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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

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% less funds holding

Funds holding: 3231 (-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

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
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.46M +$491K +10,300 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.11M -$1.82M -38,166 -47%
OMC
3
Old Mission Capital
Illinois
$1.36M -$1.77M -37,177 -57%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$165K +3,458 +20%
JP Morgan Chase
5
JP Morgan Chase
New York
$981K -$173K -3,625 -15%
Corient Private Wealth
6
Corient Private Wealth
Florida
$830K -$23.8K -499 -3%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$807K +$76.8K +1,610 +11%
MFG
8
Merit Financial Group
Georgia
$747K -$342K -7,162 -32%
VAF
9
Values Added Financial
District of Columbia
$646K +$127K +2,659 +25%
Jane Street
10
Jane Street
New York
$486K -$65.6K -1,375 -12%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$414K -$7.15K -150 -2%
OWA
12
One Wealth Advisors
California
$376K -$105K -2,205 -22%
RCS
13
Retirement Capital Strategies
California
$356K +$349K +7,314 New
AWM
14
Ariadne Wealth Management
California
$311K +$46.7K +979 +19%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$310K +$39.8K +835 +15%
Bank of America
16
Bank of America
North Carolina
$289K -$1.38K -29 -0.5%
AWM
17
Aries Wealth Management
Maine
$243K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$172K +$92.4K +1,937 +121%
AA
19
Addison Advisors
Vermont
$67K -$238 -5 -0.4%
MG
20
Mather Group
Illinois
$46.1K -$1.05K -22 -2%
EWA
21
EverSource Wealth Advisors
Alabama
$42.3K -$1.15K -24 -3%
UBS Group
22
UBS Group
Switzerland
$41.4K +$40.5K +849 New
GJIA
23
Glass Jacobson Investment Advisors
Maryland
$29.7K
CIA
24
Cape Investment Advisory
Georgia
$22K
ACA
25
Aptus Capital Advisors
Alabama
$17.9K

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.