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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
PGAM
526
Princeton Global Asset Management
New Jersey
$68.9K -$1.53K -19 -2%
PFM
527
Phillips Financial Management
Indiana
$68.9K
PP
528
Pacifica Partners
Canada
$68.2K
4FG
529
4Thought Financial Group
New York
$66.1K -$4.76K -59 -7%
FGAM
530
Financial Gravity Asset Management
Texas
$64.9K +$64.1K +794 New
IWP
531
IAG Wealth Partners
Wisconsin
$62.5K
RDFA
532
Ritter Daniher Financial Advisory
Ohio
$60.8K +$60K +744 New
SAM
533
Smartleaf Asset Management
Massachusetts
$59.9K +$53.5K +663 +1,036%
KB
534
Kimelman & Baird
New York
$56.5K
AA
535
Ancora Advisors
Ohio
$55.8K +$2.1K +26 +4%
PCFFS
536
Pacific Center for Financial Services
California
$55K
YAL
537
Your Advocates Ltd
Texas
$54.9K
LFG
538
Larson Financial Group
Missouri
$53.2K +$2.02K +25 +4%
EA
539
Evolution Advisers
Virginia
$53K
NSG
540
Nalls Sherbakoff Group
Tennessee
$52.9K +$52.2K +647 New
AssetMark Inc
541
AssetMark Inc
California
$52.7K -$66K -818 -56%
AIC
542
Archer Investment Corporation
Indiana
$51.9K
TCM
543
TD Capital Management
Tennessee
$49.2K -$10.2K -127 -17%
TWC
544
TD Waterhouse Canada
Ontario, Canada
$49.1K
CIA
545
Cape Investment Advisory
Georgia
$48.5K -$3.31K -41 -6%
SWM
546
Spire Wealth Management
Virginia
$47.8K
AWM
547
AE Wealth Management
Kansas
$47.4K +$33.4K +414 +249%
UB
548
UMB Bank
Missouri
$46.4K
FWP
549
FAS Wealth Partners
Kansas
$46.4K -$5.57K -69 -11%
RWM
550
Rialto Wealth Management
New York
$45.2K -$888 -11 -2%

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.