iShares ESG MSCI USA Min Vol Factor

ESMV • NASDAQ

iShares ESG MSCI USA Min Vol Factor is an exchange-traded fund on NASDAQ. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $4.9M. BlackRock, Inc. is the largest holder with a position valued at $2.6M.

Overview

Overview of institutional ownership in ESMV as of Q3 2025

All Institutions

Institutions: 10
Value Held: $4.9M
Shares Held: 166.7K
Avg Position: $486.1K
Median Position: $217.5K

Hedge Funds

Hedge Funds: 1
Value Held: $322.7K
Shares Held: 11.1K
Avg Position: $322.7K
Median Position: $322.7K

Biggest Investors

Institutions with the largest positions in ESMV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$2.6M 0.00% of portfolio	90.0K shares	Q4 2021 Held for 3y 11m	$5.67T
Financial Advisors, LLC RIA/Wealth	Michael Paull Kumph Managing Partner	$751.4K 0.13% of portfolio	25.8K shares	Q4 2022 Held for 2y 11m	$564.3M
T Tower Research Capital LLC Institution	-	$400.7K 0.01% of portfolio	13.7K shares	Q4 2021 Held for 3y 11m	$3.6B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$322.7K 0.00% of portfolio	11.1K shares	Q2 2025 Held for 5 months	$122.08B
Perigon Wealth Management, LLC RIA/Wealth	Arthur John Ambarik CEO	$224.2K 0.00% of portfolio	7.7K shares	Q1 2024 Held for 1y 8m	$4.9B
Portfolio Design Labs, LLC RIA/Wealth	Jason Terrance Thomas Managing Partner	$210.8K 0.04% of portfolio	7.2K shares	Q2 2025 Held for 5 months	$582.4M
A Ascent Group, LLC Institution	-	$210.8K 0.01% of portfolio	7.2K shares	Q2 2025 Held for 5 months	$2.8B
Redwood Park Advisors LLC RIA/Wealth	Benjamin Thomas Pettigrew Founder	$101.5K 0.08% of portfolio	3.5K shares	Q4 2024 Held for 11 months	$134.3M
CWM, LLC RIA/Wealth	George Burton White CEO	$10.8K 0.00% of portfolio	371.0 shares	Q4 2023 Held for 1y 11m	$31.5B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$3.8K 0.00% of portfolio	131.0 shares	Q4 2024 Held for 11 months	$1.56T

Net Capital Flow

Institutional buying and selling activity for ESMV in Q3 2025

Traded: −$1.7M
Buyers: 2
Sellers: 6
Total Bought: +$96.8K
Total Sold: −$1.8M
Avg Position: $405.1K

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$96.4K +3.3K shares	$322.7K 11.1K shares
Redwood Park Advisors LLC RIA/Wealth	+$437.4 +15.0 shares	$101.5K 3.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
T Tower Research Capital LLC Institution	−$868.5K −29.8K shares	$400.7K 13.7K shares
A Alpine Bank Wealth Management Institution	−$238.6K −8.3K shares	Sold Off 0 shares
B BRADLEY FOSTER & SARGENT INC/CT RIA/Wealth	−$200.4K −6.9K shares	Sold Off 0 shares
Perigon Wealth Management, LLC RIA/Wealth	−$173.9K −6.0K shares	$224.2K 7.7K shares
Portfolio Design Labs, LLC RIA/Wealth	−$147.4K −5.1K shares	$210.8K 7.2K shares
A Ascent Group, LLC Institution	−$147.4K −5.1K shares	$210.8K 7.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESMV in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 2
Exited Value: $439.0K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
A Alpine Bank Wealth Management Institution	$238.6K 8.3K shares
B BRADLEY FOSTER & SARGENT INC/CT RIA/Wealth	$200.4K 6.9K shares

Options Activity

Institutions with the largest Call and Put options positions in ESMV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ESMV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Financial Advisors, LLC RIA/Wealth	Michael Paull Kumph Managing Partner	0.13% $751.4K	25.8K shares	Q4 2022 Held for 2y 11m	$564.3M
Redwood Park Advisors LLC RIA/Wealth	Benjamin Thomas Pettigrew Founder	0.08% $101.5K	3.5K shares	Q4 2024 Held for 11 months	$134.3M
Portfolio Design Labs, LLC RIA/Wealth	Jason Terrance Thomas Managing Partner	0.04% $210.8K	7.2K shares	Q2 2025 Held for 5 months	$582.4M
T Tower Research Capital LLC Institution	-	0.01% $400.7K	13.7K shares	Q4 2021 Held for 3y 11m	$3.6B
A Ascent Group, LLC Institution	-	0.01% $210.8K	7.2K shares	Q2 2025 Held for 5 months	$2.8B
Perigon Wealth Management, LLC RIA/Wealth	Arthur John Ambarik CEO	0.00% $224.2K	7.7K shares	Q1 2024 Held for 1y 8m	$4.9B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $322.7K	11.1K shares	Q2 2025 Held for 5 months	$122.08B
B BlackRock, Inc. Institution	-	0.00% $2.6M	90.0K shares	Q4 2021 Held for 3y 11m	$5.67T
CWM, LLC RIA/Wealth	George Burton White CEO	0.00% $10.8K	371.0 shares	Q4 2023 Held for 1y 11m	$31.5B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	0.00% $3.8K	131.0 shares	Q4 2024 Held for 11 months	$1.56T

Hedge Fund Spotlight

Discover hedge funds investing in ESMV

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG MSCI USA Min Vol Factor

Market Value: $322.7K
Shares Held: 11.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%