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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
Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.38%
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
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.78M +$1.44M +26,760 +62%
OMC
2
Old Mission Capital
Illinois
$3.02M +$1.51M +27,987 +100%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.68M -$2.26M -41,825 -46%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M -$32.4K -601 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05M -$36.7K -681 -3%
VAF
6
Values Added Financial
District of Columbia
$1M +$287K +5,323 +40%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$940K +$46.4K +860 +5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$892K -$26.6K -494 -3%
MFG
9
Merit Financial Group
Georgia
$737K -$90.1K -1,670 -11%
BWG
10
Beta Wealth Group
California
$513K +$513K +9,514 New
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$501K +$43.1K +800 +9%
OWA
12
One Wealth Advisors
California
$408K -$7.66K -142 -2%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$340K +$2.32K +43 +0.7%
Bank of America
14
Bank of America
North Carolina
$294K -$26.8K -497 -8%
AWM
15
Ariadne Wealth Management
California
$274K -$78.1K -1,380 -22%
AWM
16
Aries Wealth Management
Maine
$269K
AWM
17
Aprio Wealth Management
Georgia
$211K +$211K +3,917 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$123K +$113K +2,118 +1,139%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$88K -$103K -1,913 -54%
AA
20
Addison Advisors
Vermont
$74.2K
EWA
21
EverSource Wealth Advisors
Alabama
$46.7K -$108 -2 -0.2%
CIA
22
Cape Investment Advisory
Georgia
$29.1K +$4.8K +89 +20%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$19.9K
ACA
24
Aptus Capital Advisors
Alabama
$19.9K
Osaic Holdings
25
Osaic Holdings
Arizona
$17.3K -$215 -4 -1%