iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
5 hedge funds and large institutions have $6.13M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
21% more capital invested
Capital invested by funds: $5.08M → $6.13M (+$1.05M)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2.18% less ownership
Funds ownership: 88.09% → 85.92% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$872K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$179K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.45M | – | – | – |
|
|
AG
2
Ascent Group
Virginia Beach,
Virginia
| $897K | +$872K | +37,553 | New |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $755K | – | – | – |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $668K | +$324K | +13,974 | +99% |
|
|
5
Citadel Advisors
Miami,
Florida
| $366K | -$179K | -7,731 | -33% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| – | -$145K | -6,276 | Closed |
|
ESMV Hedge Fund Activity: Q2 2023 in Review
5 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q2 2023, worth a combined $6.13M — up 21% from $5.08M a quarter earlier.
Fund positioning in ESMV was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Ascent Group, opening a new position worth an estimated $872K. The largest seller was Citadel Advisors, cutting an estimated $179K.
- 5 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $6.13M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q2 2023, up 21% quarter-over-quarter.
- 1 fund opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q2 2023 was Ascent Group, an estimated $872K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q2 2023 was Citadel Advisors, an estimated $179K sold.
Based on aggregated 13F filings for Q2 2023.