust
Nassau,
Bahamas
|
+$1.86M |
| 3 |
Goldman Sachs
New York
|
+$1.26M |
| 4 |
AI
Accredited Investors
Edina,
Minnesota
|
+$1.01M |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$417K |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$297K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.8K |
| 4 |
IFAM
Institutional & Family Asset Management
Fort Collins,
Colorado
|
-$160 |
ESML Hedge Fund Activity: Q2 2019 in Review
45 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2019, worth a combined $59.5M — up 23% from $48.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ESML positions and 2 closed out — a net gain of 15 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was Creative Planning, adding an estimated $2.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $417K sold.
- 45 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2019, up from 30 in Q1 2019.
- Funds reported $59.5M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2019, up 23% quarter-over-quarter.
- 17 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2019 and 2 closed out, a net change of +15 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2019 was Creative Planning, an estimated $2.37M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2019 was Citadel Advisors, an estimated $417K sold.
Based on aggregated 13F filings for Q2 2019.