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iShares ESG Aware MSCI EAFE ETF
ESGD

642 hedge funds and large institutions have $7.9B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 274 increasing their positions, 177 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 177

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $7.61B → $7.9B (+$291M)

0% more funds holding

Funds holding: 641 → 642 (+1)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

0.35% less ownership

Funds ownership: 78.09% → 77.74% (-0.35%)

Holders
642
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
50
Increased
274
Reduced
177
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$24.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
5
BPA
Beacon Pointe Advisors
California
+$12.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45M
3
Citigroup
Citigroup
New York
-$27.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$16.9M
5
Northern Trust
Northern Trust
Illinois
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
376
Sagespring Wealth Partners
Tennessee
$472K +$153K +1,686 +50%
WAM
377
WNY Asset Management
New York
$468K +$53.3K +589 +13%
NEPWA
378
New England Private Wealth Advisors
Massachusetts
$463K – – –
RIA
379
Regal Investment Advisors
Michigan
$458K +$143K +1,586 +48%
KLI
380
Kelman-Lazarov Inc
Tennessee
$453K +$28.2K +312 +7%
VNA
381
Valley National Advisers
Pennsylvania
$448K +$56.9K +629 +15%
BAAM
382
Baker Avenue Asset Management
California
$445K +$26.5K +293 +7%
AWM
383
Apollon Wealth Management
South Carolina
$445K -$5.52K -61 -1%
KF
384
Krilogy Financial
Missouri
$445K +$429K +4,747 New
SFG
385
SNS Financial Group
Minnesota
$444K +$15.5K +171 +4%
Vanguard Group
386
Vanguard Group
Pennsylvania
$444K -$20.5K -227 -5%
GVAG
387
Great Valley Advisor Group
Delaware
$444K +$4.89K +54 +1%
NBWM
388
North Berkeley Wealth Management
California
$440K -$86.9K -961 -17%
MFA
389
Morling Financial Advisors
California
$434K -$181 -2 -0%
Citadel Advisors
390
Citadel Advisors
Florida
$433K -$16.9M -186,527 -98%
AP
391
Appleton Partners
Massachusetts
$432K +$17.5K +193 +4%
CIA
392
Compass Ion Advisors
Pennsylvania
$430K – – –
SMA
393
Sage Mountain Advisors
Georgia
$427K +$403K +4,451 +3,049%
SDJVC
394
St. Denis J. Villere & Co
Louisiana
$427K – – –
APW
395
Austin Private Wealth
Texas
$426K +$2.9K +32 +0.7%
CB
396
Community Bank
New York
$426K -$51.8K -573 -11%
T
397
TrueFG
Texas
$426K +$3.89K +43 +0.9%
GS
398
GTS Securities
New York
$419K +$407K +4,501 New
FWM
399
Fingerlakes Wealth Management
New York
$402K +$995 +11 +0.3%
WA
400
Wealth Alliance
New York
$401K +$27.3K +302 +8%
14 15
16
17 18

ESGD Hedge Fund Activity: Q3 2025 in Review

642 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2025, worth a combined $7.9B — up 3.8% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESGD positions and 33 closed out — a net gain of 17 holders — while 274 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $31.7M. The largest seller was Envestnet Asset Management, cutting an estimated $56.7M.

  • 642 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2025, up from 641 in Q2 2025.
  • Funds reported $7.9B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2025 and 33 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $31.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2025.