iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
9 hedge funds and large institutions have $9.45M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
4.45% less ownership
Funds ownership: 83.9% → 79.45% (-4.5%)
6% less capital invested
Capital invested by funds: $10.1M → $9.45M (-$602K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$320K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$199K |
| 3 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$13.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$653K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$203K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$176K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$23.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $3.17M | -$653K | -25,000 | -17% |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $2.05M | -$23.9K | -916 | -1% |
|
|
GCC
3
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $1.36M | +$13.6K | +520 | +1% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1.13M | -$176K | -6,739 | -14% |
|
|
FA
5
Financial Advisors
Andover,
Massachusetts
| $681K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $515K | -$203K | -7,780 | -29% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $324K | +$320K | +12,240 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $202K | +$199K | +7,632 | New |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | – | – | – |
|
|
HNB
10
Huntington National Bank
Columbus,
Ohio
| $1.03K | – | – | – |
|
ESMV Hedge Fund Activity: Q2 2024 in Review
9 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q2 2024, worth a combined $9.45M — down 6% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESMV positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $320K. The largest seller was BlackRock, cutting an estimated $653K.
- 9 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $9.45M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q2 2024, down 6% quarter-over-quarter.
- 2 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q2 2024 was Old Mission Capital, an estimated $320K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q2 2024 was BlackRock, an estimated $653K sold.
Based on aggregated 13F filings for Q2 2024.