iShares ESG Aware MSCI USA Small-Cap ETF
ESML
356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 17 closing their positions.
194% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 17
26% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 117
11% more capital invested
Capital invested by funds: $889M → $984M (+$94.4M)
8% more funds holding
Funds holding: 329 → 356 (+27)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14.52% less ownership
Funds ownership: 89.49% → 74.97% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$16M |
| 2 |
Betterment LLC
New York
|
+$10M |
| 3 |
JP Morgan Chase
New York
|
+$7.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$6.45M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.8M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.29M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$4.14M |
| 4 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
-$4.03M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.19M |
ESML Hedge Fund Activity: Q4 2022 in Review
356 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2022, worth a combined $984M — up 11% from $889M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ESML positions and 17 closed out — a net gain of 33 holders — while 148 added to existing stakes and 117 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $14.8M.
- 356 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2022, up from 329 in Q3 2022.
- Funds reported $984M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 50 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2022 and 17 closed out, a net change of +33 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $16M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2022.