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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
EWM
476
Evermay Wealth Management
Virginia
$5.45K +$2.23K +64 +70%
1NWS
477
1 North Wealth Services
Maryland
$5.07K +$5.05K +145 New
HDIM
478
Hanson & Doremus Investment Management
Vermont
$5K
Bessemer Group
479
Bessemer Group
New Jersey
$4K
CA
480
Centerpoint Advisors
Massachusetts
$4K +$627 +18 +20%
NWMP
481
Noble Wealth Management PBC
Colorado
$3.79K
RWM
482
Ruedi Wealth Management
Illinois
$3.01K -$418 -12 -12%
OP
483
ORG Partners
Indiana
$3.01K -$42K -1,205 -93%
SWM
484
Spire Wealth Management
Virginia
$2.97K
CIAS
485
Capital Investment Advisory Services
North Carolina
$2.87K
T
486
Tidemark
California
$2.83K
Q1WB
487
Quest 10 Wealth Builders
Virginia
$2.34K
SRCM
488
Signature Resources Capital Management
California
$2.1K
GI
489
GAMMA Investing
California
$1.96K +$1.71K +49 +700%
GWM
490
Grand Wealth Management
Michigan
$1.75K
DRP
491
Decker Retirement Planning
Utah
$1.68K
BC
492
Barrett & Company
Rhode Island
$1.5K
NS
493
NBC Securities
Alabama
$1K +$1.36K +39 New
MWA
494
Medallion Wealth Advisors
Connecticut
$983
FNWA
495
Financial Network Wealth Advisors
Utah
$874 +$871 +25 New
KFI
496
Key Financial Inc
Pennsylvania
$594
RWS
497
Retirement Wealth Solutions
Wisconsin
$270
GWS
498
Glassman Wealth Services
Virginia
$35
KGP
499
Keystone Global Partners
Colorado
$34 +$35 +1 New
EP
500
Essential Planning
New Hampshire
-$6.74M -190,898 Closed

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.