iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
5 hedge funds and large institutions have $5.08M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
4% less capital invested
Capital invested by funds: $5.3M → $5.08M (-$224K)
5.29% less ownership
Funds ownership: 93.38% → 88.09% (-5.3%)
29% less funds holding
Funds holding: 7 → 5 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$341K |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.35M | – | – | – |
|
|
FA
2
Financial Advisors
Andover,
Massachusetts
| $732K | – | – | – |
|
3
Citadel Advisors
Miami,
Florida
| $533K | – | – | – |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $325K | +$284K | +12,441 | +749% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $145K | – | – | – |
|
|
AG
6
Ascent Group
Virginia Beach,
Virginia
| – | -$341K | -15,011 | Closed |
|
|
PWM
7
Perigon Wealth Management
San Francisco,
California
| – | -$242K | -10,665 | Closed |
|
ESMV Hedge Fund Activity: Q1 2023 in Review
5 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q1 2023, worth a combined $5.08M — down 4.2% from $5.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESMV and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $284K. The largest seller was Ascent Group, exiting entirely with an estimated $341K sold.
- 5 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $5.08M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q1 2023, down 4.2% quarter-over-quarter.
- 0 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q1 2023 and 2 closed out, a net change of -2 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q1 2023 was Tower Research Capital (TRC), an estimated $284K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q1 2023 was Ascent Group, an estimated $341K sold.
Based on aggregated 13F filings for Q1 2023.