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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

635 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, 262 increasing their positions, 193 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+32
Holders Change %
+5.31%
% of All Funds
8.52%
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
262
Reduced
193
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$344M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$45M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$196M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$264M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$669M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$377M
3
EI
3
Ellevest Inc
New York
$16.5M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$62.1M
5
Jane Street
5
Jane Street
New York
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
376
Crestwood Advisors Group
Massachusetts
$463K +$69.8K +782 +18%
BIA
377
Bigelow Investment Advisors
Maine
$461K – – –
CB
378
Community Bank
New York
$460K -$2.23K -25 -0.5%
BFS
379
Bradley Foster & Sargent
Connecticut
$456K +$456K +5,114 New
MWG
380
Martin Worley Group
Utah
$447K +$447K +5,015 New
Vanguard Group
381
Vanguard Group
Pennsylvania
$447K +$73.6K +825 +20%
CSP
382
Cary Street Partners
Virginia
$444K – – –
NEPWA
383
New England Private Wealth Advisors
Massachusetts
$439K +$8.2K +93 +2%
AWM
384
Apollon Wealth Management
South Carolina
$433K +$2.05K +23 +0.5%
LAMNM
385
Longview Asset Management (New Mexico)
New Mexico
$424K -$31.3K -351 -7%
GVAG
386
Great Valley Advisor Group
Delaware
$421K +$106K +1,192 +34%
WIA
387
World Investment Advisors
California
$417K +$151K +1,690 +57%
MFA
388
Morling Financial Advisors
California
$416K -$18.5K -207 -4%
DI
389
DDFG Inc
California
$415K – – –
CIA
390
Compass Ion Advisors
Pennsylvania
$412K – – –
SFG
391
SNS Financial Group
Minnesota
$411K +$892 +10 +0.2%
SDJVC
392
St. Denis J. Villere & Co
Louisiana
$410K – – –
KLI
393
Kelman-Lazarov Inc
Tennessee
$407K +$2.5K +28 +0.6%
APW
394
Austin Private Wealth
Texas
$406K +$406K +4,555 New
T
395
TrueFG
Texas
$405K +$1.16K +13 +0.3%
SAM
396
Sherman Asset Management
California
$401K – – –
BAAM
397
Baker Avenue Asset Management
California
$401K -$69.1K -775 -15%
AP
398
Appleton Partners
Massachusetts
$398K -$4.47K -50 -1%
WAM
399
WNY Asset Management
New York
$397K -$18.6K -209 -4%
FWM
400
Fingerlakes Wealth Management
New York
$385K +$9.46K +106 +3%
14 15
16
17 18