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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
MPW
501
MA Private Wealth
California
$225K +$219K +2,419 New
BCG
502
BayBridge Capital Group
California
$220K – – –
LIA
503
LifePlan Investment Advisors
North Carolina
$218K +$212K +2,343 New
SA
504
Stewardship Advisors
Pennsylvania
$218K +$4.43K +49 +2%
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$217K – – –
CB
506
Commerce Bank
Missouri
$216K – – –
CWP
507
Corepath Wealth Partners
Arizona
$216K +$206K +2,275 New
VA
508
Valmark Advisers
Ohio
$215K – – –
CWM
509
Centurion Wealth Management
Virginia
$214K +$2.81K +31 +1%
EWA
510
Emergent Wealth Advisors
New York
$211K +$206K +2,272 New
MSWA
511
Marshall & Sterling Wealth Advisors
New York
$208K +$9.5K +105 +5%
RWP
512
Revolve Wealth Partners
New Jersey
$208K -$3.35K -37 -2%
WTC
513
WhitTier Trust Company
Nevada
$206K – – –
PHS
514
Pekin Hardy Strauss
Illinois
$205K +$200K +2,210 New
HFS
515
Howard Financial Services
Texas
$205K +$199K +2,204 New
EPP
516
ETF Portfolio Partners
Kansas
$203K +$197K +2,182 New
WFS
517
WealthGarden F.S.
California
$201K +$192K +2,117 New
FTWA
518
Fifth Third Wealth Advisors
Ohio
$200K +$195K +2,155 New
AFM
519
Armstrong Fleming & Moore
District of Columbia
$200K +$195K +2,151 New
RF
520
Rossby Financial
Florida
$199K +$33.5K +370 +21%
M
521
MOTCO
Texas
$194K – – –
SC
522
SouthState Corp
Florida
$192K -$141K -1,555 -43%
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K – – –
CPG
524
Cornerstone Planning Group
New Jersey
$189K – – –
KFP
525
Keener Financial Planning
Texas
$187K – – –
19 20
21
22 23

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.