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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
ITB
501
Idaho Trust Bank
Idaho
-$1.32M -39,648 Closed
KF
502
Krilogy Financial
Missouri
-$1.22M -36,501 Closed
OCM
503
Objective Capital Management
Ohio
-$959K -28,709 Closed
CFGS
504
Concourse Financial Group Securities
Alabama
-$606K -17,765 Closed
ACA
505
Affinity Capital Advisors
California
-$490K -14,597 Closed
FCM
506
Fortis Capital Management
Washington
-$440K -13,176 Closed
TWM
507
Tradition Wealth Management
Minnesota
-$409K -12,242 Closed
ST
508
Spinnaker Trust
Maine
-$322K -9,652 Closed
Massachusetts Financial Services
509
Massachusetts Financial Services
Massachusetts
-$314K -9,402 Closed
IAA
510
Independent Advisor Alliance
North Carolina
-$242K -7,239 Closed
JC
511
JB Capital
Connecticut
-$235K -7,036 Closed
TSS
512
Two Sigma Securities
New York
-$234K -7,023 Closed
NW
513
NewEdge Wealth
Pennsylvania
-$229K -6,851 Closed
CWS
514
Cypress Wealth Services
California
-$229K -6,844 Closed
TF
515
Theory Financial
Colorado
-$223K -6,692 Closed
AFM
516
Armstrong Fleming & Moore
District of Columbia
-$210K -6,298 Closed
Deutsche Bank
517
Deutsche Bank
Germany
-$206K -6,175 Closed
WWG
518
West Wealth Group
California
-$205K -6,137 Closed
JF
519
JSF Financial
California
-$204K -6,112 Closed
Marshall Wace
520
Marshall Wace
United Kingdom
-$201K -6,011 Closed
TWP
521
Tempus Wealth Planning
California
-$201K -6,008 Closed
VWM
522
Venturi Wealth Management
Texas
-$187K -5,603 Closed
EPW
523
Endeavor Private Wealth
Kansas
-$73.9K -2,210 Closed
KIM
524
Kestra Investment Management
Texas
-$65K -1,945 Closed
CAS
525
Coppell Advisory Solutions
Texas
-$46.5K -1,388 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.