iShares ESG Aware MSCI USA Small-Cap ETF
ESML
251 hedge funds and large institutions have $717M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.
429% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 28
292% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 12
27% more capital invested
Capital invested by funds: $565M → $717M (+$152M)
14% more funds holding
Funds holding: 220 → 251 (+31)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.07% less ownership
Funds ownership: 74.22% → 71.15% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.9M |
| 2 |
Goldman Sachs
New York
|
+$9.05M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$8.77M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$5.66M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$8.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.92M |
| 3 |
Vontobel Holding
Zurich,
Switzerland
|
-$2.19M |
| 4 |
PBT
Pictet Bank & Trust
Nassau,
Bahamas
|
-$1.93M |
| 5 |
TAS
TIFF Advisory Services
Radnor,
Pennsylvania
|
-$1.5M |
ESML Hedge Fund Activity: Q2 2021 in Review
251 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2021, worth a combined $717M — up 27% from $565M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ESML positions and 12 closed out — a net gain of 35 holders — while 148 added to existing stakes and 28 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $54.9M. The largest seller was Creative Planning, cutting an estimated $8.91M.
- 251 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2021, up from 220 in Q1 2021.
- Funds reported $717M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2021, up 27% quarter-over-quarter.
- 47 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2021 and 12 closed out, a net change of +35 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $54.9M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2021 was Creative Planning, an estimated $8.91M sold.
Based on aggregated 13F filings for Q2 2021.