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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
FC
276
Forte Capital
New York
$751K +$463K +5,734 +166%
LFA
277
Level Financial Advisors
New York
$741K
OGF
278
Orin Green Financial
California
$732K +$732K +9,070 New
AFG
279
Atomi Financial Group
New York
$731K -$216K -2,671 -23%
MCCA
280
Mill Creek Capital Advisors
Pennsylvania
$729K
AAM
281
Ameraudi Asset Management
New York
$726K
PP
282
PDS Planning
Ohio
$722K +$8.07K +100 +1%
BIA
283
Bell Investment Advisors
California
$720K -$8.07K -100 -1%
KWA
284
Kingswood Wealth Advisors
California
$720K -$8.63K -107 -1%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$716K +$60.6K +751 +9%
WWM
286
Western Wealth Management
Colorado
$709K +$25.3K +314 +4%
WSWA
287
Warren Street Wealth Advisors
California
$699K
SG
288
Sharper & Granite
California
$698K -$1.7K -21 -0.2%
CC
289
Courier Capital
New York
$696K +$403K +4,998 +142%
SW
290
SVB Wealth
Massachusetts
$693K
BHIA
291
Birch Hill Investment Advisors
Massachusetts
$693K -$39.7K -492 -5%
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$686K +$32.3K +400 +5%
Comerica Bank
293
Comerica Bank
Texas
$682K -$324K -4,012 -32%
PFM
294
Peak Financial Management
Massachusetts
$666K -$16.5K -205 -2%
AAS
295
Avantax Advisory Services
Texas
$662K +$4.12K +51 +0.6%
JWM
296
JFG Wealth Management
Colorado
$660K
CPP
297
Capasso Planning Partners
South Carolina
$650K -$16.2K -201 -2%
HSWS
298
Higgins & Schmidt Wealth Strategies
Colorado
$640K -$42.5K -527 -6%
WT
299
Whittier Trust
California
$628K -$184K -2,282 -23%
PWM
300
Penobscot Wealth Management
Maine
$616K +$608K +7,539 New

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.