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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
FWP
576
FAS Wealth Partners
Kansas
$52.9K -$905 -10 -2%
UB
577
UMB Bank
Missouri
$52.8K – – –
CIBC Private Wealth Group
578
CIBC Private Wealth Group
Georgia
$52.7K – – –
RDFA
579
Ritter Daniher Financial Advisory
Ohio
$52.6K -$16.1K -178 -24%
JWA
580
JFS Wealth Advisors
Pennsylvania
$52K +$15.3K +169 +43%
LFG
581
Larson Financial Group
Missouri
$51.5K -$161K -1,781 -76%
RWM
582
Rialto Wealth Management
New York
$51.4K – – –
CFFP
583
Center for Financial Planning
Michigan
$51K – – –
ST
584
Smithfield Trust
Pennsylvania
$46K – – –
RPA
585
Redwood Park Advisors
California
$44.4K – – –
AUB
586
Atlantic Union Bankshares
Virginia
$40.7K – – –
LWA
587
Lowe Wealth Advisors
Maryland
$39K +$6.24K +69 +20%
TCM
588
TD Capital Management
Tennessee
$36.9K -$19.6K -217 -35%
SA
589
Scarborough Advisors
Maryland
$35.8K -$37.6K -416 -52%
NB
590
NBT Bank
New York
$35.1K – – –
NSIM
591
North Star Investment Management
Illinois
$33K – – –
HIA
592
Harbor Investment Advisory
Maryland
$32.8K – – –
GSWM
593
Golden State Wealth Management
California
$32.8K – – –
KSWA
594
Kathleen S. Wright Associates
Pennsylvania
$30.4K – – –
NRWA
595
North Ridge Wealth Advisors
Oregon
$30.2K – – –
WCM
596
Winthrop Capital Management
Indiana
$30K – – –
CCMI
597
Creative Capital Management Investments
California
$29.8K – – –
RPC
598
Rossmore Private Capital
Connecticut
$27.9K +$27.1K +300 New
CMP
599
Coston McIsaac & Partners
Maine
$27K – – –
KHC
600
Koesten Hirschmann & Crabtree
Kansas
$25.6K +$22.2K +245 +817%
22 23
24
25 26

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.