iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
9 hedge funds and large institutions have $10.6M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $9.45M → $10.6M (+$1.11M)
2.22% more ownership
Funds ownership: 79.45% → 81.66% (+2.2%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$1.15M |
| 2 |
Morgan Stanley
New York
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$668K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$324K |
| 3 |
BlackRock
New York
|
-$276K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$227K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $3.16M | -$276K | -10,000 | -8% |
|
|
GCC
2
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $2.67M | +$1.15M | +41,456 | +81% |
|
|
PWM
3
Perigon Wealth Management
San Francisco,
California
| $2.06M | -$162K | -5,877 | -8% |
|
|
ABWM
4
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $1.05M | +$1.01M | +36,630 | New |
|
|
FA
5
Financial Advisors
Andover,
Massachusetts
| $741K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $538K | -$668K | -24,161 | -56% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $325K | -$227K | -8,197 | -42% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $16K | – | – | – |
|
|
9
Morgan Stanley
New York
| $43 | +$28 | +1 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$324K | -12,240 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$202K | -7,632 | Closed |
|
ESMV Hedge Fund Activity: Q3 2024 in Review
9 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 Q3 2024, worth a combined $10.6M — up 12% from $9.45M a quarter earlier.
Fund positioning in ESMV was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was Guardian Capital (Canada), adding an estimated $1.15M. The largest seller was Tower Research Capital (TRC), cutting an estimated $668K.
- 9 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $10.6M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 2 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q3 2024 was Guardian Capital (Canada), an estimated $1.15M added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q3 2024 was Tower Research Capital (TRC), an estimated $668K sold.
Based on aggregated 13F filings for Q3 2024.