iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
ESMV
10 hedge funds and large institutions have $6.07M invested in iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
$434K |
| 2 |
JPMorgan Chase & Co
New York
|
$5.12K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$1.11K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.06M | – | – | – |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $1.38M | -$641K | -22,724 | -32% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $717K | – | – | – |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $434K | +$434K | +15,610 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $428K | -$92K | -3,308 | -18% |
|
|
RPA
6
Redwood Park Advisors
Redwood City,
California
| $28.6K | +$28.6K | +1,029 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | – | – | – |
|
|
8
JPMorgan Chase & Co
New York
| $5.12K | +$5.12K | +184 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.11K | +$1.11K | +40 | New |
|
10
Morgan Stanley
New York
| $28 | – | – | – |
|
|
GC
11
Guardian Capital
Toronto,
Ontario, Canada
| – | -$2.67M | -92,774 | Closed |
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$325K | -11,291 | Closed |
|