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iShares ESG MSCI EM Leaders ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3232 (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)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.7M +$424K +8,788 +12%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.68M -$188K -3,903 -5%
OMC
3
Old Mission Capital
Illinois
$2.95M +$1.18M +24,544 +61%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.08M -$477K -9,880 -29%
MFG
5
Merit Financial Group
Georgia
$1.02M +$59.6K +1,236 +6%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$797K +$16.5K +343 +2%
Corient Private Wealth
7
Corient Private Wealth
Florida
$795K -$134K -2,772 -14%
Citadel Advisors
8
Citadel Advisors
Florida
$735K +$81.4K +1,688 +12%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$679K +$722K +14,960 New
Jane Street
10
Jane Street
New York
$515K -$550K -11,403 -50%
VAF
11
Values Added Financial
District of Columbia
$481K +$41.2K +854 +9%
OWA
12
One Wealth Advisors
California
$450K -$9.07K -188 -2%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$392K +$16.9K +350 +4%
FTUS
14
Flow Traders U.S.
New York
$382K +$22.1K +459 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$360K +$193 +4 +0.1%
Bank of America
16
Bank of America
North Carolina
$271K +$3.71K +77 +1%
AWM
17
Ariadne Wealth Management
California
$251K +$253K +5,241 New
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$246K +$32.1K +666 +14%
AWM
19
Aries Wealth Management
Maine
$226K
WWP
20
WR Wealth Planners
Missouri
$106K -$146K -3,033 -56%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$73K
AA
22
Addison Advisors
Vermont
$62.6K
MG
23
Mather Group
Illinois
$44K
EWA
24
EverSource Wealth Advisors
Alabama
$40.5K
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$29.7K +$145 +3 +0.5%

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.