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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

603 hedge funds and large institutions have $7.03B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 190 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
252
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$869M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$586M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$208M
4
BDFN
Bond & Devick Financial Network
Minnesota
$24.3M
5
EB
Eastern Bank
Massachusetts
$20M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$106M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$350M
3
Morgan Stanley
Morgan Stanley
New York
$397M
4
ST
Spinnaker Trust
Maine
$86.2M
5
UBS Group
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$1.12M -$1.08M – –
PCA
227
Pallas Capital Advisors
Massachusetts
$1.11M -$50.2K -614 -4%
WRPWM
228
Werba Rubin Papier Wealth Management
California
$1.1M +$4.41K +54 +0.4%
RCS
229
Retirement Capital Strategies
California
$1.1M +$1.1M +13,448 New
MCM
230
Mendel Capital Management
Arkansas
$1.09M -$25.5K -312 -2%
AWM
231
Aprio Wealth Management
Georgia
$1.09M -$20.2K -247 -2%
AIFS
232
A&I Financial Services
Colorado
$1.08M +$93.7K +1,147 +10%
SWA
233
Sax Wealth Advisors
New Jersey
$1.07M -$130K -1,590 -11%
HAG
234
HF Advisory Group
Maryland
$1.06M +$112K +1,370 +12%
ADL
235
Asset Dedication LLC
California
$1.04M -$55.9K -684 -5%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$1.03M +$69K +845 +7%
IAG
237
Ipsen Advisor Group
Arkansas
$1.03M -$77.3K -946 -7%
NL
238
NEPC LLC
Massachusetts
$1.02M +$459K +5,617 +82%
CT
239
Coastline Trust
Rhode Island
$1.02M +$5.64K +69 +0.6%
ACM
240
Armbruster Capital Management
New York
$1.01M +$30.6K +375 +3%
RPSA
241
Richard P. Slaughter Associates
Texas
$1.01M +$153K +1,868 +18%
AIM
242
Acropolis Investment Management
Missouri
$1.01M -$6.94K -85 -0.7%
SWP
243
Stratos Wealth Partners
Ohio
$1.01M +$44.2K +541 +5%
SAS
244
Sage Advisory Services
Texas
$1.01M – – –
SDWMA
245
Schneider Downs Wealth Management Advisors
Pennsylvania
$999K +$58.8K +720 +6%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$984K +$59.2K +725 +6%
EFG
247
Elios Financial Group
Ohio
$983K -$58K -710 -6%
Kovitz Investment Group Partners
248
Kovitz Investment Group Partners
Illinois
$981K +$41.3K +506 +4%
CFP
249
Cascade Financial Partners
California
$973K -$204K -2,500 -17%
VFA
250
Valeo Financial Advisors
Indiana
$957K +$129K +1,583 +16%
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