We are live on ! Find out more
ESGE icon

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
WIA
276
World Investment Advisors
California
$423K +$26.1K +749 +7%
FWP
277
Falcon Wealth Planning
California
$415K -$98.5K -2,829 -19%
PHIC
278
Pine Haven Investment Counsel
Massachusetts
$413K
TWM
279
TriaGen Wealth Management
California
$410K -$55.7K -1,599 -12%
PPW
280
Presilium Private Wealth
Pennsylvania
$405K +$5.88K +169 +1%
SRB
281
Shotwell Rutter Baer
Michigan
$402K +$20.5K +588 +5%
CWMK
282
Caliber Wealth Management (Kansas)
Kansas
$399K +$398K +11,429 New
SWA
283
Sax Wealth Advisors
New Jersey
$392K -$45.9K -1,318 -11%
Tudor Investment Corp
284
Tudor Investment Corp
Connecticut
$391K -$273K -7,834 -41%
BBA
285
BLB&B Advisors
Pennsylvania
$390K +$65K +1,866 +20%
CA
286
CGN Advisors
Kansas
$386K -$19.4K -557 -5%
RWM
287
Ritholtz Wealth Management
New York
$381K +$9.37K +269 +3%
CB
288
Community Bank
New York
$381K -$557 -16 -0.1%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$379K -$6.09K -175 -2%
VFA
290
Valeo Financial Advisors
Indiana
$378K +$31.3K +899 +9%
WI
291
WrapManager Inc
California
$378K -$3.45M -99,116 -90%
LRWA
292
Long Run Wealth Advisors
New York
$377K -$53K -1,522 -12%
MFG
293
Merit Financial Group
Georgia
$369K +$368K +10,567 New
WN
294
Williams & Novak
California
$368K -$35 -1 -0%
TPCW
295
TD Private Client Wealth
New York
$359K -$871 -25 -0.2%
SWP
296
Sagespring Wealth Partners
Tennessee
$358K -$42.6K -1,222 -11%
BWP
297
BlueStem Wealth Partners
Minnesota
$356K -$94.6K -2,718 -21%
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$14.2K +409 +4%
SEIA
299
Signature Estate & Investment Advisors
California
$348K +$6.16K +177 +2%
CA
300
Capital Advantage
California
$346K

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.