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iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV

7 hedge funds and large institutions have $10.1M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,971% more capital inflows, than outflows

Capital inflows: $4.26M | Capital outflows: $105K

40% more funds holding

Funds holding: 5 → 7 (+2)

22.23% more ownership

Funds ownership: 61.67% → 83.9% (+22%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Perigon Wealth Management
Perigon Wealth Management
California
+$2.02M
2
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
+$1.23M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$701K
4
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
+$311K

Top Sellers

Rank Fund Capital Flow
1
FA
Financial Advisors
Massachusetts
-$100K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.6K

ESMV Hedge Fund Activity: Q1 2024 in Review

7 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q1 2024, worth a combined $10.1M — up 86% from $5.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESMV positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Perigon Wealth Management, opening a new position worth an estimated $2.02M. The largest seller was Financial Advisors, cutting an estimated $100K.

  • 7 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q1 2024, up from 5 in Q4 2023.
  • Funds reported $10.1M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q1 2024, up 86% quarter-over-quarter.
  • 2 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q1 2024 was Perigon Wealth Management, an estimated $2.02M added.
  • The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q1 2024 was Financial Advisors, an estimated $100K sold.

Based on aggregated 13F filings for Q1 2024.