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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

603 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 43 funds opening new positions, 190 increasing their positions, 252 reducing their positions, and 33 closing their positions.

Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
252
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$869M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$586M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$208M
4
BDFN
4
Bond & Devick Financial Network
Minnesota
$24.3M
5
EB
5
Eastern Bank
Massachusetts
$20M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$106M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$397M
4
ST
4
Spinnaker Trust
Maine
$86.2M
5
UBS Group
5
UBS Group
Switzerland
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$45.1M 551,520 -2,242 -0.4%
Creative Planning
27
Creative Planning
Kansas
$44.9M 549,666 +9,978 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$44.8M 548,819 -8,912 -2%
M&T Bank
29
M&T Bank
New York
$43.5M 532,277 -2,049 -0.4%
FT
30
Fiduciary Trust
Massachusetts
$43.5M 531,916 +6,984 +1%
LPL Financial
31
LPL Financial
California
$43M 526,658 +10,240 +2%
Jane Street
32
Jane Street
New York
$42.5M 519,771 -104,810 -17%
MWM
33
Mission Wealth Management
California
$34.9M 426,940 +45,474 +12%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$33.7M 412,370 +2,556 +0.6%
SEI Investments
35
SEI Investments
Pennsylvania
$32.8M 401,388 -2,174 -0.5%
DADC
36
D.A. Davidson & Co
Montana
$32.4M 396,506 -6,830 -2%
I
37
IMPACTfolio
Colorado
$30.6M 374,374 -32,369 -8%
FNWM
38
Financial Network Wealth Management
Utah
$29.8M 364,219 +17,331 +5%
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.5M 324,563 -1,276 -0.4%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$26.1M 328,446 -18,297 -5%
HNW
41
High Note Wealth
Minnesota
$25.2M 308,414 +15,030 +5%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$24.4M 295,800 -29,700 -9%
BDFN
43
Bond & Devick Financial Network
Minnesota
$24.3M 297,849 +125,236 +73%
EWM
44
Empirical Wealth Management
Washington
$23.8M 290,948 -4,119 -1%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7M 278,452 -5,105 -2%
AIA
46
Ally Invest Advisors
North Carolina
$22.4M 274,161 -5,933 -2%
Mariner
47
Mariner
Kansas
$21.3M 261,083 +9,093 +4%
KeyBank National Association
48
KeyBank National Association
Ohio
$20.2M 247,799 +5,454 +2%
EB
49
Eastern Bank
Massachusetts
$20M 245,284 +73,830 +43%
MD
50
Money Design
Japan
$19.5M 238,384 -8,885 -4%
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