iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
5 hedge funds and large institutions have $5.4M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
8.52% less ownership
Funds ownership: 70.2% → 61.67% (-8.5%)
16% less capital invested
Capital invested by funds: $6.42M → $5.4M (-$1.02M)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$87.6K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$209K |
| 3 |
FA
Financial Advisors
Andover,
Massachusetts
|
-$69.5K |
| 4 |
Morgan Stanley
New York
|
-$23 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.63M | – | – | – |
|
|
GCC
2
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $968K | +$87.6K | +3,698 | +11% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $742K | -$69.5K | -2,933 | -9% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $44.6K | -$1.36M | -57,268 | -97% |
|
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $18K | +$17.3K | +732 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$209K | -9,151 | Closed |
|
|
7
Morgan Stanley
New York
| – | -$23 | -1 | Closed |
|
ESMV Hedge Fund Activity: Q4 2023 in Review
5 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q4 2023, worth a combined $5.4M — down 16% from $6.42M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESMV and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Guardian Capital (Canada), adding an estimated $87.6K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.36M.
- 5 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q4 2023, down from 6 in Q3 2023.
- Funds reported $5.4M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q4 2023, down 16% quarter-over-quarter.
- 1 fund opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q4 2023 was Guardian Capital (Canada), an estimated $87.6K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q4 2023 was Tower Research Capital (TRC), an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2023.