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iShares ESG Aware MSCI EAFE ETF
ESGD

642 hedge funds and large institutions have $7.9B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 274 increasing their positions, 177 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 177

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $7.61B → $7.9B (+$291M)

0% more funds holding

Funds holding: 641 → 642 (+1)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

0.35% less ownership

Funds ownership: 78.09% → 77.74% (-0.35%)

Holders
642
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
50
Increased
274
Reduced
177
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$24.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
5
BPA
Beacon Pointe Advisors
California
+$12.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45M
3
Citigroup
Citigroup
New York
-$27.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$16.9M
5
Northern Trust
Northern Trust
Illinois
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$1.48M +$328K +3,624 +29%
W
227
WealthCollab
Washington
$1.47M – – –
SAS
228
Sage Advisory Services
Texas
$1.43M -$905 -10 -0.1%
RF
229
RHS Financial
California
$1.39M -$25.6K -283 -2%
WC
230
Weil Company
California
$1.39M +$3.62K +40 +0.3%
MCM
231
MAI Capital Management
Ohio
$1.36M +$614K +6,786 +87%
PFA
232
Pure Financial Advisors
California
$1.35M -$68K -752 -5%
CAL
233
Capital Analysts LLC
Pennsylvania
$1.34M +$50.7K +560 +4%
FWP
234
Falcon Wealth Planning
California
$1.34M +$240K +2,649 +23%
CT
235
Coastline Trust
Rhode Island
$1.34M +$61.3K +677 +5%
PIA
236
Perennial Investment Advisors
California
$1.33M +$4.25K +47 +0.3%
CWMK
237
Caliber Wealth Management (Kansas)
Kansas
$1.31M +$15.5K +171 +1%
OFG
238
Omega Financial Group
California
$1.31M -$38.8K -429 -3%
SDWMA
239
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.31M – – –
MCM
240
Mendel Capital Management
Arkansas
$1.3M – – –
BCI
241
Brinker Capital Investments
Pennsylvania
$1.28M +$409K +4,517 +49%
AIFS
242
A&I Financial Services
Colorado
$1.28M +$3.17K +35 +0.3%
SWP
243
Stratos Wealth Partners
Ohio
$1.27M +$84.7K +936 +7%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$1.26M +$203K +2,240 +20%
WFAG
245
Wescott Financial Advisory Group
Pennsylvania
$1.21M +$71.8K +794 +6%
AWM
246
Aprio Wealth Management
Georgia
$1.2M +$9.68K +107 +0.8%
WRPWM
247
Werba Rubin Papier Wealth Management
California
$1.18M -$72.4K -800 -6%
HAG
248
HF Advisory Group
Maryland
$1.16M +$65.8K +727 +6%
NL
249
NEPC LLC
Massachusetts
$1.16M – – –
SWA
250
Sax Wealth Advisors
New Jersey
$1.16M +$35K +387 +3%
8 9
10
11 12

ESGD Hedge Fund Activity: Q3 2025 in Review

642 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2025, worth a combined $7.9B — up 3.8% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESGD positions and 33 closed out — a net gain of 17 holders — while 274 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $31.7M. The largest seller was Envestnet Asset Management, cutting an estimated $56.7M.

  • 642 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2025, up from 641 in Q2 2025.
  • Funds reported $7.9B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2025 and 33 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $31.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2025.