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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
KWM
376
Kingsview Wealth Management
Oregon
$209K -$3.87K -111 -2%
NC
377
Napatree Capital
Rhode Island
$208K +$208K +5,961 New
S
378
SignatureFD
Georgia
$207K +$70.6K +2,026 +52%
MSA
379
Marino Stram & Associates
Massachusetts
$207K +$206K +5,920 New
BIA
380
Bigelow Investment Advisors
Maine
$206K -$18.7K -538 -8%
RCWMU
381
Rothschild & Co Wealth Management (UK)
United Kingdom
$205K -$107K -3,065 -34%
VW
382
Veridan Wealth
Oregon
$205K -$77.6K -2,228 -28%
CWM
383
Cranbrook Wealth Management
Michigan
$205K +$3.27K +94 +2%
WFS
384
WealthGarden F.S.
California
$205K +$204K +5,854 New
CA
385
CoreCap Advisors
Michigan
$199K +$10.1K +290 +5%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$193K
AC
387
AlphaCore Capital
California
$193K +$192K +5,524 New
PP
388
PrairieView Partners
Minnesota
$167K -$3.1K -89 -2%
SFGP
389
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$158K -$15.6K -448 -9%
PP
390
Prudential plc
United Kingdom
$150K +$150K +4,300 New
FHA
391
First Horizon Advisors
Tennessee
$148K -$13.5K -389 -8%
BSB
392
Bangor Savings Bank
Maine
$135K +$2.82K +81 +2%
GWP
393
Gen-Wealth Partners
Michigan
$135K -$2.54K -73 -2%
USB
394
Union Savings Bank
Connecticut
$125K -$22.6K -649 -15%
DWS
395
Dynamic Wealth Strategies
California
$123K +$122K +3,514 New
AAP
396
Arax Advisory Partners
Colorado
$122K +$121K +3,489 New
VNA
397
Valley National Advisers
Pennsylvania
$121K +$16.4K +472 +16%
ACA
398
American Capital Advisory
Idaho
$115K -$1.71K -49 -1%
RF
399
Rossby Financial
Florida
$95.9K +$96K +2,756 New
SC
400
SouthState Corp
Florida
$91.1K +$90.7K +2,606 New

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.