iShares ESG Aware MSCI USA Small-Cap ETF
ESML
177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.
422% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 9
131% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 32
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more capital invested
Capital invested by funds: $274M → $381M (+$107M)
26% more funds holding
Funds holding: 141 → 177 (+36)
3% more ownership
Funds ownership: 70.73% → 73.73% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$5.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.26M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$3.14M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$2.91M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$3.91M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.22M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.07M |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$904K |
ESML Hedge Fund Activity: Q4 2020 in Review
177 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2020, worth a combined $381M — up 39% from $274M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ESML positions and 9 closed out — a net gain of 38 holders — while 74 added to existing stakes and 32 trimmed.
The largest buyer was F.L. Putnam Investment Management, adding an estimated $5.49M. The largest seller was Envestnet Asset Management, cutting an estimated $23M.
- 177 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2020, up from 141 in Q3 2020.
- Funds reported $381M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2020, up 39% quarter-over-quarter.
- 47 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2020 and 9 closed out, a net change of +38 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2020 was F.L. Putnam Investment Management, an estimated $5.49M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2020.