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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$839K |
| 2 |
RPA
Redwood Park Advisors
Redwood City,
California
|
+$69.2K |
| 3 |
JP Morgan Chase
New York
|
+$143 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$840K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$434K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.15M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.28M | +$839K | +29,390 | +191% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $738K | – | – | – |
|
|
PWM
4
Perigon Wealth Management
San Francisco,
California
| $562K | -$840K | -29,418 | -60% |
|
|
RPA
5
Redwood Park Advisors
Redwood City,
California
| $98.9K | +$69.2K | +2,423 | +235% |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | -$5.2K | -182 | -33% |
|
|
7
JP Morgan Chase
New York
| $5.44K | +$143 | +5 | +3% |
|
8
UBS Group
Zurich,
Switzerland
| $1.15K | – | – | – |
|
9
Morgan Stanley
New York
| $29 | – | – | – |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$434K | -15,610 | Closed |
|
ESMV Hedge Fund Activity: Q1 2025 in Review
9 of the 7,461 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.