iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
7 hedge funds and large institutions have $4.28M invested in iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
10.94% less ownership
Funds ownership: 71.6% → 60.66% (-11%)
22% less funds holding
Funds holding: 9 → 7 (-2)
24% less capital invested
Capital invested by funds: $5.6M → $4.28M (-$1.32M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$749K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$38.7K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.86K |
| 4 |
RPA
Redwood Park Advisors
Redwood City,
California
|
+$407 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$1.59M |
| 2 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$208K |
| 3 |
PDL
Portfolio Design Labs
Encino,
California
|
-$208K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$174 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $2.54M | – | – | – |
|
|
BPA
2
Beacon Pointe Advisors
Newport Beach,
California
| $727K | +$749K | +25,773 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $546K | +$38.7K | +1,332 | +7% |
|
|
4
Citadel Advisors
Miami,
Florida
| $353K | +$1.86K | +64 | +0.5% |
|
|
RPA
5
Redwood Park Advisors
Redwood City,
California
| $98.9K | +$407 | +14 | +0.4% |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10.2K | -$174 | -6 | -2% |
|
7
JP Morgan Chase
New York
| $3.63K | – | – | – |
|
|
VCM
8
Virtue Capital Management
Brentwood,
Tennessee
| – | -$1.59M | -40,063 | Closed |
|
|
AG
9
Ascent Group
Virginia Beach,
Virginia
| – | -$208K | -7,230 | Closed |
|
|
PDL
10
Portfolio Design Labs
Encino,
California
| – | -$208K | -7,230 | Closed |
|
ESMV Hedge Fund Activity: Q1 2026 in Review
7 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) for Q1 2026, worth a combined $4.28M — down 24% from $5.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ESMV and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $749K. The largest seller was Virtue Capital Management, exiting entirely with an estimated $1.59M sold.
- 7 institutional investors held iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) as of Q1 2026, down from 9 in Q4 2025.
- Funds reported $4.28M of iShares ESG Optimized MSCI USA Min Vol Factor ETF stock for Q1 2026, down 24% quarter-over-quarter.
- 1 fund opened new iShares ESG Optimized MSCI USA Min Vol Factor ETF positions in Q1 2026 and 3 closed out, a net change of -2 holders.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $749K added.
- The largest iShares ESG Optimized MSCI USA Min Vol Factor ETF seller in Q1 2026 was Virtue Capital Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2026.