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iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV

6 hedge funds and large institutions have $6.42M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

52% more capital inflows, than outflows

Capital inflows: $1.59M | Capital outflows: $1.04M

20% more funds holding

Funds holding: 5 → 6 (+1)

15.72% less ownership

Funds ownership: 85.92% → 70.2% (-16%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
+$832K
2
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
+$736K
3
FA
Financial Advisors
Massachusetts
+$20.2K
4
Morgan Stanley
Morgan Stanley
New York
+$24

Top Sellers

Rank Fund Capital Flow
1
Ascent Group
Ascent Group
Virginia
-$897K
2
Citadel Advisors
Citadel Advisors
Florida
-$148K

ESMV Hedge Fund Activity: Q3 2023 in Review

6 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q3 2023, worth a combined $6.42M — up 4.7% from $6.13M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESMV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Guardian Capital (Canada), opening a new position worth an estimated $832K. The largest seller was Ascent Group, exiting entirely with an estimated $897K sold.

  • 6 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q3 2023, up from 5 in Q2 2023.
  • Funds reported $6.42M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q3 2023, up 4.7% quarter-over-quarter.
  • 2 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
  • The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q3 2023 was Guardian Capital (Canada), an estimated $832K added.
  • The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q3 2023 was Ascent Group, an estimated $897K sold.

Based on aggregated 13F filings for Q3 2023.