We are live on ! Find out more
ESGD icon

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
Vontobel Holding
326
Vontobel Holding
Switzerland
$636K
WA
327
Waverly Advisors
Alabama
$622K +$3.41K +40 +0.6%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$620K +$93.8K +1,100 +19%
AA
329
Aufman Associates
Pennsylvania
$607K +$10.7K +126 +2%
EFN
330
Equita Financial Network
Pennsylvania
$598K -$59.3K -696 -9%
AA
331
Addison Advisors
Vermont
$592K
MBFW
332
Morton Brown Family Wealth
Pennsylvania
$589K
SFG
333
Sage Financial Group
Pennsylvania
$588K -$682 -8 -0.1%
FPCP
334
Fort Point Capital Partners
California
$587K -$28.5K -334 -5%
FFG
335
Frisch Financial Group
New York
$585K -$171 -2 -0%
FF
336
Farrell Financial
New York
$582K +$10.3K +121 +2%
PWM
337
Paulson Wealth Management
Illinois
$569K +$10.7K +125 +2%
MAA
338
Matrix Asset Advisors
New York
$569K -$12.4K -145 -2%
FFA
339
First Foundation Advisors
California
$569K +$60.1K +705 +12%
GDP
340
Great Diamond Partners
Maine
$558K -$22.3K -262 -4%
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$557K
IA
342
IFP Advisors
Florida
$557K +$9.63K +113 +2%
ACA
343
Affinity Capital Advisors
California
$556K +$11.1K +130 +2%
MJRIC
344
Mogy Joel R Investment Counsel
California
$556K
SCM
345
SCS Capital Management
Massachusetts
$554K +$6.82K +80 +1%
BB
346
Bell Bank
North Dakota
$553K -$21.5K -252 -4%
LW
347
Libra Wealth
California
$549K +$118K +1,387 +29%
CAG
348
Curtis Advisory Group
California
$544K
SRB
349
Shotwell Rutter Baer
Michigan
$543K -$23.1K -271 -4%
ST
350
Sentinel Trust
Texas
$542K -$73.8K -865 -12%

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.