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.
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
20% more funds holding
Funds holding: 5 → 6 (+1)
5% more capital invested
Capital invested by funds: $6.13M → $6.42M (+$287K)
15.72% less ownership
Funds ownership: 85.92% → 70.2% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$832K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$736K |
| 3 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$20.2K |
| 4 |
Morgan Stanley
New York
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$897K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.32M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.35M | +$736K | +30,975 | +110% |
|
|
GCC
3
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $800K | +$832K | +34,980 | New |
|
|
FA
4
Financial Advisors
Andover,
Massachusetts
| $746K | +$20.2K | +848 | +3% |
|
|
5
Citadel Advisors
Miami,
Florida
| $209K | -$148K | -6,217 | -40% |
|
|
6
Morgan Stanley
New York
| $23 | +$24 | +1 | New |
|
|
AG
7
Ascent Group
Virginia Beach,
Virginia
| – | -$897K | -37,553 | Closed |
|
ESMV Hedge Fund Activity: Q3 2023 in Review
6 of the 6,303 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.