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iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV

Overview Fund Trends Analyst Outlook Journalist POV

12 hedge funds and large institutions have $6.49M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$355K
2
+$355K
3
+$239K
4
Citadel Advisors
Citadel Advisors
Florida
+$225K
5
BFS
Bradley Foster & Sargent
Connecticut
+$200K

Top Sellers

1
-$578K
2
-$172K
3
-$36.6K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.68K
5
UBS Group
UBS Group
Switzerland
-$1.15K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$2.6M
TRCT
2
Tower Research Capital (TRC)
New York
$1.26M
FA
3
Financial Advisors
Massachusetts
$745K
PWM
4
Perigon Wealth Management
California
$395K
AG
5
Ascent Group
Virginia
$355K
PDL
6
Portfolio Design Labs
California
$355K
ABWM
7
Alpine Bank Wealth Management
Colorado
$239K
Citadel Advisors
8
Citadel Advisors
Florida
$225K
BFS
9
Bradley Foster & Sargent
Connecticut
$200K
RPA
10
Redwood Park Advisors
California
$100K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$11K
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$3.8K
UBS Group
13
UBS Group
Switzerland
–
Morgan Stanley
14
Morgan Stanley
New York
–