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iShares ESG Advanced MSCI EM ETF

57 hedge funds and large institutions have $51.6M invested in iShares ESG Advanced MSCI EM ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $48.2M → $51.6M (+$3.35M)

0% more funds holding

Funds holding: 5757 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.58% less ownership

Funds ownership: 40.05%39.47% (-0.58%)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$11M +$273K +5,522 +2%
B
2
Bailard
California
$6.05M +$698K +14,124 +13%
IWA
3
Invera Wealth Advisors
Oregon
$5.11M +$37.7K +763 +0.7%
VAF
4
Values Added Financial
District of Columbia
$4.18M +$355K +7,196 +9%
RWP
5
RWA Wealth Partners
Massachusetts
$2.83M -$33.2K -673 -1%
BRIA
6
Balanced Rock Investment Advisors
Massachusetts
$2.09M -$56.3K -1,139 -3%
SFP
7
Strategic Financial Planning
Texas
$1.85M +$1.31M +26,493 New
APW
8
Atlantic Private Wealth
North Carolina
$1.62M -$5.63K -114 -0.3%
RSWM
9
Robertson Stephens Wealth Management
California
$1.47M +$689K +13,941 +83%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.2M -$18.2K -368 -1%
PSA
11
Plum Street Advisors
Louisiana
$1.12M -$32.5K -657 -3%
Lazard Asset Management
12
Lazard Asset Management
New York
$1.04M
Creative Planning
13
Creative Planning
Kansas
$1.02M +$1.05M +21,327 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$737K -$61.7K -1,249 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$734K +$24.5K +495 +3%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$612K +$195K +3,950 +45%
GAM
17
Gould Asset Management
California
$600K -$23.5K -475 -4%
BPA
18
Beacon Pointe Advisors
California
$512K +$69.3K +1,402 +15%
AIA
19
Ally Invest Advisors
North Carolina
$493K -$16.3K -330 -3%
HTC
20
Haverford Trust Company
Pennsylvania
$472K
MCM
21
MAI Capital Management
Ohio
$459K +$62.2K +1,260 +15%
SWP
22
Stratos Wealth Partners
Ohio
$443K -$13.7K -278 -3%
OL
23
Optas LLC
Texas
$425K +$179K +3,615 +69%
MML Investors Services
24
MML Investors Services
Massachusetts
$420K -$200K -4,046 -32%
SWGC
25
Summit Wealth Group (Colorado)
Colorado
$395K -$5.14K -104 -1%

EMXF Hedge Fund Activity: Q1 2026 in Review

57 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q1 2026, worth a combined $51.6M — up 7% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EMXF positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Strategic Financial Planning, opening a new position worth an estimated $1.31M. The largest seller was Cambridge Financial Group (Arizona), cutting an estimated $1.94M.

  • 57 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $51.6M of iShares ESG Advanced MSCI EM ETF stock for Q1 2026, up 7% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q1 2026 and 5 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q1 2026 was Strategic Financial Planning, an estimated $1.31M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q1 2026 was Cambridge Financial Group (Arizona), an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.