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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
BEC
126
Blue Edge Capital
Virginia
$1.59M +$159K +4,553 +11%
WCM Investment Management
127
WCM Investment Management
California
$1.58M
PWM
128
Perigon Wealth Management
California
$1.57M -$673K -19,314 -30%
OFG
129
Omega Financial Group
California
$1.51M +$136K +3,915 +10%
AWA
130
Alaska Wealth Advisors
Alaska
$1.5M -$33K -948 -2%
NA
131
Nottingham Advisors
New York
$1.46M -$567K -16,281 -28%
JFA
132
JNBA Financial Advisors
Minnesota
$1.44M -$98.4K -2,826 -6%
HWA
133
Heritage Wealth Advisors
Virginia
$1.37M +$23.4K +671 +2%
GWS
134
Greykasell Wealth Strategies
California
$1.33M +$20.1K +576 +2%
EWA
135
EP Wealth Advisors
California
$1.33M -$280K -8,038 -17%
JFG
136
JMG Financial Group
Illinois
$1.32M -$162K -4,643 -11%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$1.31M +$1.2M +34,585 +1,153%
CFG
138
Citizens Financial Group
Rhode Island
$1.3M -$15.4K -443 -1%
Amundi
139
Amundi
France
$1.3M +$159K +4,569 +14%
NCM
140
Neumann Capital Management
California
$1.3M -$41.8K -1,200 -3%
WP
141
WealthShield Partners
North Carolina
$1.27M -$24.4K -702 -2%
FPAS
142
Focus Partners Advisor Solutions
Missouri
$1.27M +$463K +13,302 +58%
BCI
143
Brinker Capital Investments
Pennsylvania
$1.26M +$24.6K +705 +2%
OPS
144
Orion Portfolio Solutions
Nebraska
$1.26M +$24.6K +705 +2%
XPN
145
XY Planning Network
Montana
$1.26M -$45.9K -1,319 -4%
3AM
146
3EDGE Asset Management
Florida
$1.25M -$252K -7,237 -17%
HHGA
147
Halbert Hargrove Global Advisors
California
$1.23M +$18.4K +527 +2%
WA
148
Wealth Architects
California
$1.22M +$12.5K +360 +1%
IFWM
149
Institute for Wealth Management
Colorado
$1.21M -$14.2K -407 -1%
TFCP
150
Twin Focus Capital Partners
Massachusetts
$1.2M -$89.9K -2,582 -7%

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.