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iShares ESG Aware MSCI EAFE ETF

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: 1516 (+1)

0% less funds holding

Funds holding: 607606 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Glenmede Trust
Pennsylvania
$154K
HWM
502
Horizons Wealth Management
North Carolina
$153K
CA
503
CoreCap Advisors
Michigan
$148K -$22.4K -277 -13%
GC
504
Gould Capital
Washington
$144K +$11.5K +143 +9%
KHC
505
Koesten Hirschmann & Crabtree
Kansas
$141K +$12.1K +150 +10%
BA
506
Bellwether Advisors
Nebraska
$140K
MFA
507
McClarren Financial Advisors
Pennsylvania
$140K -$119K -1,478 -86%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$140K -$24K -297 -15%
SC
509
Stephens Consulting
Michigan
$134K -$131K -1,623 -50%
EWA
510
EverSource Wealth Advisors
Alabama
$125K
C
511
Covestor
United Kingdom
$125K -$11.9K -147 -9%
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K -$17.7K -219 -13%
CA
513
Clearstead Advisors
Ohio
$115K
WSFS
514
Wilmington Savings Fund Society
Delaware
$111K +$10.5K +130 +11%
Russell Investments Group
515
Russell Investments Group
United Kingdom
$107K -$17.6K -218 -14%
FNWA
516
Financial Network Wealth Advisors
Utah
$98.3K +$97.2K +1,204 New
Deutsche Bank
517
Deutsche Bank
Germany
$97.5K -$769K -9,528 -89%
IRC
518
Investors Research Corp
Georgia
$92.9K
MAFA
519
MJT & Associates Financial Advisory
Minnesota
$89.6K +$88.5K +1,097 New
AWM
520
AllSquare Wealth Management
New York
$89.5K
FVIM
521
Fort Vancouver Investment Management
Washington
$89K -$20.5K -254 -19%
TC
522
Trust Company
Kansas
$78.2K -$7.58K -94 -9%
HC
523
Hurley Capital
New York
$75.9K
RP
524
Rice Partnership
Hawaii
$74.3K -$484 -6 -0.7%
BL
525
BFSG LLC
California
$70.1K -$20.7K -256 -23%

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.