iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
7 hedge funds and large institutions have $5.3M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
45% more capital invested
Capital invested by funds: $3.67M → $5.3M (+$1.63M)
4.34% more ownership
Funds ownership: 89.04% → 93.38% (+4.3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$710K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$517K |
| 3 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$336K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$461K |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$3.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.29M | – | – | – |
|
|
FA
2
Financial Advisors
Andover,
Massachusetts
| $721K | +$710K | +31,751 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $525K | +$517K | +23,099 | New |
|
|
AG
4
Ascent Group
Virginia Beach,
Virginia
| $341K | +$336K | +15,011 | New |
|
|
PWM
5
Perigon Wealth Management
San Francisco,
California
| $242K | -$3.29K | -147 | -1% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $143K | +$140K | +6,276 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $38K | -$461K | -20,614 | -93% |
|
ESMV Hedge Fund Activity: Q4 2022 in Review
7 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q4 2022, worth a combined $5.3M — up 45% from $3.67M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ESMV positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Financial Advisors, opening a new position worth an estimated $710K. The largest seller was Tower Research Capital (TRC), cutting an estimated $461K.
- 7 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $5.3M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q4 2022, up 45% quarter-over-quarter.
- 4 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q4 2022 and 0 closed out, a net change of +4 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q4 2022 was Financial Advisors, an estimated $710K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q4 2022 was Tower Research Capital (TRC), an estimated $461K sold.
Based on aggregated 13F filings for Q4 2022.