iShares ESG Aware MSCI USA Small-Cap ETF
ESML
329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.
187% more capital inflows, than outflows
Capital inflows: $70.8M | Capital outflows: $24.7M
140% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 75
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
4.14% more ownership
Funds ownership: 85.35% → 89.49% (+4.1%)
2% more funds holding
Funds holding: 322 → 329 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$4.97M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.64M |
| 3 |
TIAA FSB
Jacksonville,
Florida
|
+$3.52M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$3.43M |
| 5 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citizens Financial Group
Providence,
Rhode Island
|
-$5.56M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$2.33M |
| 3 |
RWA Wealth Partners
Newton,
Massachusetts
|
-$2.12M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.92M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.47M |
ESML Hedge Fund Activity: Q3 2022 in Review
329 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2022, worth a combined $889M — up 2.1% from $871M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ESML positions and 20 closed out — a net gain of 10 holders — while 180 added to existing stakes and 75 trimmed.
The largest buyer was F.L. Putnam Investment Management, adding an estimated $4.97M. The largest seller was Citizens Financial Group, cutting an estimated $5.56M.
- 329 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2022, up from 322 in Q2 2022.
- Funds reported $889M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2022, up 2.1% quarter-over-quarter.
- 30 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2022 and 20 closed out, a net change of +10 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2022 was F.L. Putnam Investment Management, an estimated $4.97M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q3 2022 was Citizens Financial Group, an estimated $5.56M sold.
Based on aggregated 13F filings for Q3 2022.