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iShares ESG Advanced MSCI EM ETF

46 hedge funds and large institutions have $34.6M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
$8.15M
B
2
Bailard
California
$4.72M
RWP
3
RWA Wealth Partners
Massachusetts
$2.69M
VAF
4
Values Added Financial
District of Columbia
$2.63M
BRIA
5
Balanced Rock Investment Advisors
Massachusetts
$1.98M
APW
6
Atlantic Private Wealth
North Carolina
$1.45M
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$1.4M
Lazard Asset Management
8
Lazard Asset Management
New York
$980K
SAG
9
SageView Advisory Group
California
$857K
RSWM
10
Robertson Stephens Wealth Management
California
$722K
PSA
11
Plum Street Advisors
Louisiana
$702K
GAM
12
Gould Asset Management
California
$558K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$529K
CWM
14
Congress Wealth Management
Massachusetts
$511K
MML Investors Services
15
MML Investors Services
Massachusetts
$491K
OMC
16
Old Mission Capital
Illinois
$481K
AIA
17
Ally Invest Advisors
North Carolina
$479K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$477K
OL
19
Optas LLC
Texas
$465K
HTC
20
Haverford Trust Company
Pennsylvania
$423K
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$419K
MWM
22
Modern Wealth Management
Kansas
$330K
MCM
23
MAI Capital Management
Ohio
$318K
MSFS
24
Main Street Financial Solutions
Pennsylvania
$306K
APG
25
Abacus Planning Group
South Carolina
$303K