iShares ESG MSCI EM Leaders ETF
LDEM
31 hedge funds and large institutions have $16.3M invested in iShares ESG MSCI EM Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% less funds holding
Funds holding: 32 → 31 (-1)
5.26% less ownership
Funds ownership: 65.88% → 60.63% (-5.3%)
16% less capital invested
Capital invested by funds: $19.4M → $16.3M (-$3.19M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$491K |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$349K |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$165K |
| 4 |
VAF
Values Added Financial
Washington,
District of Columbia
|
+$127K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$92.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.82M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$735K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$382K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$360K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
26
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $17.9K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $15.9K | +$15.5K | +326 | New |
|
28
Morgan Stanley
New York
| $13.9K | – | – | – |
|
|
FRA
29
Front Row Advisors
Tiburon,
California
| $10.5K | +$10.3K | +215 | New |
|
30
Jones Financial Companies
Des Peres,
Missouri
| $9.04K | +$7.44K | +156 | +520% |
|
31
Citigroup
New York
| $4.73K | +$4.63K | +97 | New |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$735K | -16,201 | Closed |
|
|
FTUS
33
Flow Traders U.S.
New York
| – | -$382K | -8,419 | Closed |
|
|
34
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$360K | -7,940 | Closed |
|
|
FFA
35
Farther Finance Advisors
San Francisco,
California
| – | -$7.3K | -161 | Closed |
|
LDEM Hedge Fund Activity: Q1 2025 in Review
31 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q1 2025, worth a combined $16.3M — down 16% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LDEM positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $491K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.82M.
- 31 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q1 2025, down from 32 in Q4 2024.
- Funds reported $16.3M of iShares ESG MSCI EM Leaders ETF stock for Q1 2025, down 16% quarter-over-quarter.
- 5 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q1 2025 was Bank of Montreal, an estimated $491K added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2025.