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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
GDP
326
Great Diamond Partners
Maine
$533K +$11.5K +142 +2%
AC
327
AlphaCore Capital
California
$533K +$526K +6,519 New
EH
328
Equitable Holdings
New York
$531K -$167K -2,069 -24%
BWL
329
Bogart Wealth LLC
Virginia
$529K -$5.49K -68 -1%
BB
330
Bell Bank
North Dakota
$527K
FF
331
Farrell Financial
New York
$523K
PWM
332
Paulson Wealth Management
Illinois
$511K +$27.6K +342 +6%
CIBC Asset Management
333
CIBC Asset Management
Ontario, Canada
$510K
MJRIC
334
Mogy Joel R Investment Counsel
California
$509K +$503K +6,230 New
MWM
335
Modern Wealth Management
Kansas
$509K +$503K +6,229 New
SCM
336
SCS Capital Management
Massachusetts
$501K +$495K +6,135 New
IA
337
IFP Advisors
Florida
$500K +$12.7K +157 +3%
CAG
338
Curtis Advisory Group
California
$498K
FC
339
Fulcrum Capital
Washington
$484K -$45.2K -560 -9%
ACA
340
Affinity Capital Advisors
California
$482K -$526K -6,514 -52%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$478K +$263K +3,259 +126%
SRB
342
Shotwell Rutter Baer
Michigan
$476K -$47.6K -590 -8%
SFA
343
Sequoia Financial Advisors
Ohio
$471K +$37.1K +460 +9%
MWP
344
Moller Wealth Partners
$468K +$101K +1,252 +28%
JF
345
JSF Financial
California
$467K +$67.1K +831 +17%
FFA
346
First Foundation Advisors
California
$463K -$166K -2,058 -27%
AA
347
Advisory Alpha
Michigan
$460K -$7.5K -93 -2%
BP
348
Ballentine Partners
Massachusetts
$459K
ML
349
McAdam LLC
Pennsylvania
$457K +$59.9K +742 +15%
NBWM
350
North Berkeley Wealth Management
California
$451K -$57.4K -711 -11%

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.