iShares ESG Aware MSCI USA Small-Cap ETF
ESML
346 hedge funds and large institutions have $1B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 27 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 127
2% more capital invested
Capital invested by funds: $984M → $1B (+$19.4M)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
2.21% less ownership
Funds ownership: 74.97% → 72.76% (-2.2%)
3% less funds holding
Funds holding: 356 → 346 (-10)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$4.98M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$4.33M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$3.93M |
| 4 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$2.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$6.41M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$4.95M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.19M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.97M |
ESML Hedge Fund Activity: Q1 2023 in Review
346 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q1 2023, worth a combined $1B — up 2% from $984M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ESML and 26 opened new positions — a net loss of 1 holder — while 127 trimmed existing stakes and 143 added.
The largest buyer was Focus Financial Network, opening a new position worth an estimated $4.98M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.
- 346 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
- Funds reported $1B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 2% quarter-over-quarter.
- 26 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of -1 holder.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Focus Financial Network, an estimated $4.98M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $22M sold.
Based on aggregated 13F filings for Q1 2023.