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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $3.66B invested in iShares ESG Aware MSCI EM ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $3.17B → $3.66B (+$493M)

6% more funds holding

Funds holding: 498530 (+32)

3.22% more ownership

Funds ownership: 69.87%73.09% (+3.2%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
530
Holders Change
+32
Holders Change %
+6.43%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
69
Increased
196
Reduced
200
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
201
OLIO Financial Planning
Virginia
$788K -$17.5K -483 -2%
PWA
202
Physician Wealth Advisors
Utah
$779K -$97.8K -2,700 -12%
JPG
203
Jordan Park Group
California
$778K -$8.76K -242 -1%
AAM
204
Ameraudi Asset Management
New York
$756K +$217K +5,993 +45%
RCG
205
Regatta Capital Group
California
$751K -$35.7K -986 -5%
SW
206
SoFi Wealth
California
$742K +$226K +6,243 +49%
CAM
207
Cresset Asset Management
Illinois
$736K +$36 +1 +0%
DAS
208
Diversify Advisory Services
Utah
$734K +$76.3K +2,108 +13%
DRP
209
Decker Retirement Planning
Utah
$730K +$673K +18,598 +38,746%
WS
210
Wedbush Securities
California
$730K +$22.2K +614 +3%
FIM
211
Freedom Investment Management
Connecticut
$728K -$54.1K -1,494 -7%
PA
212
Parkside Advisors
California
$714K -$7.31K -202 -1%
PA
213
Prism Advisors
California
$709K +$655K +18,093 New
MFA
214
Morling Financial Advisors
California
$707K -$3.26K -90 -0.5%
MWM
215
Mascoma Wealth Management
New Hampshire
$702K -$130K -3,580 -17%
AGWCA
216
Annis Gardner Whiting Capital Advisors
Florida
$702K +$150K +4,137 +30%
PWMG
217
Private Wealth Management Group
New Jersey
$702K -$9.85K -272 -1%
HNB
218
Huntington National Bank
Ohio
$693K
MOS
219
MGO One Seven
Ohio
$680K +$121K +3,345 +24%
Citadel Advisors
220
Citadel Advisors
Florida
$672K -$3.82M -105,600 -86%
WT
221
Whittier Trust
California
$668K
BDFN
222
Bond & Devick Financial Network
Minnesota
$667K
WLIM
223
White Lighthouse Investment Management
Massachusetts
$663K -$46.1K -1,274 -7%
CB
224
Commerce Bank
Missouri
$659K -$43.4K -1,200 -7%
APW
225
Austin Private Wealth
Texas
$655K +$26.4K +730 +5%

ESGE Hedge Fund Activity: Q2 2025 in Review

530 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2025, worth a combined $3.66B — up 16% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ESGE positions and 28 closed out — a net gain of 41 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was WIT LLC, adding an estimated $138M. The largest seller was Northern Trust, cutting an estimated $52.9M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2025, up from 498 in Q1 2025.
  • Funds reported $3.66B of iShares ESG Aware MSCI EM ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 69 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2025 and 28 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2025 was WIT LLC, an estimated $138M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2025 was Northern Trust, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2025.