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iShares ESG Aware MSCI EAFE ETF

641 hedge funds and large institutions have $7.61B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 265 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 195

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more capital invested

Capital invested by funds: $7.03B → $7.61B (+$583M)

6% more funds holding

Funds holding: 606641 (+35)

1.15% less ownership

Funds ownership: 79.24%78.09% (-1.2%)

Holders
641
Holders Change
+35
Holders Change %
+5.78%
% of All Funds
8.44%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
72
Increased
265
Reduced
195
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
276
Bragg Financial Advisors
North Carolina
$907K +$14K +164 +2%
RCG
277
Regatta Capital Group
California
$898K -$103K -1,209 -11%
EFL
278
ERn Financial LLC
Wisconsin
$884K -$52.4K -615 -6%
SIC
279
Sigma Investment Counselors
Michigan
$874K
SWM
280
SigFig Wealth Management
California
$872K +$835K +9,790 New
XPN
281
XY Planning Network
Montana
$863K +$824K +9,669 New
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$851K +$12.8K +150 +2%
PAI
283
Pittenger & Anderson Inc
Nebraska
$832K -$22.2K -260 -3%
JPG
284
Jordan Park Group
California
$831K -$109K -1,274 -12%
BCI
285
Brinker Capital Investments
Pennsylvania
$829K +$461K +5,410 +139%
FC
286
Forte Capital
New York
$820K
AAS
287
Avantax Advisory Services
Texas
$819K +$92.2K +1,081 +13%
CC
288
Courier Capital
New York
$811K +$48.5K +569 +7%
OGF
289
Orin Green Financial
California
$809K
LFA
290
Level Financial Advisors
New York
$809K
MCCA
291
Mill Creek Capital Advisors
Pennsylvania
$809K +$12K +141 +2%
PP
292
PDS Planning
Ohio
$797K +$7.93K +93 +1%
AFG
293
Atomi Financial Group
New York
$795K -$4.01K -47 -0.5%
Comerica Bank
294
Comerica Bank
Texas
$794K +$46.9K +550 +7%
KWA
295
Kingswood Wealth Advisors
California
$791K +$5.29K +62 +0.7%
BIA
296
Bell Investment Advisors
California
$787K +$1.11K +13 +0.1%
WWM
297
Western Wealth Management
Colorado
$780K +$4.95K +58 +0.7%
VFA
298
Valeo Financial Advisors
Indiana
$772K -$261K -3,062 -26%
BHIA
299
Birch Hill Investment Advisors
Massachusetts
$770K +$12.4K +145 +2%
PSCM
300
Per Stirling Capital Management
Texas
$768K +$128K +1,505 +21%

ESGD Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2025, worth a combined $7.61B — up 8.3% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ESGD positions and 24 closed out — a net gain of 48 holders — while 265 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $47.8M. The largest seller was Northern Trust, cutting an estimated $69.8M.

  • 641 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $7.61B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2025 and 24 closed out, a net change of +48 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2025 was Betterment LLC, an estimated $47.8M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2025 was Northern Trust, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2025.