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iShares ESG Advanced MSCI EM ETF

49 hedge funds and large institutions have $48M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$9.65M
B
2
Bailard
California
$5.11M
IWA
3
Invera Wealth Advisors
Oregon
$4.91M
CFGA
4
Cambridge Financial Group (Arizona)
Arizona
$3.88M
VAF
5
Values Added Financial
District of Columbia
$3.47M
RWP
6
RWA Wealth Partners
Massachusetts
$2.84M
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.02M
APW
8
Atlantic Private Wealth
North Carolina
$1.53M
OMC
9
Old Mission Capital
Illinois
$1.51M
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.09M
Lazard Asset Management
11
Lazard Asset Management
New York
$1.04M
SAG
12
SageView Advisory Group
California
$925K
RSWM
13
Robertson Stephens Wealth Management
California
$762K
PSA
14
Plum Street Advisors
Louisiana
$748K
Osaic Holdings
15
Osaic Holdings
Arizona
$654K
GAM
16
Gould Asset Management
California
$590K
MML Investors Services
17
MML Investors Services
Massachusetts
$557K
AIA
18
Ally Invest Advisors
North Carolina
$538K
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$535K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$523K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$450K
HTC
22
Haverford Trust Company
Pennsylvania
$446K
BPA
23
Beacon Pointe Advisors
California
$395K
MWM
24
Modern Wealth Management
Kansas
$357K
MCM
25
MAI Capital Management
Ohio
$356K