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iShares ESG Aware MSCI EAFE ETF
ESGD

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: 15 → 16 (+1)

0% less funds holding

Funds holding: 607 → 606 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$74.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$73M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.6M
4
BDFN
Bond & Devick Financial Network
Minnesota
+$10.1M
5
EB
Eastern Bank
Massachusetts
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$57.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.5M
3
Morgan Stanley
Morgan Stanley
New York
-$16.2M
4
ST
Spinnaker Trust
Maine
-$11.8M
5
UBS Group
UBS Group
Switzerland
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$45.1M -$181K -2,242 -0.4%
Creative Planning
27
Creative Planning
Kansas
$44.9M +$805K +9,978 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$44.8M -$719K -8,912 -2%
M&T Bank
29
M&T Bank
New York
$43.5M -$165K -2,049 -0.4%
FT
30
Fiduciary Trust
Massachusetts
$43.5M +$564K +6,984 +1%
LPL Financial
31
LPL Financial
California
$43M +$826K +10,240 +2%
Jane Street
32
Jane Street
New York
$42.5M -$8.46M -104,810 -17%
MWM
33
Mission Wealth Management
California
$34.9M +$3.67M +45,474 +12%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$33.7M +$206K +2,556 +0.6%
SEI Investments
35
SEI Investments
Pennsylvania
$32.8M -$175K -2,174 -0.5%
DADC
36
D.A. Davidson & Co
Montana
$32.4M -$551K -6,830 -2%
I
37
IMPACTfolio
Colorado
$30.6M -$2.61M -32,369 -8%
FNWM
38
Financial Network Wealth Management
Utah
$29.8M +$1.4M +17,331 +5%
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.5M -$103K -1,276 -0.4%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$26.1M -$1.48M -18,297 -5%
HNW
41
High Note Wealth
Minnesota
$25.2M +$1.21M +15,030 +5%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$24.4M -$2.4M -29,700 -9%
BDFN
43
Bond & Devick Financial Network
Minnesota
$24.3M +$10.1M +125,236 +73%
EWM
44
Empirical Wealth Management
Washington
$23.8M -$332K -4,119 -1%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7M -$412K -5,105 -2%
AIA
46
Ally Invest Advisors
North Carolina
$22.4M -$479K -5,933 -2%
Mariner
47
Mariner
Kansas
$21.3M +$734K +9,093 +4%
KeyBank National Association
48
KeyBank National Association
Ohio
$20.2M +$440K +5,454 +2%
EB
49
Eastern Bank
Massachusetts
$20M +$5.96M +73,830 +43%
MD
50
Money Design
Japan
$19.5M -$717K -8,885 -4%
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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.