Who Owns EMXF?
iShares ESG Advanced MSCI EM ETF — Institutional Ownership & 13F Holdings
$52.85
-0.23 (-0.43%)
Market Cap
$142.6M
Shares Outstanding
2,450,326
Institutional Holders
45
Total Inst. Value
$29.4M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
13
Closed Positions
6
Increased
14
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $6.5M | 170,404 |
| 2 | Invera Wealth Advisors, LLCNew | $4.3M | 112,737 |
| 3 | BAILARD, INC. | $4.0M | 103,644 |
| 4 | Balanced Rock Investment Advisors LLC | $2.2M | 57,214 |
| 5 | Values Added Financial LLCNew | $1.5M | 39,489 |
| 6 | Walkner Condon Financial Advisors LLC | $1.4M | 36,654 |
| 7 | Atlantic Private Wealth, LLC | $1.3M | 33,857 |
| 8 | LAZARD ASSET MANAGEMENT LLC | $874K | 22,866 |
| 9 | ROYAL BANK OF CANADA | $681K | 17,809 |
| 10 | SageView Advisory Group, LLCNew | $656K | 17,178 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SEI INVESTMENTS CO | +26K | $6.5M |
| Invera Wealth Advisors, LLCNew | +113K | $4.3M |
| BAILARD, INC. | +13K | $4.0M |
| Values Added Financial LLCNew | +39K | $1.5M |
| Walkner Condon Financial Advisors LLC | +747 | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Federation des caisses Desjardins du Quebec | -52K | $24K |
| Balanced Rock Investment Advisors LLC | -6K | $2.2M |
| GOLDMAN SACHS GROUP INC | -3K | $480K |
| RWA WEALTH PARTNERS, LLC | -2K | $2K |
| Pathstone Holdings, LLC | -2K | $418 |
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Frequently Asked Questions
How many institutional investors hold EMXF?
As of Q1 2025, 45 institutional investors report holding EMXF (iShares ESG Advanced MSCI EM ETF) in their 13F filings.
Which hedge fund owns the most EMXF?
The largest institutional holder of EMXF is SEI INVESTMENTS CO with $6.5M in shares.
Are institutions buying or selling EMXF?
This quarter, 13 institutions opened new positions in EMXF and 6 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.