iShares ESG Aware MSCI USA Small-Cap ETF
ESML
347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 27 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
1% more capital invested
Capital invested by funds: $984M → $995M (+$11.3M)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
0.39% less ownership
Funds ownership: 76.16% → 75.77% (-0.39%)
3% less funds holding
Funds holding: 356 → 347 (-9)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
Top Sellers
ESML Hedge Fund Activity: Q1 2023 in Review
347 of the 6,275 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 $995M — up 1.1% from $984M a quarter earlier.
Fund positioning in ESML was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 143 added to existing stakes and 127 trimmed.
The largest buyer was Summit Wealth Group, adding an estimated $41.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.
- 347 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q1 2023, down from 356 in Q4 2022.
- Funds reported $995M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
- 27 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q1 2023 and 27 closed out, a net change of 0 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $41.4M 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.