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iShares ESG MSCI EM Leaders ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.46M +$502K +10,300 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.11M -$1.86M -38,166 -47%
OMC
3
Old Mission Capital
Illinois
$1.36M -$1.81M -37,177 -57%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$168K +3,458 +20%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$981K -$177K -3,625 -15%
Corient Private Wealth
6
Corient Private Wealth
Florida
$830K -$24.3K -499 -3%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$807K +$78.4K +1,610 +11%
MFG
8
Merit Financial Group
Georgia
$747K -$349K -7,162 -32%
VAF
9
Values Added Financial
District of Columbia
$646K +$130K +2,659 +25%
Jane Street
10
Jane Street
New York
$486K -$67K -1,375 -12%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$414K -$7.31K -150 -2%
OWA
12
One Wealth Advisors
California
$376K -$107K -2,205 -22%
RCS
13
Retirement Capital Strategies
California
$356K +$356K +7,314 New
AWM
14
Ariadne Wealth Management
California
$311K +$49K +979 +19%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$310K +$41.3K +835 +15%
Bank of America
16
Bank of America
North Carolina
$289K -$1.41K -29 -0.5%
AWM
17
Aries Wealth Management
Maine
$243K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$172K +$94.1K +1,937 +121%
AA
19
Addison Advisors
Vermont
$67K -$244 -5 -0.4%
MG
20
Mather Group
Illinois
$46.1K -$1.07K -22 -2%
EWA
21
EverSource Wealth Advisors
Alabama
$42.3K -$1.17K -24 -3%
UBS Group
22
UBS Group
Switzerland
$41.4K +$41.4K +849 New
GJIA
23
Glass Jacobson Investment Advisors
Maryland
$29.7K
CIA
24
Cape Investment Advisory
Georgia
$22K
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$17.9K