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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
TF
301
TME Financial
California
$339K -$4.91K -141 -1%
NP
302
NorthRock Partners
Minnesota
$335K -$67.6K -1,941 -17%
MWP
303
Moller Wealth Partners
$333K +$29.1K +836 +10%
WA
304
Wealth Alliance
New York
$332K -$86.2K -2,475 -21%
LWA
305
Lifelong Wealth Advisors
Minnesota
$331K +$43K +1,234 +15%
EWA
306
EverSource Wealth Advisors
Alabama
$328K -$60.4K -1,735 -16%
CWL
307
Causey Wealth LLC
Colorado
$321K +$139 +4 +0%
UB
308
UMB Bank
Missouri
$319K -$70.3K -2,020 -18%
MCM
309
MAI Capital Management
Ohio
$318K -$3.59K -103 -1%
OWCM
310
One Wealth Capital Management
Arizona
$311K -$592 -17 -0.2%
RPSA
311
Richard P. Slaughter Associates
Texas
$309K -$66.7K -1,915 -18%
RIM
312
RW Investment Management
Idaho
$306K -$1.99K -57 -0.6%
TDWM
313
Topel & Distasi Wealth Management
California
$304K +$68.6K +1,970 +29%
BWL
314
Bogart Wealth LLC
Virginia
$304K -$871 -25 -0.3%
FCI
315
Financial Counselors Inc
Kansas
$303K
Qube Research & Technologies (QRT)
316
Qube Research & Technologies (QRT)
United Kingdom
$301K +$122K +3,507 +69%
KFSC
317
Keystone Financial Services (Colorado)
Colorado
$300K -$4.49K -129 -1%
FWI
318
Facet Wealth Inc
Maryland
$299K -$36.2K -1,039 -11%
EI
319
eCIO Inc
Wisconsin
$297K +$296K +8,493 New
AWM
320
Apollon Wealth Management
South Carolina
$294K -$15.1K -433 -5%
TIM
321
Tortoise Investment Management
New York
$292K
SG
322
Sharper & Granite
California
$291K -$6.44K -185 -2%
OBWG
323
Onyx Bridge Wealth Group
New York
$290K -$138K -3,969 -32%
WWM
324
WT Wealth Management
Arizona
$289K -$36.4K -1,046 -11%
JSW
325
Journey Strategic Wealth
New Jersey
$289K +$3.59K +103 +1%

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.