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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
AAS
76
Avantax Advisory Services
Texas
$3.18M +$73.9K +2,123 +2%
LGWM
77
Litman Gregory Wealth Management
California
$3.08M +$141K +4,056 +5%
SC
78
Savant Capital
Illinois
$3.06M -$27.2K -782 -0.9%
PAW
79
Plan A Wealth
Nebraska
$3.05M -$626K -17,965 -17%
Comerica Bank
80
Comerica Bank
Texas
$2.87M -$99.4K -2,855 -3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$2.82M +$520K +14,939 +23%
NA
82
NewEdge Advisors
Louisiana
$2.75M +$101K +2,888 +4%
Principal Financial Group
83
Principal Financial Group
Iowa
$2.68M -$799K -22,953 -23%
SPIA
84
Steward Partners Investment Advisory
New York
$2.67M -$254K -7,284 -9%
KOC
85
Koss-Olinger Consulting
Florida
$2.65M +$16.5K +473 +0.6%
AF
86
Allworth Financial
California
$2.62M +$50.1K +1,440 +2%
SAM
87
Synergy Asset Management
Washington
$2.56M +$2.54M +72,871 +26,595%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2.5M -$582K -16,714 -19%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$2.48M -$60.9K -1,750 -2%
CWM
90
Connecticut Wealth Management
Connecticut
$2.45M +$251K +7,206 +11%
RSWM
91
Robertson Stephens Wealth Management
California
$2.43M +$227K +6,515 +10%
Truist Financial
92
Truist Financial
North Carolina
$2.43M +$1.31M +37,695 +119%
ASN
93
Advisory Services Network
Georgia
$2.42M +$30.4K +873 +1%
AssetMark Inc
94
AssetMark Inc
California
$2.42M +$15K +430 +0.6%
Cerity Partners
95
Cerity Partners
New York
$2.38M -$222K -6,380 -9%
AC
96
Apella Capital
Connecticut
$2.27M -$54.7K -1,571 -2%
QCG
97
Quadrant Capital Group
Ohio
$2.2M
Stifel Financial
98
Stifel Financial
Missouri
$2.2M -$123K -3,528 -5%
AG
99
AlTi Global
New York
$2.19M +$73.5K +2,110 +3%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$2.11M -$5.26K -151 -0.2%

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.