Who Owns LDEM?
iShares ESG MSCI EM Leaders ETF — Institutional Ownership & 13F Holdings
$61.45
+0.17 (+0.29%)
Market Cap
$35.1M
Shares Outstanding
509,363
Institutional Holders
31
Total Inst. Value
$11.7M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
7
Closed Positions
7
Increased
7
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF MONTREAL /CAN/ | $4.5M | 91,444 |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.0M | 21,025 |
| 3 | JPMORGAN CHASE & CO | $980K | 20,142 |
| 4 | Daiwa Securities Group Inc. | $807K | 16,570 |
| 5 | Merit Financial Group, LLC | $747K | 15,334 |
| 6 | Values Added Financial LLCNew | $646K | 13,253 |
| 7 | JANE STREET GROUP, LLC | $496K | 10,171 |
| 8 | CI INVESTMENTS INC. | $414K | 8,490 |
| 9 | One Wealth Advisors, LLC | $375K | 7,708 |
| 10 | RETIREMENT CAPITAL STRATEGIESNew | $356K | 7,314 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF MONTREAL /CAN/ | +10K | $4.5M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | +3K | $1.0M |
| Daiwa Securities Group Inc. | +2K | $807K |
| Values Added Financial LLCNew | +13K | $646K |
| RETIREMENT CAPITAL STRATEGIESNew | +7K | $356K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -38K | $2K |
| OLD MISSION CAPITAL LLC | -37K | $1K |
| Merit Financial Group, LLC | -7K | $747K |
| JPMORGAN CHASE & CO | -4K | $980K |
| One Wealth Advisors, LLC | -2K | $375K |
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Frequently Asked Questions
How many institutional investors hold LDEM?
As of Q1 2025, 31 institutional investors report holding LDEM (iShares ESG MSCI EM Leaders ETF) in their 13F filings.
Which hedge fund owns the most LDEM?
The largest institutional holder of LDEM is BANK OF MONTREAL /CAN/ with $4.5M in shares.
Are institutions buying or selling LDEM?
This quarter, 7 institutions opened new positions in LDEM and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.