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iShares ESG Aware MSCI EM ETF

520 hedge funds and large institutions have $3.65B invested in iShares ESG Aware MSCI EM ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 196 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+27
Holders Change %
+5.48%
% of All Funds
6.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
195
Reduced
196
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$1.04M +$14K +358 +1%
PA
177
Parallel Advisors
California
$1.03M +$29.6K +755 +3%
ADL
178
Asset Dedication LLC
California
$1.01M -$41.6K -1,063 -4%
RFA
179
RTD Financial Advisors
Pennsylvania
$1.01M -$20.4K -522 -2%
TC
180
Trilogy Capital
California
$1M +$17K +433 +2%
UFF
181
USA Financial Formulas
Michigan
$994K +$994K +25,371 New
WP
182
WealthShield Partners
North Carolina
$976K -$449K -11,468 -32%
SAG
183
SageView Advisory Group
California
$966K -$61.8K -1,549 -6%
BRIA
184
Balanced Rock Investment Advisors
Massachusetts
$964K -$150K -3,824 -13%
TC
185
Trust Company
Kansas
$940K -$88.8K -2,266 -9%
OWM
186
Opes Wealth Management
California
$926K -$76.3K -1,949 -8%
EFN
187
Equita Financial Network
Pennsylvania
$896K -$65.2K -1,664 -7%
PFA
188
Pure Financial Advisors
California
$894K +$350K +8,928 +64%
VHAM
189
Van Hulzen Asset Management
California
$876K -$13.7K -349 -2%
GAM
190
Gould Asset Management
California
$873K +$8.23K +210 +1%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$856K +$84.5K +2,134 +11%
EWA
192
EP Wealth Advisors
California
$853K -$638K -16,294 -43%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$852K +$224K +5,707 +36%
ISFAN
194
Investor's Fiduciary Advisor Network
Washington
$849K -$296K -7,567 -26%
CCA
195
Cobblestone Capital Advisors
New York
$827K -$67.3K -1,718 -8%
MIA
196
MainStreet Investment Advisors
Illinois
$811K +$75.8K +1,935 +10%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$803K +$15.1K +385 +2%
HWA
198
Hilltop Wealth Advisors
North Carolina
$794K -$705 -18 -0.1%
OFP
199
OLIO Financial Planning
Virginia
$788K -$18.9K -483 -2%
PWA
200
Physician Wealth Advisors
Utah
$779K -$106K -2,700 -12%