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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
FT
26
Fiduciary Trust
Massachusetts
$56.8M +$4.16M +45,978 +8%
Creative Planning
27
Creative Planning
Kansas
$51.5M +$430K +4,751 +0.9%
M&T Bank
28
M&T Bank
New York
$51M +$1.63M +18,054 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$48.3M -$140K -1,551 -0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$42.7M +$753K +8,326 +2%
MWM
31
Mission Wealth Management
California
$39.2M +$522K +5,769 +1%
FNWM
32
Financial Network Wealth Management
Utah
$38.1M +$36.3M +401,264 New
I
33
IMPACTfolio
Colorado
$35.7M -$556K -6,140 -2%
SEI Investments
34
SEI Investments
Pennsylvania
$35.2M +$227K +2,506 +0.7%
DADC
35
D.A. Davidson & Co
Montana
$34.8M -$397K -4,391 -1%
BDFN
36
Bond & Devick Financial Network
Minnesota
$30.5M +$2.08M +23,035 +8%
HNW
37
High Note Wealth
Minnesota
$29.5M -$241K -2,666 -0.8%
Corient Private Wealth
38
Corient Private Wealth
Florida
$28.8M -$1.46M -16,086 -5%
Mariner
39
Mariner
Kansas
$26.5M +$1.24M +13,727 +5%
EWM
40
Empirical Wealth Management
Washington
$26.4M +$90K +995 +0.4%
MMA
41
Miracle Mile Advisors
California
$26.3M +$1.37M +15,121 +6%
EB
42
Eastern Bank
Massachusetts
$26.3M -$1.91M -21,134 -7%
AIA
43
Ally Invest Advisors
North Carolina
$25.6M +$612K +6,759 +3%
KeyBank National Association
44
KeyBank National Association
Ohio
$25.5M +$837K +9,247 +3%
Bank Julius Baer & Co
45
Bank Julius Baer & Co
Switzerland
$25.4M +$24.7M +273,436 New
AG
46
AlTi Global
New York
$25M +$1.15M +12,737 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$24.6M +$1.22M +13,502 +5%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$23.6M +$493K +5,453 +2%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9M -$3.54M -39,146 -14%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$21.4M +$1.09M +12,024 +6%
1
2
3 4 5

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.