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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
GAM
426
Gemmer Asset Management
California
$334K +$2.9K +32 +0.9%
CWS
427
Confluence Wealth Services
Pennsylvania
$334K +$52.5K +580 +19%
MNA
428
Manning & Napier Advisors
New York
$332K – – –
PC
429
Pecaut & Co
Iowa
$329K -$21.3K -235 -6%
PWA
430
Physician Wealth Advisors
Utah
$328K -$4.52K -50 -1%
LPAM
431
Lodestar Private Asset Management
California
$317K +$905 +10 +0.3%
SA
432
Sonoma Allocations
California
$316K +$305K +3,371 New
MFC
433
Morris Financial Concepts
South Carolina
$314K -$9.32K -103 -3%
CWM
434
Connecticut Wealth Management
Connecticut
$313K -$1.75M -19,372 -85%
LFG
435
Leverty Financial Group
Wisconsin
$311K -$1.54K -17 -0.5%
MGP
436
Metis Global Partners
California
$307K +$299K +3,300 New
OWCM
437
One Wealth Capital Management
Arizona
$306K +$88.1K +974 +42%
DSN
438
D. Scott Neal
Kentucky
$306K – – –
RA
439
RFG Advisory
Alabama
$305K +$57.7K +638 +24%
TF
440
TME Financial
California
$305K – – –
CMAI
441
Capital Management Associates Inc
Minnesota
$298K +$290K +3,205 New
SOAG
442
Silver Oak Advisory Group
Oregon
$297K -$9.95K -110 -3%
PCIA
443
Prime Capital Investment Advisors
Kansas
$296K +$288K +3,181 New
GRP
444
Global Retirement Partners
California
$294K +$3.62K +40 +1%
IRP
445
Investment Research Partners
Pennsylvania
$294K +$280K +3,099 New
Deutsche Bank
446
Deutsche Bank
Germany
$293K -$248K -2,740 -47%
TFO
447
Tarbox Family Office
California
$293K – – –
APP
448
Avantax Planning Partners
Iowa
$293K – – –
WMN
449
Wealth Management Nebraska
Nebraska
$289K – – –
NAS
450
NWF Advisory Services
California
$288K +$63.3K +700 +29%
16 17
18
19 20

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.