ESGD icon

iShares ESG Aware MSCI EAFE ETF

604 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 43 funds opening new positions, 190 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
351
Onyx Bridge Wealth Group
New York
$448K -$9.8K -120 -2%
CTA
352
Chesley Taft & Associates
Illinois
$445K
GWA
353
GGM Wealth Advisors
Maryland
$442K
AFG
354
ABLE Financial Group
Arizona
$441K +$1.14K +14 +0.3%
MIA
355
Milestone Investment Advisors
Wisconsin
$441K +$41.5K +508 +10%
FRA
356
Frank Rimerman Advisors
California
$438K
BAAM
357
Baker Avenue Asset Management
California
$431K -$214K -2,624 -33%
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$430K +$254K +3,106 +144%
CB
359
Community Bank
New York
$423K -$1.23K -15 -0.3%
BIA
360
Bigelow Investment Advisors
Maine
$422K +$980 +12 +0.2%
Brown Advisory
361
Brown Advisory
Maryland
$422K +$158K +1,929 +60%
ABC
362
Associated Banc-Corp
Wisconsin
$421K +$171K +2,096 +68%
FFA
363
Farther Finance Advisors
California
$419K +$83.4K +1,020 +25%
First Trust Advisors
364
First Trust Advisors
Illinois
$419K -$3.51K -43 -0.8%
LAMNM
365
Longview Asset Management (New Mexico)
New Mexico
$417K -$15.8K -193 -4%
UCFA
366
United Capital Financial Advisors
Texas
$414K
CSP
367
Cary Street Partners
Virginia
$407K +$407K +4,981 New
CA
368
Capital Advantage
California
$405K
AP
369
Adero Partners
California
$403K
NEPWA
370
New England Private Wealth Advisors
Massachusetts
$400K
MFA
371
Morling Financial Advisors
California
$398K +$39.7K +486 +11%
AWM
372
Apollon Wealth Management
South Carolina
$394K -$21K -257 -5%
LW
373
Libra Wealth
California
$389K +$89.4K +1,094 +30%
DI
374
DDFG Inc
California
$380K -$82 -1 -0%
WAM
375
WNY Asset Management
New York
$380K +$28.5K +349 +8%