iShares ESG Aware MSCI USA Small-Cap ETF
ESML
355 hedge funds and large institutions have $968M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 134 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
1% less funds holding
Funds holding: 358 → 355 (-3)
4% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 134
1.94% less ownership
Funds ownership: 75.25% → 73.3% (-1.9%)
11% less capital invested
Capital invested by funds: $1.09B → $968M (-$122M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$4.78M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.48M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$2.85M |
| 4 |
I
IMPACTfolio
Denver,
Colorado
|
+$2.32M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$3.99M |
| 4 |
JP Morgan Chase
New York
|
-$3.36M |
| 5 |
Goldman Sachs
New York
|
-$3.07M |
ESML Hedge Fund Activity: Q3 2023 in Review
355 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2023, worth a combined $968M — down 11% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ESML positions and 23 closed out — a net gain of 5 holders — while 129 added to existing stakes and 134 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $4.78M. The largest seller was Envestnet Asset Management, cutting an estimated $69.4M.
- 355 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2023, down from 358 in Q2 2023.
- Funds reported $968M of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 28 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2023 and 23 closed out, a net change of +5 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $4.78M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $69.4M sold.
Based on aggregated 13F filings for Q3 2023.