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iShares ESG Advanced MSCI EM ETF

46 hedge funds and large institutions have $31.9M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

21% more funds holding

Funds holding: 3846 (+8)

3.94% less ownership

Funds ownership: 42.68%38.74% (-3.9%)

12% less capital invested

Capital invested by funds: $36.3M → $31.9M (-$4.46M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APG
26
Abacus Planning Group
South Carolina
$263K +$8.02K +204 +3%
HPFG
27
Hart & Patterson Financial Group
Massachusetts
$252K +$13.4K +342 +5%
ADL
28
Asset Dedication LLC
California
$244K -$4.33K -110 -2%
CFGA
29
Cambridge Financial Group (Arizona)
Arizona
$244K -$4.33K -110 -2%
PWM
30
Parkworth Wealth Management
California
$185K +$195K +4,953 New
BFO
31
Biltmore Family Office
North Carolina
$111K -$2K -51 -2%
NB
32
NBT Bank
New York
$84.3K
RP
33
Raelipskie Partnership
Ontario, Canada
$82.3K
SPIA
34
Steward Partners Investment Advisory
New York
$80.8K
LAMC
35
Longview Asset Management (California)
California
$76.2K +$80.4K +2,044 New
Osaic Holdings
36
Osaic Holdings
Arizona
$27K -$7.12K -181 -20%
PWA
37
Physician Wealth Advisors
Utah
$20.2K +$21.3K +542 New
NP
38
NorthRock Partners
Minnesota
$19.4K
UBS Group
39
UBS Group
Switzerland
$14.5K +$15.3K +388 New
GWSG
40
GPS Wealth Strategies Group
Colorado
$8.46K
GWM
41
Geneos Wealth Management
Colorado
$7.42K -$197 -5 -2%
B
42
Birchbrook
Maine
$2.65K
PS
43
Principal Securities
Iowa
$1.86K +$1.97K +50 New
Morgan Stanley
44
Morgan Stanley
New York
$42 +$39 +1 New
TRCT
45
Tower Research Capital (TRC)
New York
$37 +$39 +1 New
Wells Fargo
46
Wells Fargo
California
$31 +$39 +1 New
OMC
47
Old Mission Capital
Illinois
-$2.85M -70,308 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$724K -17,873 Closed
WI
49
WrapManager Inc
California
-$323K -7,980 Closed

EMXF Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q4 2024, worth a combined $31.9M — down 12% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMXF positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $625K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.85M sold.

  • 46 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $31.9M of iShares ESG Advanced MSCI EM ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 11 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q4 2024 and 3 closed out, a net change of +8 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q4 2024 was Goldman Sachs, an estimated $625K added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q4 2024 was Old Mission Capital, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2024.