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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
PWM
276
Perigon Wealth Management
California
$950K +$172K +1,896 +23%
BFA
277
Bragg Financial Advisors
North Carolina
$944K -$1.72K -19 -0.2%
PAI
278
Pittenger & Anderson Inc
Nebraska
$938K +$68.8K +760 +8%
PWM
279
Penobscot Wealth Management
Maine
$935K +$134K +1,481 +17%
Natixis Advisors
280
Natixis Advisors
Massachusetts
$931K -$10.3M -113,588 -92%
RCG
281
Regatta Capital Group
California
$924K -$12K -133 -1%
SIC
282
Sigma Investment Counselors
Michigan
$911K – – –
HGWM
283
Horst & Graben Wealth Management
Oregon
$905K +$332K +3,672 +61%
CC
284
Courier Capital
New York
$905K +$57.7K +638 +7%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$893K +$111K +1,231 +15%
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$886K -$724 -8 -0.1%
ISFAN
287
Investor's Fiduciary Advisor Network
Washington
$884K +$188K +2,081 +28%
Comerica Bank
288
Comerica Bank
Texas
$881K +$52K +575 +6%
SFP
289
Shepherd Financial Partners
Massachusetts
$871K -$114K -1,259 -12%
JPG
290
Jordan Park Group
California
$866K – – –
XPN
291
XY Planning Network
Montana
$863K – – –
MOS
292
MGO One Seven
Ohio
$854K +$136K +1,502 +20%
SHJ
293
Sharkey, Howes & Javer
Colorado
$849K +$305K +3,374 +59%
OGF
294
Orin Green Financial
California
$843K – – –
PP
295
PDS Planning
Ohio
$830K -$995 -11 -0.1%
WWM
296
Western Wealth Management
Colorado
$813K – – –
BIA
297
Bell Investment Advisors
California
$811K -$9.05K -100 -1%
VFA
298
Valeo Financial Advisors
Indiana
$805K – – –
BHIA
299
Birch Hill Investment Advisors
Massachusetts
$803K +$814 +9 +0.1%
PSCM
300
Per Stirling Capital Management
Texas
$800K – – –
10 11
12
13 14

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.