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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

19% more capital invested

Capital invested by funds: $33.2M → $39.3M (+$6.19M)

0.53% more ownership

Funds ownership: 37.7%38.23% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$8.15M +$781K +19,610 +12%
IWA
2
Invera Wealth Advisors
Oregon
$4.73M -$95.3K -2,392 -2%
B
3
Bailard
California
$4.72M +$257K +6,453 +6%
RWP
4
RWA Wealth Partners
Massachusetts
$2.69M +$288K +7,239 +13%
VAF
5
Values Added Financial
District of Columbia
$2.63M +$870K +21,828 +55%
BRIA
6
Balanced Rock Investment Advisors
Massachusetts
$1.98M -$444K -11,144 -19%
APW
7
Atlantic Private Wealth
North Carolina
$1.45M +$1.16K +29 +0.1%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.4M -$155K -3,899 -11%
Lazard Asset Management
9
Lazard Asset Management
New York
$980K
SAG
10
SageView Advisory Group
California
$857K +$107K +2,674 +16%
RSWM
11
Robertson Stephens Wealth Management
California
$722K +$671K +16,832 New
PSA
12
Plum Street Advisors
Louisiana
$702K -$1.2K -30 -0.2%
GAM
13
Gould Asset Management
California
$558K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$529K +$83.1K +2,085 +20%
CWM
15
Congress Wealth Management
Massachusetts
$511K +$53.5K +1,343 +13%
MML Investors Services
16
MML Investors Services
Massachusetts
$491K +$12K +302 +3%
OMC
17
Old Mission Capital
Illinois
$481K +$447K +11,230 New
AIA
18
Ally Invest Advisors
North Carolina
$479K +$61.6K +1,546 +16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$477K -$267K -6,700 -38%
OL
20
Optas LLC
Texas
$465K +$4.06K +102 +0.9%
HTC
21
Haverford Trust Company
Pennsylvania
$423K +$119K +2,980 +43%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$419K -$46.6K -1,170 -11%
MWM
23
Modern Wealth Management
Kansas
$340K -$10.2K -256 -3%
MCM
24
MAI Capital Management
Ohio
$318K -$8.72K -219 -3%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$306K -$12.7K -320 -4%

EMXF Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q2 2025, worth a combined $39.3M — up 19% from $33.2M a quarter earlier.

Fund positioning in EMXF was balanced in Q2 2025: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 14 trimmed.

The largest buyer was Values Added Financial, adding an estimated $870K. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $444K.

  • 46 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q2 2025, down from 47 in Q1 2025.
  • Funds reported $39.3M of iShares ESG Advanced MSCI EM ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 5 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q2 2025 and 5 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q2 2025 was Values Added Financial, an estimated $870K added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q2 2025 was Balanced Rock Investment Advisors, an estimated $444K sold.

Based on aggregated 13F filings for Q2 2025.