iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
3 hedge funds and large institutions have $3.67M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
2.73% less ownership
Funds ownership: 91.77% → 89.04% (-2.7%)
8% less capital invested
Capital invested by funds: $4.01M → $3.67M (-$340K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$255K |
| 2 |
BlackRock
New York
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.99M | -$113K | -5,000 | -3% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $459K | -$255K | -11,272 | -34% |
|
|
PWM
3
Perigon Wealth Management
San Francisco,
California
| $223K | +$244K | +10,812 | New |
|
ESMV Hedge Fund Activity: Q3 2022 in Review
3 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q3 2022, worth a combined $3.67M — down 8.5% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new ESMV positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Perigon Wealth Management, opening a new position worth an estimated $244K. The largest seller was Tower Research Capital (TRC), cutting an estimated $255K.
- 3 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q3 2022, up from 2 in Q2 2022.
- Funds reported $3.67M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q3 2022, down 8.5% quarter-over-quarter.
- 1 fund opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q3 2022 was Perigon Wealth Management, an estimated $244K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q3 2022 was Tower Research Capital (TRC), an estimated $255K sold.
Based on aggregated 13F filings for Q3 2022.