We are live on ! Find out more
LDEM icon

iShares ESG MSCI EM Leaders ETF

36 hedge funds and large institutions have $19.7M invested in iShares ESG MSCI EM Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding

Funds holding: 2836 (+8)

7% more capital invested

Capital invested by funds: $18.5M → $19.7M (+$1.26M)

1.29% less ownership

Funds ownership: 62.16%60.87% (-1.3%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.14M +$13.6K +243 +0.3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.92M -$2.81K -50 -0.1%
OMC
3
Old Mission Capital
Illinois
$1.54M -$1.67M -29,764 -53%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M +$112K +1,991 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.02M -$121K -2,156 -11%
VAF
6
Values Added Financial
District of Columbia
$988K -$101K -1,805 -10%
Corient Private Wealth
7
Corient Private Wealth
Florida
$908K -$63.3K -1,127 -7%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$808K -$209K -3,720 -21%
MFG
9
Merit Financial Group
Georgia
$696K -$104K -1,852 -14%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$621K +$70.2K +1,250 +13%
BWG
11
Beta Wealth Group
California
$543K -$16.7K -298 -3%
OWA
12
One Wealth Advisors
California
$446K
IAS
13
Integrity Advisory Solutions
Texas
$387K +$369K +6,573 New
M1FG
14
Mach-1 Financial Group
Arkansas
$387K +$369K +6,573 New
Osaic Holdings
15
Osaic Holdings
Arizona
$377K +$359K +6,401 +1,988%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$372K +$617 +11 +0.2%
Jane Street
17
Jane Street
New York
$306K +$292K +5,199 New
AWM
18
Aries Wealth Management
Maine
$293K
AWM
19
Ariadne Wealth Management
California
$288K
Bank of America
20
Bank of America
North Carolina
$272K -$47K -837 -15%
AWM
21
Aprio Wealth Management
Georgia
$231K
FHA
22
Flagship Harbor Advisors
Massachusetts
$212K +$202K +3,603 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$133K -$1.35K -24 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$103K +$6.74K +120 +7%
AA
25
Addison Advisors
Vermont
$81K

LDEM Hedge Fund Activity: Q3 2025 in Review

36 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q3 2025, worth a combined $19.7M — up 6.8% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDEM positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $369K. The largest seller was Old Mission Capital, cutting an estimated $1.67M.

  • 36 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q3 2025, up from 28 in Q2 2025.
  • Funds reported $19.7M of iShares ESG MSCI EM Leaders ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 8 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q3 2025 and 0 closed out, a net change of +8 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q3 2025 was Mach-1 Financial Group, an estimated $369K added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q3 2025 was Old Mission Capital, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2025.