iShares ESG Aware MSCI USA Small-Cap ETF
ESML
369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 129
1.56% more ownership
Funds ownership: 74.85% → 76.41% (+1.6%)
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
1% more capital invested
Capital invested by funds: $1.22B → $1.23B (+$11.3M)
1% less funds holding
Funds holding: 371 → 369 (-2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$34.8M |
| 2 |
BlackRock
New York
|
+$17.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$15M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$11.3M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.48M |
| 2 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$4.16M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$3.83M |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$3.35M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$2.54M |
ESML Hedge Fund Activity: Q2 2024 in Review
369 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2024, worth a combined $1.23B — up 0.92% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ESML positions and 24 closed out — a net gain of 1 holder — while 163 added to existing stakes and 129 trimmed.
The largest buyer was Betterment LLC, adding an estimated $34.8M. The largest seller was Goldman Sachs, cutting an estimated $4.48M.
- 369 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2024, down from 371 in Q1 2024.
- Funds reported $1.23B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2024, up 0.92% quarter-over-quarter.
- 25 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2024 and 24 closed out, a net change of +1 holder.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2024 was Betterment LLC, an estimated $34.8M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2024 was Goldman Sachs, an estimated $4.48M sold.
Based on aggregated 13F filings for Q2 2024.