iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
10 hedge funds and large institutions have $6.07M invested in 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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
19.49% less ownership
Funds ownership: 81.66% → 62.18% (-19%)
43% less capital invested
Capital invested by funds: $10.6M → $6.07M (-$4.49M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$451K |
| 2 |
JP Morgan Chase
New York
|
+$5.32K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$2.67M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$657K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$325K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$95.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.06M | – | – | – |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $1.38M | -$657K | -22,724 | -32% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $717K | – | – | – |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $434K | +$451K | +15,610 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $428K | -$95.6K | -3,308 | -18% |
|
|
RPA
6
Redwood Park Advisors
Redwood City,
California
| $28.6K | +$29.7K | +1,029 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | – | – | – |
|
|
8
JP Morgan Chase
New York
| $5.12K | +$5.32K | +184 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.11K | +$1.16K | +40 | New |
|
10
Morgan Stanley
New York
| $28 | – | – | – |
|
|
GCC
11
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| – | -$2.67M | -92,774 | Closed |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$325K | -11,291 | Closed |
|
ESMV Hedge Fund Activity: Q4 2024 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q4 2024, worth a combined $6.07M — down 43% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ESMV positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $451K. The largest seller was Guardian Capital (Canada), exiting entirely with an estimated $2.67M sold.
- 10 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $6.07M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q4 2024, down 43% quarter-over-quarter.
- 4 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q4 2024 was Old Mission Capital, an estimated $451K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q4 2024 was Guardian Capital (Canada), an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2024.