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iShares ESG Advanced MSCI EM ETF

48 hedge funds and large institutions have $48M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

22% more capital invested

Capital invested by funds: $39.3M → $48M (+$8.67M)

4% more funds holding

Funds holding: 4648 (+2)

4.2% more ownership

Funds ownership: 38.23%42.43% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% 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
4
Increased
18
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$9.65M +$1.02M +23,216 +12%
B
2
Bailard
California
$5.11M +$121K +2,761 +3%
IWA
3
Invera Wealth Advisors
Oregon
$4.91M -$85.4K -1,947 -2%
CFGA
4
Cambridge Financial Group (Arizona)
Arizona
$3.88M +$3.47M +79,140 +1,208%
VAF
5
Values Added Financial
District of Columbia
$3.47M +$670K +15,274 +25%
RWP
6
RWA Wealth Partners
Massachusetts
$2.84M +$5.09K +116 +0.2%
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.02M -$63.9K -1,457 -3%
APW
8
Atlantic Private Wealth
North Carolina
$1.53M +$439 +10 +0%
OMC
9
Old Mission Capital
Illinois
$1.51M +$970K +22,094 +197%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.09M -$381K -8,671 -26%
Lazard Asset Management
11
Lazard Asset Management
New York
$1.04M
SAG
12
SageView Advisory Group
California
$925K +$25.8K +587 +3%
RSWM
13
Robertson Stephens Wealth Management
California
$762K
PSA
14
Plum Street Advisors
Louisiana
$748K +$6.1K +139 +0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$654K +$547K +12,467 +613%
GAM
16
Gould Asset Management
California
$590K
MML Investors Services
17
MML Investors Services
Massachusetts
$557K +$37.1K +845 +7%
AIA
18
Ally Invest Advisors
North Carolina
$538K +$30.9K +704 +6%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$535K +$90.4K +2,061 +21%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$523K -$34.9K -796 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$450K -$50K -1,139 -10%
HTC
22
Haverford Trust Company
Pennsylvania
$446K
BPA
23
Beacon Pointe Advisors
California
$395K +$382K +8,716 New
MWM
24
Modern Wealth Management
Kansas
$357K -$1.45K -33 -0.4%
MCM
25
MAI Capital Management
Ohio
$356K +$19.7K +448 +6%

EMXF Hedge Fund Activity: Q3 2025 in Review

48 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q3 2025, worth a combined $48M — up 22% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EMXF positions and 0 closed out — a net gain of 4 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Cambridge Financial Group (Arizona), adding an estimated $3.47M. The largest seller was Walkner Condon Financial Advisors, cutting an estimated $381K.

  • 48 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $48M of iShares ESG Advanced MSCI EM ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 4 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q3 2025 and 0 closed out, a net change of +4 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q3 2025 was Cambridge Financial Group (Arizona), an estimated $3.47M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q3 2025 was Walkner Condon Financial Advisors, an estimated $381K sold.

Based on aggregated 13F filings for Q3 2025.