iShares ESG Aware MSCI USA Small-Cap ETF
ESML
322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 157 increasing their positions, 102 reducing their positions, and 36 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 102
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2.39% more ownership
Funds ownership: 82.95% → 85.35% (+2.4%)
3% less funds holding
Funds holding: 332 → 322 (-10)
15% less capital invested
Capital invested by funds: $1.02B → $871M (-$149M)
25% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$25.9M |
| 2 |
Goldman Sachs
New York
|
+$5.75M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$5.1M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$5.06M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.72M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$4.51M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.5M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.64M |
ESML Hedge Fund Activity: Q2 2022 in Review
322 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2022, worth a combined $871M — down 15% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ESML and 27 opened new positions — a net loss of 9 holders — while 102 trimmed existing stakes and 157 added.
The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Envestnet Asset Management, cutting an estimated $12.9M.
- 322 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2022, down from 332 in Q1 2022.
- Funds reported $871M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2022 and 36 closed out, a net change of -9 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2022 was TIAA FSB, an estimated $25.9M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q2 2022.