iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
10 hedge funds and large institutions have $4.86M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
8.13% less ownership
Funds ownership: 74.81% → 66.69% (-8.1%)
17% less funds holding
Funds holding: 12 → 10 (-2)
25% less capital invested
Capital invested by funds: $6.49M → $4.86M (-$1.63M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$95.3K |
| 2 |
RPA
Redwood Park Advisors
Redwood City,
California
|
+$433 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$859K |
| 2 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
-$239K |
| 3 |
BFS
Bradley Foster & Sargent
Hartford,
Connecticut
|
-$200K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$172K |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $2.62M | – | – | – |
|
|
FA
2
Financial Advisors
Andover,
Massachusetts
| $751K | – | – | – |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $401K | -$859K | -29,787 | -68% |
|
|
4
Citadel Advisors
Miami,
Florida
| $323K | +$95.3K | +3,305 | +43% |
|
|
PWM
5
Perigon Wealth Management
San Francisco,
California
| $224K | -$172K | -5,964 | -44% |
|
|
PDL
6
Portfolio Design Labs
Encino,
California
| $211K | -$146K | -5,057 | -41% |
|
|
AG
7
Ascent Group
Virginia Beach,
Virginia
| $211K | -$146K | -5,057 | -41% |
|
|
RPA
8
Redwood Park Advisors
Redwood City,
California
| $101K | +$433 | +15 | +0.4% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
10
JP Morgan Chase
New York
| $3.83K | – | – | – |
|
|
ABWM
11
Alpine Bank Wealth Management
Grand Junction,
Colorado
| – | -$239K | -8,250 | Closed |
|
|
BFS
12
Bradley Foster & Sargent
Hartford,
Connecticut
| – | -$200K | -6,931 | Closed |
|
ESMV Hedge Fund Activity: Q3 2025 in Review
10 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q3 2025, worth a combined $4.86M — down 25% from $6.49M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESMV and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, adding an estimated $95.3K. The largest seller was Tower Research Capital (TRC), cutting an estimated $859K.
- 10 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q3 2025, down from 12 in Q2 2025.
- Funds reported $4.86M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q3 2025, down 25% quarter-over-quarter.
- 0 funds opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q3 2025 and 2 closed out, a net change of -2 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q3 2025 was Citadel Advisors, an estimated $95.3K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q3 2025 was Tower Research Capital (TRC), an estimated $859K sold.
Based on aggregated 13F filings for Q3 2025.