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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
OBWP
426
O'Brien Wealth Partners
Massachusetts
$300K
HG
427
Harbor Group
New Hampshire
$298K +$295K +3,650 New
RFP
428
Root Financial Partners
California
$297K -$9.84K -122 -3%
SC
429
SouthState Corp
Florida
$296K +$293K +3,625 New
MNA
430
Manning & Napier Advisors
New York
$291K -$101K -1,256 -26%
MW
431
Marcum Wealth
Ohio
$290K -$1.7K -21 -0.6%
OFG
432
Opulen Financial Group
Virginia
$289K
GVAG
433
Great Valley Advisor Group
Delaware
$288K +$53.3K +661 +23%
GAM
434
Gemmer Asset Management
California
$286K -$26.8K -332 -9%
FNB
435
Farmers National Bank
Kentucky
$286K +$9.28K +115 +3%
S
436
SignatureFD
Georgia
$283K +$4.12K +51 +1%
PI
437
PFG Investments
New York
$281K +$278K +3,445 New
BBA
438
BLB&B Advisors
Pennsylvania
$281K +$27K +334 +11%
LPAM
439
Lodestar Private Asset Management
California
$278K
DSN
440
D. Scott Neal
Kentucky
$277K
FFN
441
Focus Financial Network
Minnesota
$277K -$37.8K -468 -12%
LFG
442
Leverty Financial Group
Wisconsin
$275K
SOAG
443
Silver Oak Advisory Group
Oregon
$265K -$40.3K -500 -13%
Renaissance Technologies
444
Renaissance Technologies
New York
$261K +$258K +3,200 New
KWM
445
Kingsview Wealth Management
Oregon
$261K -$38.8K -481 -13%
APP
446
Avantax Planning Partners
Iowa
$259K
SIAM
447
Sterling Investment Advisors (Missouri)
Missouri
$258K -$1.77K -22 -0.7%
S
448
Sachetta
Massachusetts
$258K +$77K +954 +43%
TFO
449
Tarbox Family Office
California
$257K -$30.5K -378 -11%
WMN
450
Wealth Management Nebraska
Nebraska
$254K +$251K +3,111 New

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.