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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
BFP
351
Beacon Financial Planning
Massachusetts
$450K
OBWG
352
Onyx Bridge Wealth Group
New York
$448K -$9.68K -120 -2%
CTA
353
Chesley Taft & Associates
Illinois
$445K
GWA
354
GGM Wealth Advisors
Maryland
$442K
AFG
355
ABLE Financial Group
Arizona
$441K +$1.13K +14 +0.3%
MIA
356
Milestone Investment Advisors
Wisconsin
$441K +$41K +508 +10%
FRA
357
Frank Rimerman Advisors
California
$438K
BAAM
358
Baker Avenue Asset Management
California
$431K -$212K -2,624 -33%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$430K +$251K +3,106 +144%
CB
360
Community Bank
New York
$423K -$1.21K -15 -0.3%
BIA
361
Bigelow Investment Advisors
Maine
$422K +$968 +12 +0.2%
Brown Advisory
362
Brown Advisory
Maryland
$422K +$156K +1,929 +60%
ABC
363
Associated Banc-Corp
Wisconsin
$421K +$169K +2,096 +68%
FFA
364
Farther Finance Advisors
California
$419K +$82.3K +1,020 +25%
First Trust Advisors
365
First Trust Advisors
Illinois
$419K -$3.47K -43 -0.8%
LAMNM
366
Longview Asset Management (New Mexico)
New Mexico
$417K -$15.6K -193 -4%
UCFA
367
United Capital Financial Advisors
Texas
$414K
CSP
368
Cary Street Partners
Virginia
$407K +$402K +4,981 New
CA
369
Capital Advantage
California
$405K
AP
370
Adero Partners
California
$403K
NEPWA
371
New England Private Wealth Advisors
Massachusetts
$400K
MFA
372
Morling Financial Advisors
California
$398K +$39.2K +486 +11%
AWM
373
Apollon Wealth Management
South Carolina
$394K -$20.7K -257 -5%
LW
374
Libra Wealth
California
$389K +$88.3K +1,094 +30%
DI
375
DDFG Inc
California
$380K -$81 -1 -0%

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.