iShares ESG Aware MSCI USA Small-Cap ETF
ESML
358 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 109 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
50% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 109
9% more capital invested
Capital invested by funds: $1B → $1.09B (+$86.7M)
3% more funds holding
Funds holding: 346 → 358 (+12)
2.49% more ownership
Funds ownership: 72.76% → 75.25% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$9.17M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$6.17M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$5.14M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.4M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.12M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$2.39M |
| 3 |
I
IMPACTfolio
Denver,
Colorado
|
-$2.17M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.54M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.28M |
ESML Hedge Fund Activity: Q2 2023 in Review
358 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2023, worth a combined $1.09B — up 8.6% from $1B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ESML positions and 24 closed out — a net gain of 16 holders — while 163 added to existing stakes and 109 trimmed.
The largest buyer was TIAA FSB, adding an estimated $9.17M. The largest seller was Bank of America, cutting an estimated $4.12M.
- 358 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2023, up from 346 in Q1 2023.
- Funds reported $1.09B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2023, up 8.6% quarter-over-quarter.
- 40 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2023 and 24 closed out, a net change of +16 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2023 was TIAA FSB, an estimated $9.17M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2023 was Bank of America, an estimated $4.12M sold.
Based on aggregated 13F filings for Q2 2023.