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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

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

19% more funds holding

Funds holding: 4857 (+9)

0% more capital invested

Capital invested by funds: $48M → $48.2M (+$186K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.38% less ownership

Funds ownership: 42.43%40.05% (-2.4%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
18
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$10.4M +$493K +10,623 +5%
B
2
Bailard
California
$5.23M -$21.7K -467 -0.4%
IWA
3
Invera Wealth Advisors
Oregon
$4.93M -$110K -2,379 -2%
VAF
4
Values Added Financial
District of Columbia
$3.73M +$167K +3,588 +5%
RWP
5
RWA Wealth Partners
Massachusetts
$2.79M -$135K -2,910 -5%
CFGA
6
Cambridge Financial Group (Arizona)
Arizona
$2.11M -$1.82M -39,280 -46%
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.09M +$12.7K +273 +0.6%
APW
8
Atlantic Private Wealth
North Carolina
$1.58M +$139 +3 +0%
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$1.19M +$64.8K +1,395 +6%
PSA
10
Plum Street Advisors
Louisiana
$1.12M +$350K +7,549 +46%
Lazard Asset Management
11
Lazard Asset Management
New York
$1.01M -$54.3K -1,170 -5%
SAG
12
SageView Advisory Group
California
$933K -$17.7K -382 -2%
RSWM
13
Robertson Stephens Wealth Management
California
$783K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$777K +$312K +6,713 +67%
Osaic Holdings
15
Osaic Holdings
Arizona
$691K +$16.2K +350 +2%
GAM
16
Gould Asset Management
California
$606K
MML Investors Services
17
MML Investors Services
Massachusetts
$597K +$24.1K +519 +4%
AIA
18
Ally Invest Advisors
North Carolina
$495K -$57.6K -1,241 -10%
HTC
19
Haverford Trust Company
Pennsylvania
$459K
SWP
20
Stratos Wealth Partners
Ohio
$444K +$154K +3,319 +53%
BPA
21
Beacon Pointe Advisors
California
$432K +$26.7K +576 +7%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$411K -$138K -2,980 -25%
SWGC
23
Summit Wealth Group (Colorado)
Colorado
$389K +$388K +8,359 New
MCM
24
MAI Capital Management
Ohio
$388K +$22.1K +476 +6%
MWM
25
Modern Wealth Management
Kansas
$368K +$696 +15 +0.2%

EMXF Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q4 2025, worth a combined $48.2M — up 0.39% from $48M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMXF positions and 4 closed out — a net gain of 9 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was SEI Investments, adding an estimated $493K. The largest seller was Cambridge Financial Group (Arizona), cutting an estimated $1.82M.

  • 57 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $48.2M of iShares ESG Advanced MSCI EM ETF stock for Q4 2025, up 0.39% quarter-over-quarter.
  • 13 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q4 2025 and 4 closed out, a net change of +9 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q4 2025 was SEI Investments, an estimated $493K added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q4 2025 was Cambridge Financial Group (Arizona), an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2025.