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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
EWP
326
Elevation Wealth Partners
California
$287K -$74.8K -2,148 -21%
CPP
327
Capasso Planning Partners
South Carolina
$284K +$3.41K +98 +1%
AFG
328
Atomi Financial Group
New York
$280K -$8.53K -245 -3%
AI
329
Atria Investments
North Carolina
$279K +$1.78K +51 +0.6%
GC
330
Garde Capital
Washington
$270K -$80.3K -2,306 -23%
LIA
331
LifePlan Investment Advisors
North Carolina
$268K +$30.7K +881 +13%
AWA
332
Aaron Wealth Advisors
Illinois
$266K -$28.1K -807 -10%
GDP
333
Great Diamond Partners
Maine
$265K +$2.3K +66 +0.9%
SIC
334
Sigma Investment Counselors
Michigan
$265K +$8.36K +240 +3%
CWP
335
CFM Wealth Partners
Texas
$263K +$22.3K +641 +9%
CC
336
Courier Capital
New York
$263K +$262K +7,516 New
PSCM
337
Per Stirling Capital Management
Texas
$262K
FHA
338
Flagship Harbor Advisors
Massachusetts
$261K +$6.69K +192 +3%
LFG
339
Leverty Financial Group
Wisconsin
$260K +$1.15K +33 +0.4%
TFO
340
Tarbox Family Office
California
$259K -$20.5K -588 -7%
SWP
341
Stratos Wealth Partners
Ohio
$258K -$19.6K -563 -7%
SCM
342
SCS Capital Management
Massachusetts
$257K +$256K +7,355 New
ATC
343
Argent Trust Co
Tennessee
$255K
KAS
344
KPP Advisory Services
Kentucky
$254K +$253K +7,276 New
OCM
345
One Capital Management
California
$254K +$33.8K +972 +15%
GWMR
346
GC Wealth Management RIA
Massachusetts
$250K +$249K +7,149 New
OBWP
347
O'Brien Wealth Partners
Massachusetts
$249K +$248K +7,128 New
FFA
348
First Foundation Advisors
California
$247K +$246K +7,072 New
BWP
349
BSW Wealth Partners
Colorado
$247K -$50.9K -1,461 -17%
KWA
350
Kingswood Wealth Advisors
California
$246K -$72.9K -2,094 -23%

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.