iShares ESG MSCI EM Leaders

LDEM • NASDAQ

iShares ESG MSCI EM Leaders is an exchange-traded fund on NASDAQ. As of Q3 2025, 35 institutional investors hold shares in this ETF, with total holdings valued at $19.7M. COMMONWEALTH EQUITY SERVICES, LLC. is the largest holder with a position valued at $4.1M.

Overview

Overview of institutional ownership in LDEM as of Q3 2025

All Institutions

Institutions: 35
Value Held: $19.7M
Shares Held: 334.2K
Avg Position: $562.2K
Median Position: $293.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in LDEM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$4.1M 0.01% of portfolio	70.3K shares	Q2 2021 Held for 4y 5m	$71.1B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$2.9M 0.00% of portfolio	49.6K shares	Q2 2021 Held for 4y 5m	$227.19B
O OLD MISSION CAPITAL LLC Institution	-	$1.5M 0.06% of portfolio	26.2K shares	Q2 2021 Held for 4y 5m	$2.4B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	William Clayton Bland CEO	$1.3M 0.02% of portfolio	22.4K shares	Q2 2021 Held for 4y 5m	$6.3B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.0M 0.00% of portfolio	17.3K shares	Q4 2021 Held for 3y 11m	$1.56T
Values Added Financial LLC RIA/Wealth	Zachary Teutsch Managing Partner	$988.4K 0.44% of portfolio	16.8K shares	Q2 2023 Held for 2y 5m	$224.9M
C CI Private Wealth, LLC RIA/Wealth	Kurt Macalpine CEO	$908.0K 0.00% of portfolio	15.4K shares	Q4 2022 Held for 2y 11m	$63.4B
D Daiwa Securities Group Inc. Institution	-	$808.0K 0.00% of portfolio	13.7K shares	Q4 2024 Held for 11 months	$28.7B
Merit Financial Group, LLC RIA/Wealth	Rick Lee Kent CEO	$696.1K 0.01% of portfolio	11.8K shares	Q1 2022 Held for 3y 8m	$10.7B
C CI INVESTMENTS INC. Institution	-	$621.2K 0.00% of portfolio	10.5K shares	Q3 2021 Held for 4y 2m	$26.9B

Net Capital Flow

Institutional buying and selling activity for LDEM in Q3 2025

Traded: −$437.4K
Buyers: 15
Sellers: 11
Total Bought: +$2.0M
Total Sold: −$2.5M
Avg Position: $562.2K

Biggest Buyers

Institution	Net Bought	Current Position
Integrity Advisory Solutions, LLC RIA/Wealth	+$387.4K +6.6K shares	$387.4K 6.6K shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$387.4K +6.6K shares	$387.4K 6.6K shares
A Advisor Group Holdings, Inc. Institution	+$359.3K +6.4K shares	$377.4K 6.7K shares
J JANE STREET GROUP, LLC Institution	+$306.4K +5.2K shares	$306.4K 5.2K shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	+$212.3K +3.6K shares	$212.3K 3.6K shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	+$117.3K +2.0K shares	$1.3M 22.4K shares
C CI INVESTMENTS INC. Institution	+$73.7K +1.3K shares	$621.2K 10.5K shares
MATHER GROUP, INC. RIA/Wealth	+$55.8K +947.0 shares	$55.8K 947.0 shares
Farther Finance Advisors, LLC RIA/Wealth	+$45.7K +776.0 shares	$45.7K 776.0 shares
CITIGROUP INC Institution	+$38.6K +655.0 shares	$53.3K 904.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
O OLD MISSION CAPITAL LLC Institution	−$1.8M −29.8K shares	$1.5M 26.2K shares
D Daiwa Securities Group Inc. Institution	−$219.2K −3.7K shares	$808.0K 13.7K shares
JPMORGAN CHASE & CO Institution	−$127.1K −2.2K shares	$1.0M 17.3K shares
Merit Financial Group, LLC RIA/Wealth	−$109.1K −1.9K shares	$696.1K 11.8K shares
Values Added Financial LLC RIA/Wealth	−$106.4K −1.8K shares	$988.4K 16.8K shares
C CI Private Wealth, LLC RIA/Wealth	−$66.4K −1.1K shares	$908.0K 15.4K shares
BANK OF AMERICA CORP /DE/ Institution	−$49.3K −837.0 shares	$271.5K 4.6K shares
Beta Wealth Group, Inc. RIA/Wealth	−$17.6K −298.0 shares	$543.1K 9.2K shares
BANK OF MONTREAL /CAN/ Institution	−$2.9K −50.0 shares	$2.9M 49.6K shares
J JONES FINANCIAL COMPANIES LLLP Institution	−$1.4K −24.0 shares	$132.9K 2.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LDEM in Q3 2025

New Positions: 3
New Value: $987.1K
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
Mach-1 Financial Group, Inc. RIA/Wealth	$387.4K 6.6K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$387.4K 6.6K shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	$212.3K 3.6K shares

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in LDEM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LDEM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Values Added Financial LLC RIA/Wealth	Zachary Teutsch Managing Partner	0.44% $988.4K	16.8K shares	Q2 2023 Held for 2y 5m	$224.9M
Beta Wealth Group, Inc. RIA/Wealth	Jodi Trabbic Vleck President	0.23% $543.1K	9.2K shares	Q2 2025 Held for 5 months	$238.4M
A Ariadne Wealth Management, LP RIA/Wealth	Gene Lewis Dongieux CCO	0.13% $287.6K	4.8K shares	Q4 2024 Held for 11 months	$223.1M
Aries Wealth Management RIA/Wealth	Jason Gregory Viola Managing Partner	0.07% $293.5K	5.0K shares	Q1 2024 Held for 1y 8m	$422.4M
O OLD MISSION CAPITAL LLC Institution	-	0.06% $1.5M	26.2K shares	Q2 2021 Held for 4y 5m	$2.4B
Mach-1 Financial Group, Inc. RIA/Wealth	Matthew Jordan Walters CEO	0.06% $387.4K	6.6K shares	Q3 2025 Held for 2 months	$621.8M
Integrity Advisory Solutions, LLC RIA/Wealth	Brian Edward Aukes President	0.06% $387.4K	6.6K shares	Q3 2025 Held for 2 months	$621.8M
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	0.06% $445.9K	7.6K shares	Q3 2021 Held for 4y 2m	$784.0M
Aprio Wealth Management, LLC RIA/Wealth	Keith M Greenwald Managing Partner	0.02% $230.8K	3.9K shares	Q2 2025 Held for 5 months	$1.0B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	William Clayton Bland CEO	0.02% $1.3M	22.4K shares	Q2 2021 Held for 4y 5m	$6.3B