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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

603 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 43 funds opening new positions, 190 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
252
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$869M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$586M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$208M
4
BDFN
4
Bond & Devick Financial Network
Minnesota
$24.3M
5
EB
5
Eastern Bank
Massachusetts
$20M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$106M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$397M
4
ST
4
Spinnaker Trust
Maine
$86.2M
5
UBS Group
5
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
601
Global Financial Private Client
Florida
$490 – – –
GEA
602
Glen Eagle Advisors
New Jersey
$490 +$82 +1 +20%
KGP
603
Keystone Global Partners
Colorado
$245 +$245 +3 New
GWS
604
Glassman Wealth Services
Virginia
$163 – – –
EP
605
Essential Planning
New Hampshire
– -$7.02M -88,110 Closed
OCM
606
Objective Capital Management
Ohio
– -$2.79M -36,690 Closed
CA
607
Cambridge Associates
Massachusetts
– -$2.42M -31,737 Closed
ITB
608
Idaho Trust Bank
Idaho
– -$449K -5,900 Closed
HT
609
Heritage Trust
Oklahoma
– -$352K -4,627 Closed
MGP
610
Metis Global Partners
California
– -$334K -4,392 Closed
OMC
611
Old Mission Capital
Illinois
– -$311K -4,091 Closed
IAN
612
Integrated Advisors Network
Texas
– -$285K -3,737 Closed
MFA
613
Mayflower Financial Advisors
Massachusetts
– -$253K -3,326 Closed
IAA
614
Independent Advisor Alliance
North Carolina
– -$243K -3,192 Closed
CIBC World Market
615
CIBC World Market
Ontario, Canada
– -$239K -3,144 Closed
FMTC
616
Farmers & Merchants Trust Company
California
– -$233K -3,063 Closed
XF
617
XML Financial
Maryland
– -$218K -2,866 Closed
SAM
618
Synergy Asset Management
Washington
– -$231K -2,746 Closed
PFW
619
Petros Family Wealth
Minnesota
– -$208K -2,735 Closed
BFA
620
Bright Financial Advisors
Michigan
– -$206K -2,709 Closed
SC
621
Stance Capital
Massachusetts
– -$115K -1,504 Closed
CAS
622
Coppell Advisory Solutions
Texas
– -$88.1K -1,158 Closed
CFGS
623
Concourse Financial Group Securities
Alabama
– -$54.9K -699 Closed
VAG
624
VisionPoint Advisory Group
Texas
– -$51.7K -682 Closed
VHAM
625
Van Hulzen Asset Management
California
– -$47.7K -627 Closed
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