iShares ESG Aware MSCI USA Small-Cap ETF
ESML
82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 2
386% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 7
60% more capital invested
Capital invested by funds: $68.3M → $109M (+$41.1M)
49% more funds holding
Funds holding: 55 → 82 (+27)
4.41% less ownership
Funds ownership: 93.16% → 88.75% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.09M |
| 2 |
Goldman Sachs
New York
|
+$4.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.89M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$3.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$605K |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$106K |
| 3 |
MM
Main Management
San Francisco,
California
|
-$63.2K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$13.8K |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$9.54K |
ESML Hedge Fund Activity: Q4 2019 in Review
82 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2019, worth a combined $109M — up 60% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ESML positions and 2 closed out — a net gain of 28 holders — while 34 added to existing stakes and 7 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.09M. The largest seller was Fiduciary Trust International of Pennsylvania, exiting entirely with an estimated $605K sold.
- 82 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2019, up from 55 in Q3 2019.
- Funds reported $109M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2019, up 60% quarter-over-quarter.
- 30 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2019 and 2 closed out, a net change of +28 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $6.09M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2019 was Fiduciary Trust International of Pennsylvania, an estimated $605K sold.
Based on aggregated 13F filings for Q4 2019.