iShares ESG Aware MSCI USA Small-Cap ETF
ESML
405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.
132% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 22
12% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 139
6% more funds holding
Funds holding: 381 → 405 (+24)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $1.4B → $1.39B (-$10.4M)
1.93% less ownership
Funds ownership: 75.57% → 73.64% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$4.81M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.53M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$3.02M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.05M |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$28.4M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$3.81M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$3.21M |
| 4 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$2.76M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.12M |
ESML Hedge Fund Activity: Q4 2024 in Review
405 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q4 2024, worth a combined $1.39B — down 0.75% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new ESML positions and 22 closed out — a net gain of 29 holders — while 156 added to existing stakes and 139 trimmed.
The largest buyer was Betterment LLC, adding an estimated $4.81M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.4M.
- 405 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q4 2024, up from 381 in Q3 2024.
- Funds reported $1.39B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q4 2024, down 0.75% quarter-over-quarter.
- 51 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q4 2024 and 22 closed out, a net change of +29 holders.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q4 2024 was Betterment LLC, an estimated $4.81M added.
- The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q4 2024 was F.L. Putnam Investment Management, an estimated $28.4M sold.
Based on aggregated 13F filings for Q4 2024.