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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $3.66B invested in iShares ESG Aware MSCI EM ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $3.17B → $3.66B (+$493M)

6% more funds holding

Funds holding: 498530 (+32)

3.22% more ownership

Funds ownership: 69.87%73.09% (+3.2%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
530
Holders Change
+32
Holders Change %
+6.43%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
69
Increased
196
Reduced
200
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
401
Keystone Wealth Services
California
$208K +$192K +5,314 New
SXL
402
Summit X LLC
Missouri
$207K +$191K +5,272 New
RWRC
403
R.W. Roge & Company
New York
$206K +$191K +5,276 New
WWG
404
West Wealth Group
California
$205K +$185K +5,121 New
ST
405
Spinnaker Trust
Maine
$204K +$189K +5,219 New
BBW
406
Blue Barn Wealth
Utah
$203K +$188K +5,181 New
CAG
407
Curtis Advisory Group
California
$201K +$186K +5,135 New
MWM
408
MBE Wealth Management
Wisconsin
$201K +$186K +5,134 New
WIM
409
WealthPlan Investment Management
Nebraska
$201K +$186K +5,132 New
ML
410
McAdam LLC
Pennsylvania
$201K +$186K +5,131 New
CIA
411
Concurrent Investment Advisors
Florida
$201K +$186K +5,129 New
PP
412
PrairieView Partners
Minnesota
$186K -$1.77K -49 -1%
GWP
413
Gen-Wealth Partners
Michigan
$153K +$2.21K +61 +2%
BSB
414
Bangor Savings Bank
Maine
$151K
AWM
415
AE Wealth Management
Kansas
$145K -$105K -2,889 -44%
VNA
416
Valley National Advisers
Pennsylvania
$142K +$5.65K +156 +4%
USB
417
Union Savings Bank
Connecticut
$138K -$3.26K -90 -3%
DWS
418
Dynamic Wealth Strategies
California
$138K
ACA
419
American Capital Advisory
Idaho
$129K +$72 +2 +0.1%
S
420
SignatureFD
Georgia
$116K -$108K -2,975 -50%
SC
421
SouthState Corp
Florida
$110K +$7.24K +200 +8%
FC
422
Fiduciary Counselling
Minnesota
$98.5K
RF
423
Rossby Financial
Florida
$97.6K -$9.56K -264 -10%
FF
424
Finley Financial
Nevada
$94.8K
AAP
425
Arax Advisory Partners
Colorado
$93.9K -$39.5K -1,091 -31%

ESGE Hedge Fund Activity: Q2 2025 in Review

530 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2025, worth a combined $3.66B — up 16% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ESGE positions and 28 closed out — a net gain of 41 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was WIT LLC, adding an estimated $138M. The largest seller was Northern Trust, cutting an estimated $52.9M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2025, up from 498 in Q1 2025.
  • Funds reported $3.66B of iShares ESG Aware MSCI EM ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 69 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2025 and 28 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2025 was WIT LLC, an estimated $138M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2025 was Northern Trust, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2025.