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iShares ESG Aware MSCI EM ETF

498 hedge funds and large institutions have $3.17B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.03B → $3.17B (+$133M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.51% less ownership

Funds ownership: 70.38%69.87% (-0.51%)

3% less funds holding

Funds holding: 515498 (-17)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
498
Holders Change
-17
Holders Change %
-3.3%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
177
Reduced
208
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$561K -$1.07M -30,768 -66%
DAS
227
Diversify Advisory Services
Utah
$560K -$81.4K -2,338 -13%
APW
228
Austin Private Wealth
Texas
$559K -$10.3K -295 -2%
BIA
229
Bell Investment Advisors
California
$554K -$12.6K -363 -2%
SFG
230
Sage Financial Group
Pennsylvania
$551K +$14.4K +414 +3%
RA
231
RFG Advisory
Alabama
$548K -$8.18K -235 -1%
YWM
232
Yukon Wealth Management
Kansas
$545K +$543K +15,596 New
ACA
233
Aptus Capital Advisors
Alabama
$542K +$363K +10,435 +206%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$541K +$91.6K +2,631 +20%
PP
235
PDS Planning
Ohio
$532K +$348 +10 +0.1%
FFA
236
Farther Finance Advisors
California
$527K +$116K +3,323 +28%
AA
237
Addison Advisors
Vermont
$522K -$5.57K -160 -1%
KP
238
Keel Point
Alabama
$521K +$279 +8 +0.1%
BOPW
239
Brandywine Oak Private Wealth
Pennsylvania
$521K -$13.5K -388 -3%
HR
240
Hardy Reed
Mississippi
$518K +$23K +661 +5%
PL
241
Plancorp LLC
Missouri
$517K -$57.5K -1,650 -10%
FPCP
242
Fort Point Capital Partners
California
$516K
LFG
243
Larson Financial Group
Missouri
$515K -$53.6K -1,539 -9%
MA
244
Mutual Advisors
Nebraska
$509K -$69.8K -2,005 -12%
CFGA
245
Cambridge Financial Group (Arizona)
Arizona
$493K +$62K +1,780 +14%
MOS
246
MGO One Seven
Ohio
$490K -$69.7K -2,002 -12%
RIA
247
Regal Investment Advisors
Michigan
$486K +$10.6K +304 +2%
PFA
248
Pure Financial Advisors
California
$486K +$20.7K +594 +4%
PSA
249
Plum Street Advisors
Louisiana
$485K -$586K -16,838 -55%
AGWCA
250
Annis Gardner Whiting Capital Advisors
Florida
$482K +$96.3K +2,764 +25%

ESGE Hedge Fund Activity: Q1 2025 in Review

498 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2025, worth a combined $3.17B — up 4.4% from $3.03B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ESGE and 39 opened new positions — a net loss of 6 holders — while 208 trimmed existing stakes and 177 added.

The largest buyer was Northern Trust, adding an estimated $58.1M. The largest seller was TIAA Trust, National Association, cutting an estimated $45.3M.

  • 498 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2025, down from 515 in Q4 2024.
  • Funds reported $3.17B of iShares ESG Aware MSCI EM ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 39 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2025 and 45 closed out, a net change of -6 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2025 was Northern Trust, an estimated $58.1M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2025 was TIAA Trust, National Association, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2025.