Who Owns iShares ESG MSCI EM Leaders ETF (LDEM)?Hedge Fund & Institutional Holders

$58.15-0.29 (-0.49%)Financial ServicesNASDAQ

Institutional Holders

40

as of Q4 2025

Total Institutional Value

$3.5150003000000956e+103T

% of Float Held

QoQ Change in Holders

+10 / -4

Price History

$43.17$48.55$53.92$59.30$64.67Sep 24Jun 25Mar 26

LDEM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+66K+$3.0B
OLD MISSION CAPITAL LLCIncreased+34K+$2.0B
Values Added Financial LLCNew Position+16K+$952.0M
Farther Finance Advisors, LLCIncreased+2K+$133.3M
Integrity Advisory Solutions, LLCIncreased+848+$43.6M
Morling Financial Advisors, LLCNew Position+462+$26.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+245+$14.0M
Glass Jacobson Investment Advisors llcNew Position+101+$5.0M
Merit Financial Group, LLCNew Position+11K+$626K
One Wealth Advisors, LLCNew Position+8K+$439K
IFC & Insurance Marketing, Inc.New Position+31+$2K
Pathfinder Wealth Consulting, Inc.New Position+5K+$0
JONES FINANCIAL COMPANIES LLLPNew Position+5K+$0
Pathstone Holdings, LLCIncreased+2K+$-371K
Daiwa Securities Group Inc.Increased+2K+$-808K

LDEM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF MONTREAL /CAN/Closed Position-50K-$2.9B
JPMORGAN CHASE & CODecreased-107-$1.0B
Mach-1 Financial Group, LLCClosed Position-7K-$387.4M
Caldwell Trust CoClosed Position-3K-$149.2M
ROYAL BANK OF CANADADecreased-113-$103.0M
Aries Wealth ManagementDecreased-420-$29.5M
Advisory Services Network, LLCClosed Position-94-$5.5M
BANK OF AMERICA CORP /DE/Decreased-109-$271K
Corient Private Wealth LLCDecreased-3K-$163K
MORGAN STANLEYDecreased-19-$4K
Ariadne Wealth Management, LPDecreased-33-$-14.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OLD MISSION CAPITAL LLC60,501$3.5B0.08%Share
2COMMONWEALTH EQUITY SERVICES, LLC65,714$3.0B0.00%Share
3Values Added Financial LLC16,394$952.0M0.40%Share
4Beta Wealth Group, Inc.9,228$536.0M0.22%Share
5Integrity Advisory Solutions, LLC7,421$431.0M0.06%Share
6Ariadne Wealth Management, LP4,807$302.0M0.12%Share
7Aries Wealth Management4,560$264.0M0.06%Share
8Farther Finance Advisors, LLC3,083$179.0M0.00%Share
9Addison Advisors LLC1,375$79.0M0.02%Share
10Morling Financial Advisors, LLC462$26.0M0.01%Share
11FLAGSHIP HARBOR ADVISORS, LLC245$14.0M0.00%Share
12Front Row Advisors LLC215$12.0M0.00%Share
13Glass Jacobson Investment Advisors llc101$5.0M0.00%Share
14CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,992$1.3M0.02%Share
15Corient Private Wealth LLC12,832$745K0.00%Share
16Merit Financial Group, LLC10,774$626K0.01%Share
17One Wealth Advisors, LLC7,566$439K0.05%Share
18Aprio Wealth Management, LLC4,003$232K0.01%Share
19EverSource Wealth Advisors, LLC866$50K0.00%Share
20IFC & Insurance Marketing, Inc.31$2K0.00%Share
21JPMORGAN CHASE & CO3,325$00.00%Share
22Pathfinder Wealth Consulting, Inc.4,748$00.00%Share
23JANE STREET GROUP, LLC5,824$00.00%Share
24Aptus Capital Advisors, LLC368$00.00%Share
25Pathstone Holdings, LLC7,765$00.00%Share
26Pathstone Holdings, LLC116$00.00%Share
27Daiwa Securities Group Inc.15,550$00.00%Share
28MORGAN STANLEY1$00.00%Share
29MORGAN STANLEY58$00.00%Share
30OSAIC HOLDINGS, INC.322$00.00%Share
31OSAIC HOLDINGS, INC.7,215$00.00%Share
32ROYAL BANK OF CANADA1,634$00.00%Share
33O'SHAUGHNESSY ASSET MANAGEMENT, LLC368$00.00%Share
34Cape Investment Advisory, Inc.540$00.00%Share
35BANK OF AMERICA CORP /DE/681$00.00%Share
36BANK OF AMERICA CORP /DE/3,817$00.00%Share
37JONES FINANCIAL COMPANIES LLLP4,628$00.00%Share
38CITIGROUP INC1,910$00.00%Share
39CI INVESTMENTS INC.11,640$00.00%Share
40JPMORGAN CHASE & CO13,873$00.00%Share

LDEM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202535$9.3B+6
Q3 202529$10.8B+2
Q2 202527$15.8B-4
Q1 202531$13.0B+0
Q4 202431$854.5B+9
Q3 202422$3.2T-1
Q2 202423$1.4T-1
Q1 202424$257.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 40 institutional investors hold LDEM (iShares ESG MSCI EM Leaders ETF). The largest holder is OLD MISSION CAPITAL LLC with $3.5B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own LDEM?

As of Q4 2025, 40 institutional investors report holding LDEM (iShares ESG MSCI EM Leaders ETF) in their 13F filings.

Who is the largest institutional holder of LDEM?

The largest institutional holder of LDEM is OLD MISSION CAPITAL LLC with $3.5B in shares.

Is institutional ownership of LDEM increasing or decreasing?

This quarter, 10 institutions opened new positions in LDEM and 4 closed their positions.