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iShares ESG MSCI EM Leaders ETF

28 hedge funds and large institutions have $18.5M invested in iShares ESG MSCI EM Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $16.3M → $18.5M (+$2.2M)

1.53% more ownership

Funds ownership: 60.63%62.16% (+1.5%)

10% less funds holding

Funds holding: 3128 (-3)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.78M +$1.35M +26,760 +62%
OMC
2
Old Mission Capital
Illinois
$3.02M +$1.41M +27,987 +100%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.68M -$2.1M -41,825 -46%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M -$30.2K -601 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.05M -$34.2K -681 -3%
VAF
6
Values Added Financial
District of Columbia
$1M +$268K +5,323 +40%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$940K +$43.3K +860 +5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$892K -$24.8K -494 -3%
MFG
9
Merit Financial Group
Georgia
$737K -$84K -1,670 -11%
BWG
10
Beta Wealth Group
California
$513K +$478K +9,514 New
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$501K +$40.2K +800 +9%
OWA
12
One Wealth Advisors
California
$408K -$7.14K -142 -2%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$340K +$2.16K +43 +0.7%
Bank of America
14
Bank of America
North Carolina
$294K -$25K -497 -8%
AWM
15
Ariadne Wealth Management
California
$274K -$69.4K -1,380 -22%
AWM
16
Aries Wealth Management
Maine
$269K
AWM
17
Aprio Wealth Management
Georgia
$211K +$197K +3,917 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$123K +$107K +2,118 +1,139%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$88K -$96.2K -1,913 -54%
AA
20
Addison Advisors
Vermont
$74.2K
EWA
21
EverSource Wealth Advisors
Alabama
$46.7K -$101 -2 -0.2%
CIA
22
Cape Investment Advisory
Georgia
$29.1K +$4.48K +89 +20%
ACA
23
Aptus Capital Advisors
Alabama
$19.9K
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$19.9K
Osaic Holdings
25
Osaic Holdings
Arizona
$17.3K -$201 -4 -1%

LDEM Hedge Fund Activity: Q2 2025 in Review

28 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q2 2025, worth a combined $18.5M — up 14% from $16.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LDEM and 2 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Old Mission Capital, adding an estimated $1.41M. The largest seller was Bank of Montreal, cutting an estimated $2.1M.

  • 28 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q2 2025, down from 31 in Q1 2025.
  • Funds reported $18.5M of iShares ESG MSCI EM Leaders ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 2 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q2 2025 and 5 closed out, a net change of -3 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q2 2025 was Old Mission Capital, an estimated $1.41M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q2 2025 was Bank of Montreal, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2025.