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iShares ESG MSCI EM Leaders ETF

35 hedge funds and large institutions have $19.2M invested in iShares ESG MSCI EM Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0.8% less ownership

Funds ownership: 60.87%60.07% (-0.8%)

2% less capital invested

Capital invested by funds: $19.7M → $19.2M (-$487K)

3% less funds holding

Funds holding: 3635 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.82M -$271K -4,587 -7%
OMC
2
Old Mission Capital
Illinois
$3.52M +$2.03M +34,347 +131%
Corient Private Wealth
3
Corient Private Wealth
Florida
$1.49M +$605K +10,256 +67%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M +$34K +577 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$999K -$6.31K -107 -0.6%
VAF
6
Values Added Financial
District of Columbia
$953K -$22.2K -377 -2%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$904K +$109K +1,840 +13%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$676K +$64.9K +1,100 +10%
MFG
9
Merit Financial Group
Georgia
$626K -$61.2K -1,038 -9%
BWG
10
Beta Wealth Group
California
$536K +$708 +12 +0.1%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$458K +$92.1K +1,561 +25%
OWA
12
One Wealth Advisors
California
$440K
Osaic Holdings
13
Osaic Holdings
Arizona
$438K +$48K +814 +12%
IAS
14
Integrity Advisory Solutions
Texas
$431K +$50K +848 +13%
Jane Street
15
Jane Street
New York
$338K +$36.9K +625 +12%
AWM
16
Ariadne Wealth Management
California
$303K -$1.95K -33 -0.7%
PWC
17
Pathfinder Wealth Consulting
North Carolina
$276K +$280K +4,748 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$269K +$139K +2,348 +103%
AWM
19
Aries Wealth Management
Maine
$265K -$24.8K -420 -8%
Bank of America
20
Bank of America
North Carolina
$261K -$6.43K -109 -2%
AWM
21
Aprio Wealth Management
Georgia
$233K +$5.07K +86 +2%
FFA
22
Farther Finance Advisors
California
$179K +$136K +2,307 +297%
Citigroup
23
Citigroup
New York
$111K +$59.3K +1,006 +111%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$95K -$6.67K -113 -6%
AA
25
Addison Advisors
Vermont
$79.9K

LDEM Hedge Fund Activity: Q4 2025 in Review

35 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q4 2025, worth a combined $19.2M — down 2.5% from $19.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LDEM and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 15 added.

The largest buyer was Old Mission Capital, adding an estimated $2.03M. The largest seller was Bank of Montreal, exiting entirely with an estimated $2.92M sold.

  • 35 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q4 2025, down from 36 in Q3 2025.
  • Funds reported $19.2M of iShares ESG MSCI EM Leaders ETF stock for Q4 2025, down 2.5% quarter-over-quarter.
  • 3 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q4 2025 was Old Mission Capital, an estimated $2.03M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q4 2025 was Bank of Montreal, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2025.