iShares ESG Aware MSCI USA Small-Cap ETF
ESML
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.
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
22% more funds holding
Funds holding: 45 → 55 (+10)
15% more capital invested
Capital invested by funds: $59.5M → $68.3M (+$8.8M)
12.9% less ownership
Funds ownership: 106.06% → 93.16% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$840K |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$819K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$332K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$121K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$79.2K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$75K |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$34.8K |
ESML Hedge Fund Activity: Q3 2019 in Review
55 of the 4,574 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.