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iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV

9 hedge funds and large institutions have $5.85M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

5.9% more ownership

Funds ownership: 62.18% → 68.08% (+5.9%)

4% less capital invested

Capital invested by funds: $6.07M → $5.85M (-$220K)

10% less funds holding

Funds holding: 10 → 9 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$839K
2
RPA
Redwood Park Advisors
California
+$69.2K
3
JP Morgan Chase
JP Morgan Chase
New York
+$143

Top Sellers

Rank Fund Capital Flow
1
PWM
Perigon Wealth Management
California
-$840K
2
OMC
Old Mission Capital
Illinois
-$434K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.2K

ESMV Hedge Fund Activity: Q1 2025 in Review

9 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q1 2025, worth a combined $5.85M — down 3.6% from $6.07M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of ESMV and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $839K. The largest seller was Perigon Wealth Management, cutting an estimated $840K.

  • 9 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q1 2025, down from 10 in Q4 2024.
  • Funds reported $5.85M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 0 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q1 2025 and 1 closed out, a net change of -1 holder.
  • The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q1 2025 was Tower Research Capital (TRC), an estimated $839K added.
  • The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q1 2025 was Perigon Wealth Management, an estimated $840K sold.

Based on aggregated 13F filings for Q1 2025.