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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
SFGP
476
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$215K -$29.2K -362 -12%
CFA
477
CWS Financial Advisors
Michigan
$214K +$211K +2,620 New
AF
478
Advisornet Financial
Minnesota
$211K -$726 -9 -0.3%
MMHP
479
Murphy Middleton Hinkle & Parker
Georgia
$210K +$208K +2,576 New
ACM
480
Ascent Capital Management
Oregon
$210K -$39.9K -494 -16%
BCG
481
BayBridge Capital Group
California
$210K +$207K +2,566 New
PFA
482
Pathway Financial Advisors
Vermont
$208K +$206K +2,549 New
NAS
483
NWF Advisory Services
California
$205K +$202K +2,508 New
HFS
484
Howard Financial Services
Texas
$202K +$200K +2,474 New
AA
485
Auxano Advisors
Washington
$202K +$199K +2,472 New
WF
486
Welch & Forbes
Massachusetts
$200K +$198K +2,453 New
FC
487
Financial Council
Maryland
$200K +$198K +2,450 New
MSWA
488
Marshall & Sterling Wealth Advisors
New York
$200K -$54.6K -677 -22%
PS
489
Principal Securities
Iowa
$193K – – –
GWM
490
Geneos Wealth Management
Colorado
$181K +$78.1K +968 +121%
WTC
491
WhitTier Trust Company
Nevada
$178K -$2.99K -37 -2%
M
492
MOTCO
Texas
$171K – – –
RF
493
Rossby Financial
Florida
$170K +$163K +2,016 New
CPG
494
Cornerstone Planning Group
New Jersey
$162K – – –
WA
495
WPG Advisers
Maryland
$161K – – –
CWP
496
Concord Wealth Partners
Virginia
$160K -$131K -1,627 -45%
ACA
497
Atlas Capital Advisors
Wyoming
$159K -$32.6K -404 -17%
KFP
498
Keener Financial Planning
Texas
$158K -$2.66K -33 -2%
FF
499
Finley Financial
Nevada
$155K – – –
PFBT
500
Parkside Financial Bank & Trust
Missouri
$155K – – –
18 19
20
21 22

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.