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iShares ESG Aware MSCI EAFE ETF

641 hedge funds and large institutions have $7.61B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 265 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 195

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more capital invested

Capital invested by funds: $7.03B → $7.61B (+$583M)

6% more funds holding

Funds holding: 606641 (+35)

1.15% less ownership

Funds ownership: 79.24%78.09% (-1.2%)

Holders
641
Holders Change
+35
Holders Change %
+5.78%
% of All Funds
8.44%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
72
Increased
265
Reduced
195
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
576
CIBC Private Wealth Group
Georgia
$50.6K
RWM
577
Rialto Wealth Management
New York
$49.3K
CFFP
578
Center for Financial Planning
Michigan
$49K
TIM
579
Tortoise Investment Management
New York
$46K +$21.3K +250 +94%
ST
580
Smithfield Trust
Pennsylvania
$45K
RPA
581
Redwood Park Advisors
California
$42.6K +$767 +9 +2%
AUB
582
Atlantic Union Bankshares
Virginia
$39.1K +$37.3K +438 New
PCA
583
Providence Capital Advisors
North Carolina
$37.1K +$35.5K +416 New
AF
584
Allworth Financial
California
$35.3K +$85 +1 +0.3%
JWA
585
JFS Wealth Advisors
Pennsylvania
$34.8K +$33.3K +390 New
AWM
586
Atticus Wealth Management
Florida
$33.8K +$2.98K +35 +10%
NB
587
NBT Bank
New York
$33.6K
IHWM
588
Iron Horse Wealth Management
Iowa
$33.2K
TPWA
589
Twin Peaks Wealth Advisors
California
$32.2K +$30.3K +355 New
NSIM
590
North Star Investment Management
Illinois
$31.6K -$4.52K -53 -13%
HIA
591
Harbor Investment Advisory
Maryland
$31.5K +$1.02K +12 +4%
GSWM
592
Golden State Wealth Management
California
$31.4K +$512 +6 +2%
LWA
593
Lowe Wealth Advisors
Maryland
$31.2K
MYIA
594
Mount Yale Investment Advisors
Colorado
$31K +$29.6K +347 New
KSWA
595
Kathleen S. Wright Associates
Pennsylvania
$29.2K +$27.9K +327 New
WCM
596
Winthrop Capital Management
Indiana
$29K
NRWA
597
North Ridge Wealth Advisors
Oregon
$29K
CCMI
598
Creative Capital Management Investments
California
$28.6K
CMP
599
Coston McIsaac & Partners
Maine
$26K +$426 +5 +2%
TSMHT
600
Thurston Springer Miller Herd & Titak
Indiana
$24K +$7.33K +86 +47%

ESGD Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2025, worth a combined $7.61B — up 8.3% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ESGD positions and 24 closed out — a net gain of 48 holders — while 265 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $47.8M. The largest seller was Northern Trust, cutting an estimated $69.8M.

  • 641 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $7.61B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2025 and 24 closed out, a net change of +48 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2025 was Betterment LLC, an estimated $47.8M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2025 was Northern Trust, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2025.