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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
WAM
376
WNY Asset Management
New York
$380K +$28.2K +349 +8%
CIA
377
Compass Ion Advisors
Pennsylvania
$378K
SIA
378
SkyView Investment Advisors
New Jersey
$376K +$20.5K +254 +6%
SFG
379
SNS Financial Group
Minnesota
$376K +$323 +4 +0.1%
SDJVC
380
St. Denis J. Villere & Co
Louisiana
$375K -$64.8K -803 -15%
FI
381
Financial Insights
Washington
$372K -$231K -2,863 -39%
SEIA
382
Signature Estate & Investment Advisors
California
$372K -$11.6K -144 -3%
NC
383
Napatree Capital
Rhode Island
$372K +$7.1K +88 +2%
HP
384
Hilltop Partners
Indiana
$371K +$76.7K +951 +26%
KLI
385
Kelman-Lazarov Inc
Tennessee
$370K -$75.3K -933 -17%
WFA
386
Wade Financial Advisory
California
$370K +$5.16K +64 +1%
T
387
TrueFG
Texas
$370K -$23.6K -293 -6%
AP
388
Appleton Partners
Massachusetts
$368K -$53.7K -665 -13%
SAM
389
Sherman Asset Management
California
$368K -$11.1K -138 -3%
ISFAN
390
Investor's Fiduciary Advisor Network
Washington
$367K
CAG
391
Crestwood Advisors Group
Massachusetts
$360K -$64.6K -800 -15%
DWG
392
Darden Wealth Group
Michigan
$346K
FWM
393
Fingerlakes Wealth Management
New York
$343K -$4.28K -53 -1%
Vanguard Group
394
Vanguard Group
Pennsylvania
$342K +$104K +1,288 +45%
MADFP
395
Michael A Dubis Financial Planning
Wisconsin
$341K
FA
396
FC Advisory
Pennsylvania
$334K +$1.21K +15 +0.4%
CA
397
CWC Advisors
Oregon
$334K +$1.45K +18 +0.4%
AGA
398
Arkos Global Advisors
Texas
$333K -$2.74K -34 -0.8%
MOS
399
MGO One Seven
Ohio
$332K -$7.5K -93 -2%
FHA
400
Flagship Harbor Advisors
Massachusetts
$331K +$484 +6 +0.1%

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.