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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
WSWA
301
Warren Street Wealth Advisors
California
$765K +$1.45K +17 +0.2%
PWM
302
Penobscot Wealth Management
Maine
$765K +$88.3K +1,035 +14%
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$747K -$33.5K -393 -4%
PWM
304
Perigon Wealth Management
California
$742K +$125K +1,470 +21%
Bessemer Group
305
Bessemer Group
New Jersey
$741K +$685K +8,033 +2,849%
PFM
306
Peak Financial Management
Massachusetts
$739K +$11.6K +136 +2%
HIF
307
Hill Island Financial
Michigan
$737K -$7.65M -89,748 -92%
CPP
308
Capasso Planning Partners
South Carolina
$735K +$24K +281 +4%
WCFA
309
Walkner Condon Financial Advisors
Wisconsin
$729K -$19K -223 -3%
OBWG
310
Onyx Bridge Wealth Group
New York
$716K +$218K +2,552 +47%
MCM
311
MAI Capital Management
Ohio
$697K +$74.4K +872 +13%
SP
312
Symmetry Partners
Connecticut
$697K -$142K -1,663 -18%
WT
313
Whittier Trust
California
$686K
MOS
314
MGO One Seven
Ohio
$685K +$308K +3,613 +89%
WWM
315
WT Wealth Management
Arizona
$682K +$25.3K +297 +4%
FG
316
Foster Group
Iowa
$681K +$30.9K +362 +5%
BWP
317
BlueStem Wealth Partners
Minnesota
$678K +$11.9K +139 +2%
HSWS
318
Higgins & Schmidt Wealth Strategies
Colorado
$677K -$21.2K -249 -3%
ISFAN
319
Investor's Fiduciary Advisor Network
Washington
$663K +$250K +2,936 +65%
SG
320
Sharper & Granite
California
$661K -$96.3K -1,129 -13%
ATC
321
Argent Trust Co
Tennessee
$657K +$17.5K +205 +3%
VWA
322
VERITY Wealth Advisors
United States
$654K
WDG
323
Wealth Dimensions Group
Ohio
$651K -$15.4K -181 -2%
PTC
324
Private Trust Company
Ohio
$650K
FFA
325
Farther Finance Advisors
California
$639K +$174K +2,040 +40%

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.