We are live on ! Find out more
ESGD icon

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
AG
576
AmeriFlex Group
Nevada
$16.4K
AIP
577
Ameritas Investment Partners
Nebraska
$15.1K
TSMHT
578
Thurston Springer Miller Herd & Titak
Indiana
$14.9K
CWM
579
Copia Wealth Management
Oregon
$13.4K
BF
580
BOK Financial
Oklahoma
$13.1K
CI
581
CX Institutional
Indiana
$13K +$12.5K +155 New
FHA
582
First Horizon Advisors
Tennessee
$12.7K
WT
583
Washington Trust
Rhode Island
$12.7K
GWM
584
Grand Wealth Management
Michigan
$12K
SMA
585
Sage Mountain Advisors
Georgia
$11.9K
BNP Paribas Financial Markets
586
BNP Paribas Financial Markets
France
$11.7K +$5.33K +66 +86%
CSPIA
587
Cary Street Partners Investment Advisory
Virginia
$11.5K +$11.4K +141 New
T
588
Transce3nd
Texas
$10K +$242 +3 +3%
CFD
589
Creative Financial Designs
Indiana
$8.99K
SRCM
590
Signature Resources Capital Management
California
$8.09K
CA
591
Centerpoint Advisors
Massachusetts
$8K +$1.21K +15 +19%
DRP
592
Decker Retirement Planning
Utah
$7.6K
SIS
593
Sound Income Strategies
Florida
$7.51K
CTWM
594
Cherry Tree Wealth Management
Minnesota
$7.27K
FCMT
595
Founders Capital Management (Texas)
Texas
$5.96K
AAP
596
Arax Advisory Partners
Colorado
$5.63K +$5.57K +69 New
FRA
597
Front Row Advisors
California
$5.39K +$2.66K +33 +100%
EWM
598
Evermay Wealth Management
Virginia
$4.9K +$4.84K +60 New
TFA
599
Toth Financial Advisory
Virginia
$4.54K -$5.25K -65 -54%
PWA
600
Provenance Wealth Advisors
Florida
$4.25K

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.