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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
VFA
251
Valeo Financial Advisors
Indiana
$957K +$128K +1,583 +16%
TC
252
TownSquare Capital
Utah
$951K +$137K +1,701 +17%
CFG
253
Carr Financial Group
Massachusetts
$950K -$331K -4,107 -26%
CFGA
254
Cambridge Financial Group (Arizona)
Arizona
$946K -$6.13K -76 -0.7%
BFP
255
Brewster Financial Planning
New York
$929K -$32.7K -405 -3%
CAL
256
Capital Analysts LLC
Pennsylvania
$926K -$64K -793 -7%
RCG
257
Regatta Capital Group
California
$921K -$99K -1,227 -10%
WC
258
Weil Company
California
$916K +$431K +5,345 +91%
SFPM
259
Sensible Financial Planning & Management
Massachusetts
$915K -$14.8K -183 -2%
1SB
260
1ST Source Bank
Indiana
$888K +$36.1K +448 +4%
DE
261
Diversified Enterprises
Delaware
$886K +$121K +1,502 +16%
SFP
262
Shepherd Financial Partners
Massachusetts
$884K -$98.8K -1,225 -10%
QCG
263
Quadrant Capital Group
Ohio
$867K
JPG
264
Jordan Park Group
California
$865K -$31.1K -385 -4%
WFAG
265
Wescott Financial Advisory Group
Pennsylvania
$861K -$235K -2,914 -22%
EFL
266
ERn Financial LLC
Wisconsin
$860K +$29.3K +363 +4%
FWP
267
Falcon Wealth Planning
California
$854K +$318K +3,943 +61%
PPW
268
Presilium Private Wealth
Pennsylvania
$851K -$20.6K -255 -2%
BJL
269
Brighton Jones LLC
Washington
$843K -$1.53K -19 -0.2%
BFA
270
Bragg Financial Advisors
North Carolina
$817K +$77.9K +965 +11%
OIA
271
OneDigital Investment Advisors
Kansas
$803K +$38.1K +472 +5%
SIC
272
Sigma Investment Counselors
Michigan
$800K -$27.2K -337 -3%
PAI
273
Pittenger & Anderson Inc
Nebraska
$783K +$234K +2,900 +43%
SP
274
Symmetry Partners
Connecticut
$774K -$11.9K -147 -2%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$767K -$2.26K -28 -0.3%

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.