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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
FC
401
Fiduciary Counselling
Minnesota
$87.9K
FF
402
Finley Financial
Nevada
$84.8K
MHR
403
Matthew Hamilton Rosenberg
$81.4K -$41.7K -1,197 -34%
JWA
404
JFS Wealth Advisors
Pennsylvania
$73.7K -$940 -27 -1%
CFD
405
Creative Financial Designs
Indiana
$73.5K -$1.67K -48 -2%
GWM
406
Geneos Wealth Management
Colorado
$69.7K +$44.8K +1,287 +182%
GC
407
Gould Capital
Washington
$68.6K +$3.41K +98 +5%
CMBA
408
C.M. Bidwell & Associates
Hawaii
$67.3K
WA
409
WPG Advisers
Maryland
$66.7K
4FG
410
4Thought Financial Group
New York
$66.5K -$1.57K -45 -2%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$66.5K -$2.68K -77 -4%
BA
412
Bellwether Advisors
Nebraska
$65.7K
M
413
MOTCO
Texas
$65.6K +$9.75K +280 +18%
TCOV
414
Trust Company of Vermont
Vermont
$64.4K +$9.89K +284 +18%
SIS
415
Sound Income Strategies
Florida
$63.5K
WSFS
416
Wilmington Savings Fund Society
Delaware
$62.8K +$313 +9 +0.5%
GT
417
Glenmede Trust
Pennsylvania
$62.2K
C
418
Covestor
United Kingdom
$59K +$5.54K +159 +10%
MFC
419
Morris Financial Concepts
South Carolina
$57.5K +$139 +4 +0.2%
W
420
WealthCollab
Washington
$54.6K
SAM
421
Smartleaf Asset Management
Massachusetts
$50.3K +$46.3K +1,331 +1,256%
SWC
422
Spectrum Wealth Counsel
Indiana
$49K
PS
423
Principal Securities
Iowa
$46.7K
IA
424
IFP Advisors
Florida
$46.5K +$35.4K +1,017 +325%
GSWM
425
Golden State Wealth Management
California
$44.6K +$6.62K +190 +17%

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.