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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
AI
451
Atria Investments
North Carolina
$288K +$280K +3,092 New
CFO
452
Callan Family Office
Pennsylvania
$287K +$10.9K +120 +4%
EWA
453
Etesian Wealth Advisors
Oregon
$287K +$23.9K +264 +9%
APG
454
Abacus Planning Group
South Carolina
$285K +$60.3K +667 +28%
MCCP
455
Mission Creek Capital Partners
California
$283K – – –
AWM
456
Avior Wealth Management
Nebraska
$282K +$274K +3,029 New
KWM
457
Kingsview Wealth Management
Oregon
$281K -$6.33K -70 -2%
RIM
458
Rockbridge Investment Management
New York
$278K +$9.32K +103 +4%
VCP
459
Verus Capital Partners
Arizona
$276K +$1.27K +14 +0.5%
RRA
460
Round Rock Advisors
Connecticut
$271K -$1.09K -12 -0.4%
CIA
461
Concurrent Investment Advisors
Florida
$271K -$8.51K -94 -3%
GWSG
462
GPS Wealth Strategies Group
Colorado
$267K +$452 +5 +0.2%
AWA
463
ARQ Wealth Advisors
Arizona
$267K -$3.53K -39 -1%
AMG
464
APS Management Group
California
$267K +$260K +2,869 New
WA
465
WBH Advisory
Maryland
$267K +$55.2K +610 +27%
AC
466
AlphaCore Capital
California
$267K – – –
JF
467
JSF Financial
California
$266K +$32.4K +358 +14%
BFS
468
BridgePort Financial Solutions
Iowa
$266K +$28.5K +315 +12%
LSPW
469
Lake Street Private Wealth
Illinois
$266K +$90 +1 +0%
S
470
Sachetta
Massachusetts
$266K – – –
AF
471
Advisornet Financial
Minnesota
$263K +$12.4K +137 +5%
QCM
472
Quantinno Capital Management
New York
$260K -$5.25K -58 -2%
PMFA
473
Plante Moran Financial Advisors
Michigan
$258K -$16.7K -185 -6%
FDCP
474
Foster Dykema Cabot & Partners
Massachusetts
$256K – – –
FFA
475
Founders Financial Alliance
North Carolina
$256K – – –
17 18
19
20 21

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.