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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

47 hedge funds and large institutions have $33.2M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$981K
2
SAG
SageView Advisory Group
California
+$657K
3
PSA
Plum Street Advisors
Louisiana
+$628K
4
B
Bailard
California
+$491K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$356K

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2M
2
CGL
Clarius Group LLC
Washington
-$498K
3
FI
Financial Insights
Washington
-$275K
4
BRIA
Balanced Rock Investment Advisors
Massachusetts
-$228K
5
Goldman Sachs
Goldman Sachs
New York
-$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
26
Haverford Trust Company
Pennsylvania
$263K +$263K +6,876 New
EI
27
Ethic Inc
New York
$256K +$256K +6,663 New
CFGA
28
Cambridge Financial Group (Arizona)
Arizona
$251K – – –
ADL
29
Asset Dedication LLC
California
$251K – – –
SWP
30
Stratos Wealth Partners
Ohio
$247K -$50.7K -1,325 -17%
PWM
31
Parkworth Wealth Management
California
$189K +$76 +2 +0%
BFO
32
Biltmore Family Office
North Carolina
$110K -$3.82K -100 -3%
NB
33
NBT Bank
New York
$86.5K – – –
RP
34
Raelipskie Partnership
Ontario, Canada
$84.5K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$82.9K – – –
LAMC
36
Longview Asset Management (California)
California
$78.2K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$77.4K +$49.7K +1,300 +179%
CCM
38
Coldstream Capital Management
Washington
$66.9K +$66.9K +1,750 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$2M -52,340 -99%
PWA
40
Physician Wealth Advisors
Utah
$22.4K +$1.72K +45 +8%
NP
41
NorthRock Partners
Minnesota
$19.9K – – –
GWSG
42
GPS Wealth Strategies Group
Colorado
$6.58K -$2.1K -55 -24%
SAM
43
Smartleaf Asset Management
Massachusetts
$5.35K +$5.35K +140 New
PS
44
Principal Securities
Iowa
$1.86K – – –
B
45
Birchbrook
Maine
$1.65K -$1.07K -28 -39%
Morgan Stanley
46
Morgan Stanley
New York
$39 – – –
Wells Fargo
47
Wells Fargo
California
$27 – – –
CGL
48
Clarius Group LLC
Washington
– -$498K -13,356 Closed
FI
49
Financial Insights
Washington
– -$275K -7,373 Closed
UBS Group
50
UBS Group
Switzerland
– -$14.5K -388 Closed
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