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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
SEI Investments
1
SEI Investments
Pennsylvania
$6.52M +$982K +25,643 +18%
IWA
2
Invera Wealth Advisors
Oregon
$4.31M -$92K -2,403 -2%
B
3
Bailard
California
$3.96M +$492K +12,847 +14%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.19M -$228K -5,954 -9%
RWP
5
RWA Wealth Partners
Massachusetts
$2.12M -$85K -2,220 -4%
VAF
6
Values Added Financial
District of Columbia
$1.51M +$59.3K +1,549 +4%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$1.4M +$28.6K +747 +2%
APW
8
Atlantic Private Wealth
North Carolina
$1.29M +$613 +16 +0%
Lazard Asset Management
9
Lazard Asset Management
New York
$874K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$681K +$357K +9,317 +110%
SAG
11
SageView Advisory Group
California
$657K +$658K +17,178 New
PSA
12
Plum Street Advisors
Louisiana
$628K +$629K +16,410 New
GAM
13
Gould Asset Management
California
$498K
Goldman Sachs
14
Goldman Sachs
New York
$480K -$128K -3,346 -21%
MML Investors Services
15
MML Investors Services
Massachusetts
$427K +$18K +470 +4%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$418K -$59.3K -1,548 -12%
OL
17
Optas LLC
Texas
$411K +$9.84K +257 +2%
CWM
18
Congress Wealth Management
Massachusetts
$404K +$48.4K +1,263 +14%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$392K -$13.8K -361 -3%
AIA
20
Ally Invest Advisors
North Carolina
$368K +$47.7K +1,246 +15%
WFA
21
Wade Financial Advisory
California
$329K -$1.26K -33 -0.4%
MWM
22
Modern Wealth Management
Kansas
$313K +$313K +8,183 New
MCM
23
MAI Capital Management
Ohio
$292K +$20.5K +534 +8%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$285K +$3.87K +101 +1%
APG
25
Abacus Planning Group
South Carolina
$270K

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.