iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
ESMV
12 hedge funds and large institutions have $6.49M invested in iShares Trust 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
Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BlackRock
New York
|
-$578K |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$172K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$36.6K |
| 4 |
JPMorgan Chase & Co
New York
|
-$1.68K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.15K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.6M | -$578K | -20,000 | -18% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.26M | -$36.6K | -1,264 | -3% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $745K | – | – | – |
|
|
PWM
4
Perigon Wealth Management
San Francisco,
California
| $395K | -$172K | -5,955 | -30% |
|
|
PDL
5
Portfolio Design Labs
Encino,
California
| $355K | +$355K | +12,287 | New |
|
|
AG
6
Ascent Group
Virginia Beach,
Virginia
| $355K | +$355K | +12,287 | New |
|
|
ABWM
7
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $239K | +$239K | +8,250 | New |
|
8
Citadel Advisors
Miami,
Florida
| $225K | +$225K | +7,764 | New |
|
|
BFS
9
Bradley Foster & Sargent
Hartford,
Connecticut
| $200K | +$200K | +6,931 | New |
|
|
RPA
10
Redwood Park Advisors
Redwood City,
California
| $100K | +$376 | +13 | +0.4% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
|
12
JPMorgan Chase & Co
New York
| $3.8K | -$1.68K | -58 | -31% |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$1.15K | -40 | Closed |
|
14
Morgan Stanley
New York
| – | -$29 | -1 | Closed |
|