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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 %
SEI Investments
1
SEI Investments
Pennsylvania
$6.52M +$981K +25,643 +18%
IWA
2
Invera Wealth Advisors
Oregon
$4.31M -$91.9K -2,403 -2%
B
3
Bailard
California
$3.96M +$491K +12,847 +14%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.19M -$228K -5,954 -9%
RWP
5
RWA Wealth Partners
Massachusetts
$2.12M -$84.9K -2,220 -4%
VAF
6
Values Added Financial
District of Columbia
$1.51M +$59.2K +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 +$612 +16 +0%
Lazard Asset Management
9
Lazard Asset Management
New York
$874K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$681K +$356K +9,317 +110%
SAG
11
SageView Advisory Group
California
$657K +$657K +17,178 New
PSA
12
Plum Street Advisors
Louisiana
$628K +$628K +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 -$59.2K -1,548 -12%
OL
17
Optas LLC
Texas
$411K +$9.83K +257 +2%
CWM
18
Congress Wealth Management
Massachusetts
$404K +$48.3K +1,263 +14%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$392K -$13.8K -361 -3%
AIA
20
Ally Invest Advisors
North Carolina
$368K +$47.6K +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 +$20.4K +534 +8%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$285K +$3.86K +101 +1%
APG
25
Abacus Planning Group
South Carolina
$270K – – –
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