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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

635 hedge funds and large institutions have $7.61B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 262 increasing their positions, 193 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+32
Holders Change %
+5.31%
% of All Funds
8.52%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
72
Increased
262
Reduced
193
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$344M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$196M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$669M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$432M
2
Morgan Stanley
Morgan Stanley
New York
$377M
3
EI
Ellevest Inc
New York
$16.5M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$62.1M
5
Jane Street
Jane Street
New York
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$50.7M +$1.49M +16,654 +3%
FT
27
Fiduciary Trust
Massachusetts
$50.4M +$2.94M +32,970 +6%
Creative Planning
28
Creative Planning
Kansas
$49M -$10.7K -120 -0%
M&T Bank
29
M&T Bank
New York
$47.3M -$180K -2,012 -0.4%
HighTower Advisors
30
HighTower Advisors
Illinois
$46.5M -$2.43M -27,288 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$45M +$44.3M +496,786 +6,962%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$40.2M +$3.42M +38,354 +9%
MWM
33
Mission Wealth Management
California
$37.1M -$998K -11,181 -3%
I
34
IMPACTfolio
Colorado
$34.8M +$1.42M +15,948 +4%
DADC
35
D.A. Davidson & Co
Montana
$33.8M -$1.56M -17,488 -4%
SEI Investments
36
SEI Investments
Pennsylvania
$33.6M -$2.23M -24,998 -6%
Citigroup
37
Citigroup
New York
$31.2M +$25.8M +289,435 +484%
Corient Private Wealth
38
Corient Private Wealth
Florida
$29M +$83.6K +937 +0.3%
HNW
39
High Note Wealth
Minnesota
$28.6M +$1.05M +11,750 +4%
BDFN
40
Bond & Devick Financial Network
Minnesota
$27.2M +$602K +6,743 +2%
EB
41
Eastern Bank
Massachusetts
$27.1M +$5.23M +58,588 +24%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5M +$650K +7,288 +3%
EWM
43
Empirical Wealth Management
Washington
$25.2M -$721K -8,084 -3%
Mariner
44
Mariner
Kansas
$24.2M +$947K +10,612 +4%
AIA
45
Ally Invest Advisors
North Carolina
$24M -$451K -5,054 -2%
MMA
46
Miracle Mile Advisors
California
$23.9M +$22.2M +248,702 +1,289%
KeyBank National Association
47
KeyBank National Association
Ohio
$23.7M +$1.54M +17,278 +7%
AG
48
AlTi Global
New York
$22.9M +$9M +100,881 +65%
MML Investors Services
49
MML Investors Services
Massachusetts
$22.4M +$1.73M +19,391 +8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$21.9M +$834K +9,343 +4%
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