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
RIS
351
Retirement Income Solutions
Michigan
$242K +$15.5K +444 +7%
WCWM
352
Willow Creek Wealth Management
California
$239K
SB
353
Strategic Blueprint
Georgia
$239K -$17.2K -493 -7%
HSWS
354
Higgins & Schmidt Wealth Strategies
Colorado
$237K -$8.6K -247 -4%
EPW
355
Evergreen Private Wealth
Colorado
$236K -$279 -8 -0.1%
FG
356
Foster Group
Iowa
$235K +$9.96K +286 +4%
Renaissance Technologies
357
Renaissance Technologies
New York
$234K -$2.53M -72,600 -92%
CA
358
Continuum Advisory
Idaho
$233K -$2.12K -61 -0.9%
AF
359
Advisornet Financial
Minnesota
$231K +$18.4K +529 +9%
CIC
360
Cutler Investment Counsel
Oregon
$231K +$231K +6,620 New
OPWM
361
Oregon Pacific Wealth Management
Oregon
$230K -$7.14K -205 -3%
AWM
362
AE Wealth Management
Kansas
$230K -$27.3K -783 -11%
SAI
363
Savvy Advisors Inc
New York
$226K +$225K +6,452 New
EGWAG
364
Elwood & Goetz Wealth Advisory Group
Georgia
$225K -$1.81K -52 -0.8%
SWM
365
SK Wealth Management
Rhode Island
$225K +$234K +6,721 New
MBFW
366
Morton Brown Family Wealth
Pennsylvania
$225K +$453 +13 +0.2%
CC
367
Copperleaf Capital
North Carolina
$224K -$1.57K -45 -0.7%
GWSG
368
GPS Wealth Strategies Group
Colorado
$221K +$9.65K +277 +5%
HFS
369
Hughes Financial Services
Virginia
$219K -$13.4K -384 -6%
Pathstone Holdings
370
Pathstone Holdings
New Jersey
$218K -$58.5K -1,679 -21%
WAL
371
W Advisors LLC
Tennessee
$216K
RL
372
Rogco LP
Oklahoma
$215K +$30.8K +885 +17%
MJRIC
373
Mogy Joel R Investment Counsel
California
$211K +$210K +6,037 New
WBG
374
Wharton Business Group
Pennsylvania
$209K -$275K -7,890 -57%
KFP
375
Keener Financial Planning
Texas
$209K

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.