iShares ESG MSCI EM Leaders ETF
LDEM
32 hedge funds and large institutions have $19.4M invested in iShares ESG MSCI EM Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
0.6% more ownership
Funds ownership: 65.28% → 65.88% (+0.6%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
9% less capital invested
Capital invested by funds: $21.4M → $19.4M (-$1.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.18M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$722K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$424K |
| 4 |
AWM
Ariadne Wealth Management
Santa Barbara,
California
|
+$253K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$81.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$830K |
| 2 |
Jane Street
New York
|
-$550K |
| 3 |
JP Morgan Chase
New York
|
-$477K |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$210K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$188K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
26
Cape Investment Advisory
Mcdonough,
Georgia
| $20.5K | – | – | – |
|
|
ACA
27
Aptus Capital Advisors
Fairhope,
Alabama
| $16.7K | -$151K | -3,131 | -89% |
|
|
OSAM
28
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $16.7K | +$17.8K | +368 | New |
|
29
Morgan Stanley
New York
| $13K | +$13.7K | +284 | +14,200% |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $7.3K | – | – | – |
|
31
Jones Financial Companies
Des Peres,
Missouri
| $1.36K | +$1.45K | +30 | New |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $907 | – | – | – |
|
|
RCS
33
Retirement Capital Strategies
San Jose,
California
| – | -$830K | -16,504 | Closed |
|
|
BWG
34
Beta Wealth Group
San Diego,
California
| – | -$210K | -4,181 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$32.3K | -641 | Closed |
|
|
LFA
36
LGT Financial Advisors
Dallas,
Texas
| – | -$17.1K | -340 | Closed |
|
LDEM Hedge Fund Activity: Q4 2024 in Review
32 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q4 2024, worth a combined $19.4M — down 9.2% from $21.4M a quarter earlier.
Fund positioning in LDEM was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $1.18M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $830K sold.
- 32 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $19.4M of iShares ESG MSCI EM Leaders ETF stock for Q4 2024, down 9.2% quarter-over-quarter.
- 4 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q4 2024 was Old Mission Capital, an estimated $1.18M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q4 2024 was Retirement Capital Strategies, an estimated $830K sold.
Based on aggregated 13F filings for Q4 2024.