iShares ESG Optimized MSCI UESMVETF
13F holders, Q1 2026 (March 31)7holders −2
1new positions
3sold out
1famous investor
$28.19avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were BlackRock, Inc. ($2.5M), Beacon Pointe Advisors, LLC ($727K) and Tower Research Capital LLC (TRC) ($546K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 46436E445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $727K |
| Exits | 3 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 27,183 shares bought and 54,529 shares sold, net −27,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| BlackRock, Inc. | 0.00% | No change | 90,000 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.00% | New | 25,773 | $727K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +7.4% | 19,359 | $546K |
| Citadel Advisors | 0.00% | Add +0.5% | 12,528 | $353K |
| Redwood Park Advisors LLC | 0.07% | Add +0.4% | 3,510 | $99K |
| Cwm, LLC | 0.00% | Reduce -1.6% | 362 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 130 | $4K |
"% of holder's portfolio" is ESMV's weight in each manager's 13F, not the share of iShares ESG Optimized MSCI U the manager owns.