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iShares ESG Advanced MSCI EM ETF

46 hedge funds and large institutions have $39.3M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$8.15M
IWA
2
Invera Wealth Advisors
Oregon
$4.73M
B
3
Bailard
California
$4.72M
RWP
4
RWA Wealth Partners
Massachusetts
$2.69M
VAF
5
Values Added Financial
District of Columbia
$2.63M
BRIA
6
Balanced Rock Investment Advisors
Massachusetts
$1.98M
APW
7
Atlantic Private Wealth
North Carolina
$1.45M
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.4M
Lazard Asset Management
9
Lazard Asset Management
New York
$980K
SAG
10
SageView Advisory Group
California
$857K
RSWM
11
Robertson Stephens Wealth Management
California
$722K
PSA
12
Plum Street Advisors
Louisiana
$702K
GAM
13
Gould Asset Management
California
$558K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$529K
CWM
15
Congress Wealth Management
Massachusetts
$511K
MML Investors Services
16
MML Investors Services
Massachusetts
$491K
OMC
17
Old Mission Capital
Illinois
$481K
AIA
18
Ally Invest Advisors
North Carolina
$479K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$477K
OL
20
Optas LLC
Texas
$465K
HTC
21
Haverford Trust Company
Pennsylvania
$423K
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$419K
MWM
23
Modern Wealth Management
Kansas
$340K
MCM
24
MAI Capital Management
Ohio
$318K
MSFS
25
Main Street Financial Solutions
Pennsylvania
$306K