iShares ESG Aware MSCI USA Small-Cap ETF
ESML
266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.
537% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 27
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $717M → $814M (+$97.2M)
6% more funds holding
Funds holding: 251 → 266 (+15)
2.4% more ownership
Funds ownership: 71.15% → 73.56% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.6M |
| 2 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$25.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$16.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$5.56M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$2.32M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$1.4M |
| 3 |
Jane Street
New York
|
-$1.25M |
| 4 |
Vontobel Holding
Zurich,
Switzerland
|
-$1.19M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
ESML Hedge Fund Activity: Q3 2021 in Review
266 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2021, worth a combined $814M — up 14% from $717M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ESML positions and 10 closed out — a net gain of 18 holders — while 172 added to existing stakes and 27 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $36.6M. The largest seller was FundX Investment Group, exiting entirely with an estimated $2.32M sold.
- 266 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2021, up from 251 in Q2 2021.
- Funds reported $814M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2021, up 14% quarter-over-quarter.
- 28 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2021 and 10 closed out, a net change of +18 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $36.6M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q3 2021 was FundX Investment Group, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2021.