EMXF icon

iShares ESG Advanced MSCI EM ETF
EMXF

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 %
SEI Investments
1
SEI Investments
Pennsylvania
$8.15M +$841K +19,610 +12%
B
2
Bailard
California
$4.72M +$277K +6,453 +6%
RWP
3
RWA Wealth Partners
Massachusetts
$2.69M +$310K +7,239 +13%
VAF
4
Values Added Financial
District of Columbia
$2.63M +$936K +21,828 +55%
BRIA
5
Balanced Rock Investment Advisors
Massachusetts
$1.98M -$478K -11,144 -19%
APW
6
Atlantic Private Wealth
North Carolina
$1.45M +$1.24K +29 +0.1%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$1.4M -$167K -3,899 -11%
Lazard Asset Management
8
Lazard Asset Management
New York
$980K – – –
SAG
9
SageView Advisory Group
California
$857K +$115K +2,674 +16%
RSWM
10
Robertson Stephens Wealth Management
California
$722K +$722K +16,832 New
PSA
11
Plum Street Advisors
Louisiana
$702K -$1.29K -30 -0.2%
GAM
12
Gould Asset Management
California
$558K – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$529K +$89.4K +2,085 +20%
CWM
14
Congress Wealth Management
Massachusetts
$511K +$57.6K +1,343 +13%
MML Investors Services
15
MML Investors Services
Massachusetts
$491K +$12.9K +302 +3%
OMC
16
Old Mission Capital
Illinois
$481K +$481K +11,230 New
AIA
17
Ally Invest Advisors
North Carolina
$479K +$66.3K +1,546 +16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$477K -$288K -6,700 -38%
OL
19
Optas LLC
Texas
$465K +$4.37K +102 +0.9%
HTC
20
Haverford Trust Company
Pennsylvania
$423K +$128K +2,980 +43%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$419K -$50.2K -1,170 -11%
MWM
22
Modern Wealth Management
Kansas
$330K -$21K -490 -6%
MCM
23
MAI Capital Management
Ohio
$318K -$9.39K -219 -3%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$306K -$13.7K -320 -4%
APG
25
Abacus Planning Group
South Carolina
$303K – – –
1
2