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iShares ESG Aware MSCI EAFE ETF

606 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 44 funds opening new positions, 191 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $6.58B → $7.03B (+$451M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% less funds holding

Funds holding: 607606 (-1)

2.61% less ownership

Funds ownership: 81.85%79.24% (-2.6%)

25% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 253

Holders
606
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.13%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
44
Increased
191
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
226
Prime Capital Investment Advisors
Kansas
$1.12M +$1.1M +13,689 New
HNB
227
Huntington National Bank
Ohio
$1.12M
PCA
228
Pallas Capital Advisors
Massachusetts
$1.11M -$49.5K -614 -4%
WRPWM
229
Werba Rubin Papier Wealth Management
California
$1.1M +$4.36K +54 +0.4%
RCS
230
Retirement Capital Strategies
California
$1.1M +$1.09M +13,448 New
MCM
231
Mendel Capital Management
Arkansas
$1.09M -$25.2K -312 -2%
AWM
232
Aprio Wealth Management
Georgia
$1.09M -$19.9K -247 -2%
AIFS
233
A&I Financial Services
Colorado
$1.08M +$92.6K +1,147 +10%
SWA
234
Sax Wealth Advisors
New Jersey
$1.07M -$128K -1,590 -11%
HAG
235
HF Advisory Group
Maryland
$1.06M +$111K +1,370 +12%
ADL
236
Asset Dedication LLC
California
$1.04M -$55.2K -684 -5%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$1.03M +$68.2K +845 +7%
IAG
238
Ipsen Advisor Group
Arkansas
$1.03M -$76.3K -946 -7%
NL
239
NEPC LLC
Massachusetts
$1.02M +$453K +5,617 +82%
CT
240
Coastline Trust
Rhode Island
$1.02M +$5.57K +69 +0.6%
ACM
241
Armbruster Capital Management
New York
$1.01M +$30.3K +375 +3%
RPSA
242
Richard P. Slaughter Associates
Texas
$1.01M +$151K +1,868 +18%
AIM
243
Acropolis Investment Management
Missouri
$1.01M -$6.86K -85 -0.7%
SWP
244
Stratos Wealth Partners
Ohio
$1.01M +$43.7K +541 +5%
SAS
245
Sage Advisory Services
Texas
$1.01M
SDWMA
246
Schneider Downs Wealth Management Advisors
Pennsylvania
$999K +$58.1K +720 +6%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$984K +$58.5K +725 +6%
EFG
248
Elios Financial Group
Ohio
$983K -$57.3K -710 -6%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$981K +$40.8K +506 +4%
CFP
250
Cascade Financial Partners
California
$973K -$202K -2,500 -17%

ESGD Hedge Fund Activity: Q1 2025 in Review

606 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2025, worth a combined $7.03B — up 6.9% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGD positions and 33 closed out — a net gain of 11 holders — while 191 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $74.9M. The largest seller was Ameriprise, cutting an estimated $57.8M.

  • 606 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2025, down from 607 in Q4 2024.
  • Funds reported $7.03B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2025 and 33 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2025 was Bank of America, an estimated $74.9M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2025 was Ameriprise, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.