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iShares ESG Advanced MSCI EM ETF

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

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

2% more funds holding

Funds holding: 4647 (+1)

4% more capital invested

Capital invested by funds: $31.9M → $33.2M (+$1.28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.04% less ownership

Funds ownership: 38.74%37.7% (-1%)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.63%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
26
Haverford Trust Company
Pennsylvania
$263K +$263K +6,876 New
EI
27
Ethic Inc
New York
$256K +$255K +6,663 New
ADL
28
Asset Dedication LLC
California
$251K
CFGA
29
Cambridge Financial Group (Arizona)
Arizona
$251K
SWP
30
Stratos Wealth Partners
Ohio
$247K -$50.8K -1,325 -17%
PWM
31
Parkworth Wealth Management
California
$189K +$77 +2 +0%
BFO
32
Biltmore Family Office
North Carolina
$110K -$3.83K -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 +$49.8K +1,300 +179%
CCM
38
Coldstream Capital Management
Washington
$66.9K +$67K +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 -$2.11K -55 -24%
SAM
43
Smartleaf Asset Management
Massachusetts
$5.35K +$5.36K +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

EMXF Hedge Fund Activity: Q1 2025 in Review

47 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q1 2025, worth a combined $33.2M — up 4% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EMXF positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was SEI Investments, adding an estimated $982K. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $2M.

  • 47 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $33.2M of iShares ESG Advanced MSCI EM ETF stock for Q1 2025, up 4% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q1 2025 was SEI Investments, an estimated $982K added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q1 2025 was Federation des caisses Desjardins du Quebec, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2025.