iShares ESG Aware MSCI USA Small-Cap ETF
ESML
381 hedge funds and large institutions have $1.4B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
14% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 132
13% more capital invested
Capital invested by funds: $1.23B → $1.4B (+$162M)
3% more funds holding
Funds holding: 369 → 381 (+12)
0.84% less ownership
Funds ownership: 76.41% → 75.57% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$26.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.86M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$8.55M |
| 4 |
Betterment LLC
New York
|
+$4.66M |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.27M |
| 2 |
Goldman Sachs
New York
|
-$8.81M |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$5.18M |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$2.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.3M |
ESML Hedge Fund Activity: Q3 2024 in Review
381 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q3 2024, worth a combined $1.4B — up 13% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ESML positions and 17 closed out — a net gain of 16 holders — while 151 added to existing stakes and 132 trimmed.
The largest buyer was Wells Fargo, adding an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $9.27M.
- 381 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q3 2024, up from 369 in Q2 2024.
- Funds reported $1.4B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 33 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q3 2024 and 17 closed out, a net change of +16 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q3 2024 was Wells Fargo, an estimated $26.2M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q3 2024 was Fidelity Investments, an estimated $9.27M sold.
Based on aggregated 13F filings for Q3 2024.