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.
86% more capital invested
Capital invested by funds: $5.4M → $10.1M (+$4.65M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$2.02M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$701K |
| 4 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Financial Advisors
Andover,
Massachusetts
|
-$100K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.86M | – | – | – |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $2.09M | +$2.02M | +78,545 | New |
|
|
GCC
3
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $1.35M | +$311K | +12,120 | +31% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1.32M | +$1.23M | +47,830 | +2,684% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $726K | +$701K | +27,268 | New |
|
|
FA
6
Financial Advisors
Andover,
Massachusetts
| $686K | -$100K | -3,893 | -13% |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | -$4.6K | -179 | -24% |
|
|
HNB
8
Huntington National Bank
Columbus,
Ohio
| $2.08K | – | – | – |
|
ESMV Hedge Fund Activity: Q1 2024 in Review
7 of the 6,945 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.