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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
RFA
176
RTD Financial Advisors
Pennsylvania
$918K +$7.63K +219 +0.8%
TC
177
Trust Company
Kansas
$918K -$50.6K -1,452 -5%
KAS
178
Kestra Advisory Services
Texas
$913K -$179K -5,132 -16%
SAG
179
SageView Advisory Group
California
$900K -$578K -16,605 -39%
OWM
180
Opes Wealth Management
California
$894K -$156K -4,485 -15%
PA
181
Parallel Advisors
California
$891K -$80.8K -2,319 -8%
TC
182
Trilogy Capital
California
$880K +$67.1K +1,927 +8%
EFN
183
Equita Financial Network
Pennsylvania
$858K +$85K +2,442 +11%
FFN
184
Focus Financial Network
Minnesota
$849K +$63.2K +1,814 +8%
VCM
185
Vision Capital Management
Oregon
$832K -$72.8K -2,091 -8%
EFG
186
Elios Financial Group
Ohio
$813K -$26K -748 -3%
CCA
187
Cobblestone Capital Advisors
New York
$798K +$138K +3,951 +21%
VHAM
188
Van Hulzen Asset Management
California
$794K +$29.4K +843 +4%
PWA
189
Physician Wealth Advisors
Utah
$789K -$5.22K -150 -0.7%
GAM
190
Gould Asset Management
California
$772K -$20.8K -597 -3%
HWM
191
HB Wealth Management
Georgia
$763K +$36.4K +1,045 +5%
MWM
192
Mascoma Wealth Management
New Hampshire
$752K -$79.8K -2,292 -10%
G
193
GenTrust
Florida
$749K
AWM
194
Avior Wealth Management
Nebraska
$729K -$123K -3,531 -14%
OFP
195
OLIO Financial Planning
Virginia
$720K +$19.3K +553 +3%
HWA
196
Hilltop Wealth Advisors
North Carolina
$709K -$15.8K -454 -2%
RCG
197
Regatta Capital Group
California
$705K -$66.3K -1,904 -9%
JPG
198
Jordan Park Group
California
$703K +$17.1K +492 +3%
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$703K -$105K -3,005 -13%
FIM
200
Freedom Investment Management
Connecticut
$702K +$199K +5,705 +40%

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.