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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
SEI Investments
1
SEI Investments
Pennsylvania
$5.4M +$601K +15,294 +12%
IWA
2
Invera Wealth Advisors
Oregon
$4.4M +$79.9K +2,032 +2%
B
3
Bailard
California
$3.38M +$154K +3,906 +4%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.35M -$1.13M -28,614 -31%
RWP
5
RWA Wealth Partners
Massachusetts
$2.15M +$29.1K +739 +1%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M +$470K +11,965 +29%
VAF
7
Values Added Financial
District of Columbia
$1.41M +$187K +4,754 +14%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.34M +$32.8K +833 +2%
APW
9
Atlantic Private Wealth
North Carolina
$1.26M +$79 +2 +0%
Lazard Asset Management
10
Lazard Asset Management
New York
$852K -$18.7K -475 -2%
Goldman Sachs
11
Goldman Sachs
New York
$593K +$625K +15,908 New
CGL
12
Clarius Group LLC
Washington
$498K
GAM
13
Gould Asset Management
California
$485K
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$465K -$35.2K -895 -7%
MML Investors Services
15
MML Investors Services
Massachusetts
$398K -$21.7K -551 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$396K +$6.17K +157 +2%
OL
17
Optas LLC
Texas
$391K +$30.4K +774 +8%
CWM
18
Congress Wealth Management
Massachusetts
$347K +$2.16K +55 +0.6%
WFA
19
Wade Financial Advisory
California
$322K -$2.56K -65 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$316K +$708 +18 +0.2%
AIA
21
Ally Invest Advisors
North Carolina
$312K +$14.2K +360 +4%
SWP
22
Stratos Wealth Partners
Ohio
$290K +$102K +2,591 +50%
FI
23
Financial Insights
Washington
$275K +$290K +7,373 New
MSFS
24
Main Street Financial Solutions
Pennsylvania
$274K +$36.7K +933 +15%
MCM
25
MAI Capital Management
Ohio
$265K +$279K +7,101 New

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.