We are live on ! Find out more
ESGD icon

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
WDG
301
Wealth Dimensions Group
Ohio
$610K +$9.76K +121 +2%
BWP
302
BlueStem Wealth Partners
Minnesota
$609K -$32.5K -403 -5%
EFN
303
Equita Financial Network
Pennsylvania
$604K -$53.3K -661 -8%
WWM
304
WT Wealth Management
Arizona
$600K -$54.6K -677 -8%
VWA
305
VERITY Wealth Advisors
United States
$599K
PTC
306
Private Trust Company
Ohio
$595K
FG
307
Foster Group
Iowa
$594K -$33.9K -420 -5%
ATC
308
Argent Trust Co
Tennessee
$584K
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$583K -$2.27M -28,099 -80%
Vontobel Holding
310
Vontobel Holding
Switzerland
$582K -$67.7K -839 -11%
PSCM
311
Per Stirling Capital Management
Texas
$580K
GS
312
GTS Securities
New York
$571K -$379K -4,699 -40%
MCM
313
MAI Capital Management
Ohio
$567K +$7.1K +88 +1%
ST
314
Sentinel Trust
Texas
$567K -$62.3K -772 -10%
WA
315
Waverly Advisors
Alabama
$566K +$559K +6,931 New
FPCP
316
Fort Point Capital Partners
California
$565K -$39.7K -492 -7%
PWM
317
Perigon Wealth Management
California
$559K -$7.58K -94 -1%
SWM
318
SeaCrest Wealth Management
New York
$553K -$8.07K -100 -1%
AA
319
Aufman Associates
Pennsylvania
$545K
AA
320
Addison Advisors
Vermont
$542K
MBFW
321
Morton Brown Family Wealth
Pennsylvania
$540K +$1.05K +13 +0.2%
AWA
322
Aaron Wealth Advisors
Illinois
$539K -$86.3K -1,070 -14%
SFG
323
Sage Financial Group
Pennsylvania
$539K +$15.2K +188 +3%
FFG
324
Frisch Financial Group
New York
$536K -$4.84K -60 -0.9%
MAA
325
Matrix Asset Advisors
New York
$533K -$3.23K -40 -0.6%

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.