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iShares ESG Advanced MSCI EM ETF

57 hedge funds and large institutions have $48.2M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
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

Top Sellers

1 -$1.82M
2 -$1.51M
3 -$523K
4
Goldman Sachs
Goldman Sachs
New York
-$217K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$138K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$10.4M
B
2
Bailard
California
$5.23M
IWA
3
Invera Wealth Advisors
Oregon
$4.93M
VAF
4
Values Added Financial
District of Columbia
$3.73M
RWP
5
RWA Wealth Partners
Massachusetts
$2.79M
CFGA
6
Cambridge Financial Group (Arizona)
Arizona
$2.11M
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.09M
APW
8
Atlantic Private Wealth
North Carolina
$1.58M
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$1.19M
PSA
10
Plum Street Advisors
Louisiana
$1.12M
Lazard Asset Management
11
Lazard Asset Management
New York
$1.01M
SAG
12
SageView Advisory Group
California
$933K
RSWM
13
Robertson Stephens Wealth Management
California
$783K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$777K
Osaic Holdings
15
Osaic Holdings
Arizona
$691K
GAM
16
Gould Asset Management
California
$606K
MML Investors Services
17
MML Investors Services
Massachusetts
$597K
AIA
18
Ally Invest Advisors
North Carolina
$495K
HTC
19
Haverford Trust Company
Pennsylvania
$459K
SWP
20
Stratos Wealth Partners
Ohio
$444K
BPA
21
Beacon Pointe Advisors
California
$432K
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$411K
SWGC
23
Summit Wealth Group (Colorado)
Colorado
$389K
MCM
24
MAI Capital Management
Ohio
$388K
MWM
25
Modern Wealth Management
Kansas
$368K