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iShares ESG Aware MSCI USA Small-Cap ETF

55 hedge funds and large institutions have $68.3M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,312% more capital inflows, than outflows

Capital inflows: $9.8M | Capital outflows: $692K

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

67.94% more ownership

Funds ownership: 360.6% → 428.54% (+68%)

22% more funds holding

Funds holding: 45 → 55 (+10)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

ESML Hedge Fund Activity: Q3 2019 in Review

55 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2019, worth a combined $68.3M — up 15% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ESML positions and 4 closed out — a net gain of 10 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.11M. The largest seller was Tower Research Capital (TRC), cutting an estimated $332K.

  • 55 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2019, up from 45 in Q2 2019.
  • Funds reported $68.3M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2019 and 4 closed out, a net change of +10 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2019 was Goldman Sachs, an estimated $2.11M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q3 2019 was Tower Research Capital (TRC), an estimated $332K sold.

Based on aggregated 13F filings for Q3 2019.