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iShares ESG Advanced MSCI EM ETF

57 hedge funds and large institutions have $51.6M invested in iShares ESG Advanced MSCI EM ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.58% less ownership

Funds ownership: 40.05%39.47% (-0.58%)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

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
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$11M
B
2
Bailard
California
$6.05M
IWA
3
Invera Wealth Advisors
Oregon
$5.11M
VAF
4
Values Added Financial
District of Columbia
$4.18M
RWP
5
RWA Wealth Partners
Massachusetts
$2.83M
BRIA
6
Balanced Rock Investment Advisors
Massachusetts
$2.09M
SFP
7
Strategic Financial Planning
Texas
$1.85M
APW
8
Atlantic Private Wealth
North Carolina
$1.62M
RSWM
9
Robertson Stephens Wealth Management
California
$1.47M
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.2M
PSA
11
Plum Street Advisors
Louisiana
$1.12M
Lazard Asset Management
12
Lazard Asset Management
New York
$1.04M
Creative Planning
13
Creative Planning
Kansas
$1.02M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$737K
Osaic Holdings
15
Osaic Holdings
Arizona
$734K
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$612K
GAM
17
Gould Asset Management
California
$600K
BPA
18
Beacon Pointe Advisors
California
$512K
AIA
19
Ally Invest Advisors
North Carolina
$493K
HTC
20
Haverford Trust Company
Pennsylvania
$472K
MCM
21
MAI Capital Management
Ohio
$459K
SWP
22
Stratos Wealth Partners
Ohio
$443K
OL
23
Optas LLC
Texas
$425K
MML Investors Services
24
MML Investors Services
Massachusetts
$420K
SWGC
25
Summit Wealth Group (Colorado)
Colorado
$395K