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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.

New
Increased
Maintained
Reduced
Closed

16% more capital inflows, than outflows

Capital inflows: $2.16M | Capital outflows: $1.86M

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

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
+$1.15M
2
Morgan Stanley
Morgan Stanley
New York
+$28

Top Sellers

Rank Fund Capital Flow
1
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
-$668K
2
Old Mission Capital
Old Mission Capital
Illinois
-$324K
3
BlackRock
BlackRock
New York
-$276K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$227K
5
Citadel Advisors
Citadel Advisors
Florida
-$202K

ESMV Hedge Fund Activity: Q3 2024 in Review

9 of the 6,987 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.