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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

45 hedge funds and large institutions have $34.3M 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
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
13
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAF
Values Added Financial
District of Columbia
$2.63M
2
SEI Investments
SEI Investments
Pennsylvania
$8.15M
3
RSWM
Robertson Stephens Wealth Management
California
$722K
4
OMC
Old Mission Capital
Illinois
$481K
5
RWP
RWA Wealth Partners
Massachusetts
$2.69M

Top Sellers

1
BRIA
Balanced Rock Investment Advisors
Massachusetts
$1.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$477K
3
Goldman Sachs
Goldman Sachs
New York
$272K
4
EI
Ethic Inc
New York
$0
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$281K – – –
Goldman Sachs
27
Goldman Sachs
New York
$272K -$267K -6,226 -50%
SWP
28
Stratos Wealth Partners
Ohio
$266K -$11.3K -263 -4%
DT
29
Diversified Trust
Tennessee
$218K +$218K +5,080 New
PWM
30
Parkworth Wealth Management
California
$212K -$171 -4 -0.1%
BFO
31
Biltmore Family Office
North Carolina
$123K – – –
NB
32
NBT Bank
New York
$97K – – –
RP
33
Raelipskie Partnership
Ontario, Canada
$94.7K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$93K – – –
LAMC
35
Longview Asset Management (California)
California
$87.6K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$59.9K -$21.4K -534 -26%
SAM
37
Smartleaf Asset Management
Massachusetts
$53.4K +$47.5K +1,114 +796%
UBS Group
38
UBS Group
Switzerland
$33.9K +$33.9K +791 New
PWA
39
Physician Wealth Advisors
Utah
$25K -$214 -5 -0.9%
NP
40
NorthRock Partners
Minnesota
$22.3K – – –
GWSG
41
GPS Wealth Strategies Group
Colorado
$7.38K – – –
B
42
Birchbrook
Maine
$1.84K – – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29K -$26K -607 -95%
WWM
44
Wolff Wiese Magana
California
$1.03K +$1.03K +24 New
Morgan Stanley
45
Morgan Stanley
New York
$54 – – –
EI
46
Ethic Inc
New York
– -$256K -6,663 Closed
CCM
47
Coldstream Capital Management
Washington
– -$66.9K -1,750 Closed
PS
48
Principal Securities
Iowa
– -$1.86K -50 Closed
Wells Fargo
49
Wells Fargo
California
– -$27 -1 Closed
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