Who Owns iShares ESG Advanced MSCI EM ETF (EMXF)?Hedge Fund & Institutional Holders

$47.87-0.00 (-0.00%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.000000052290005e+202T

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$34.17$38.86$43.55$48.23$52.92Aug 24May 25Mar 26

EMXF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BAILARD, INC.New Position+112K+$5.2B
Invera Wealth Advisors, LLCNew Position+106K+$4.9B
Values Added Financial LLCNew Position+80K+$3.7B
Atlantic Private Wealth, LLCNew Position+34K+$1.6B
Walkner Condon Financial Advisors LLCNew Position+25K+$1.2B
SUMMIT WEALTH GROUP LLC / CONew Position+8K+$388.0M
Plum Street Advisors, LLCIncreased+8K+$371.1M
SEI INVESTMENTS COIncreased+11K+$346.3M
KWB WealthNew Position+6K+$297.0M
MCCARTER PRIVATE WEALTH SERVICES LLCNew Position+5K+$254.0M
Diversified Trust CoNew Position+5K+$236.0M
Stewardship Advisors, LLCNew Position+4K+$201.0M
Stratos Wealth Partners, LTD.Increased+3K+$161.5M
NBT BANK N A /NYNew Position+3K+$119.0M
RAELIPSKIE PARTNERSHIPNew Position+2K+$100.0M

EMXF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RWA WEALTH PARTNERS, LLCDecreased-3K-$2.8B
Cambridge Financial Group, LLCDecreased-39K-$1.8B
OLD MISSION CAPITAL LLCClosed Position-33K-$1.5B
Cetera Investment AdvisersDecreased-121-$246.5M
GOLDMAN SACHS GROUP INCClosed Position-5K-$216.7M
Main Street Financial Solutions, LLCDecreased-2K-$102.9M
Ally Invest Advisors Inc.Decreased-1K-$43.8M
LAZARD ASSET MANAGEMENT LLCDecreased-1K-$35.2M
Longview Financial Advisors LLCDecreased-58-$1.1M
SageView Advisory Group, LLCDecreased-382-$925K
Pathstone Holdings, LLCDecreased-3K-$534K
Optas, LLCDecreased-72-$-4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SEI INVESTMENTS CO223,853$10.0B0.01%Share
2BAILARD, INC.112,391$5.2B0.12%Share
3Invera Wealth Advisors, LLC106,019$4.9B3.12%Share
4Values Added Financial LLC80,179$3.7B1.57%Share
5Cambridge Financial Group, LLC46,412$2.1B0.73%Share
6Balanced Rock Investment Advisors LLC44,886$2.1B1.48%Share
7Atlantic Private Wealth, LLC33,899$1.6B1.01%Share
8Walkner Condon Financial Advisors LLC25,479$1.2B0.16%Share
9Plum Street Advisors, LLC24,068$1.1B0.40%Share
10LAZARD ASSET MANAGEMENT LLC21,696$1.0B0.00%Share
11Ally Invest Advisors Inc.10,638$494.0M0.03%Share
12Stratos Wealth Partners, LTD.9,536$443.0M0.01%Share
13SUMMIT WEALTH GROUP LLC / CO8,359$388.0M0.05%Share
14Modern Wealth Management, LLC7,909$368.0M0.01%Share
15Asset Dedication, LLC6,552$304.0M0.02%Share
16KWB Wealth6,389$297.0M0.03%Share
17MCCARTER PRIVATE WEALTH SERVICES LLC5,468$254.0M0.11%Share
18Diversified Trust Co5,080$236.0M0.00%Share
19Main Street Financial Solutions, LLC4,736$220.0M0.02%Share
20Stewardship Advisors, LLC4,334$201.0M0.05%Share
21RAELIPSKIE PARTNERSHIP2,159$100.0M0.04%Share
22Longview Financial Advisors LLC1,933$89.0M0.05%Share
23NBT BANK N A /NY1,467$68.0M0.00%Share
24NBT BANK N A /NY1,100$51.0M0.00%Share
25Farther Finance Advisors, LLC210$9.0M0.00%Share
26Triumph Capital Management115$5.0M0.00%Share
27RWA WEALTH PARTNERS, LLC59,898$2.0M0.02%Share
28WOLFF WIESE MAGANA LLC46$2.0M0.00%Share
29BIRCHBROOK, INC.43$2.0M0.00%Share
30UBS Group AG33$1.0M0.00%Share
31Robertson Stephens Wealth Management, LLC16,832$783K0.02%Share
32GOULD ASSET MANAGEMENT LLC /CA/13,025$606K0.11%Share
33RFG Advisory, LLC7,276$338K0.01%Share
34Abacus Planning Group, Inc.7,058$328K0.04%Share
35Optas, LLC5,273$245K0.04%Share
36Talisman Wealth Advisors LLC8,803$213K0.17%Share
37Biltmore Family Office, LLC2,877$133K0.02%Share
38Physician Wealth Advisors, Inc.555$25K0.00%Share
39Timmons Wealth Management, LLC539$25K0.02%Share
40ROYAL BANK OF CANADA6,140$00.00%Share
41ROYAL BANK OF CANADA3,026$00.00%Share
42ROYAL BANK OF CANADA6,050$00.00%Share
43Kestra Advisory Services, LLC780$00.00%Share
44MAI Capital Management8,340$00.00%Share
45Steward Partners Investment Advisory, LLC2,168$00.00%Share
46ROYAL BANK OF CANADA1,467$00.00%Share
47Pathstone Holdings, LLC8,842$00.00%Share
48Aptus Capital Advisors, LLC75$00.00%Share
49Federation des caisses Desjardins du Quebec30$00.00%Share
50MML INVESTORS SERVICES, LLC12,825$00.00%Share

EMXF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202556$36.5B+25
Q3 202531$27.8B-9
Q2 202540$32.0B-5
Q1 202545$30.0B+7
Q4 202438$22.8B+8
Q3 202430$6.0T+1
Q2 202429$2.8T+2
Q1 202427$641.4T—

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As of Q4 2025, 50 institutional investors hold EMXF (iShares ESG Advanced MSCI EM ETF). The largest holder is SEI INVESTMENTS CO with $10.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EMXF?

As of Q4 2025, 50 institutional investors report holding EMXF (iShares ESG Advanced MSCI EM ETF) in their 13F filings.

Who is the largest institutional holder of EMXF?

The largest institutional holder of EMXF is SEI INVESTMENTS CO with $10.0B in shares.

Is institutional ownership of EMXF increasing or decreasing?

This quarter, 12 institutions opened new positions in EMXF and 2 closed their positions.