iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
9 hedge funds and large institutions have $5.6M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 1 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
15% more capital invested
Capital invested by funds: $4.86M → $5.6M (+$736K)
4.92% more ownership
Funds ownership: 66.69% → 71.6% (+4.9%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10% less funds holding
Funds holding: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$1.16M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$124K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$40.3K |
| 4 |
RPA
Redwood Park Advisors
Redwood City,
California
|
+$462 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$224K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$87 |
| 3 |
JP Morgan Chase
New York
|
-$29 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $2.6M | – | – | – |
|
|
VCM
2
Virtue Capital Management
Brentwood,
Tennessee
| $1.59M | +$1.16M | +40,063 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $520K | +$124K | +4,284 | +31% |
|
|
4
Citadel Advisors
Miami,
Florida
| $359K | +$40.3K | +1,395 | +13% |
|
|
AG
5
Ascent Group
Virginia Beach,
Virginia
| $208K | – | – | – |
|
|
PDL
6
Portfolio Design Labs
Encino,
California
| $208K | – | – | – |
|
|
RPA
7
Redwood Park Advisors
Redwood City,
California
| $101K | +$462 | +16 | +0.5% |
|
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | -$87 | -3 | -0.8% |
|
|
9
JP Morgan Chase
New York
| $3.76K | -$29 | -1 | -0.8% |
|
|
PWM
10
Perigon Wealth Management
San Francisco,
California
| – | -$224K | -7,691 | Closed |
|
ESMV Hedge Fund Activity: Q4 2025 in Review
9 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q4 2025, worth a combined $5.6M — up 15% from $4.86M a quarter earlier.
Fund positioning in ESMV was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Virtue Capital Management, opening a new position worth an estimated $1.16M. The largest seller was Perigon Wealth Management, exiting entirely with an estimated $224K sold.
- 9 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q4 2025, down from 10 in Q3 2025.
- Funds reported $5.6M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 1 fund opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q4 2025 was Virtue Capital Management, an estimated $1.16M added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q4 2025 was Perigon Wealth Management, an estimated $224K sold.
Based on aggregated 13F filings for Q4 2025.