iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
11% more capital invested
Capital invested by funds: $5.85M → $6.49M (+$641K)
6.74% more ownership
Funds ownership: 68.08% → 74.81% (+6.7%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$347K |
| 2 |
PDL
Portfolio Design Labs
Encino,
California
|
+$347K |
| 3 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
+$233K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$219K |
| 5 |
BFS
Bradley Foster & Sargent
Hartford,
Connecticut
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$564K |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$168K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$35.7K |
| 4 |
JP Morgan Chase
New York
|
-$1.64K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.6M | -$564K | -20,000 | -18% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.26M | -$35.7K | -1,264 | -3% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $745K | – | – | – |
|
|
PWM
4
Perigon Wealth Management
San Francisco,
California
| $395K | -$168K | -5,955 | -30% |
|
|
AG
5
Ascent Group
Virginia Beach,
Virginia
| $355K | +$347K | +12,287 | New |
|
|
PDL
6
Portfolio Design Labs
Encino,
California
| $355K | +$347K | +12,287 | New |
|
|
ABWM
7
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $239K | +$233K | +8,250 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $225K | +$219K | +7,764 | New |
|
|
BFS
9
Bradley Foster & Sargent
Hartford,
Connecticut
| $200K | +$196K | +6,931 | New |
|
|
RPA
10
Redwood Park Advisors
Redwood City,
California
| $100K | +$367 | +13 | +0.4% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
|
12
JP Morgan Chase
New York
| $3.8K | -$1.64K | -58 | -31% |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$1.15K | -40 | Closed |
|
14
Morgan Stanley
New York
| – | -$29 | -1 | Closed |
|
ESMV Hedge Fund Activity: Q2 2025 in Review
12 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q2 2025, worth a combined $6.49M — up 11% from $5.85M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESMV positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Ascent Group, opening a new position worth an estimated $347K. The largest seller was BlackRock, cutting an estimated $564K.
- 12 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q2 2025, up from 9 in Q1 2025.
- Funds reported $6.49M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q2 2025, up 11% quarter-over-quarter.
- 5 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q2 2025 was Ascent Group, an estimated $347K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q2 2025 was BlackRock, an estimated $564K sold.
Based on aggregated 13F filings for Q2 2025.