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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
HPC
601
HM Payson & Co
Maine
$25.1K +$1.09K +12 +5%
NS
602
NBC Securities
Alabama
$22K +$17.2K +190 +404%
HAP
603
Harbor Asset Planning
Massachusetts
$21.8K – – –
LAMC
604
Longview Asset Management (California)
California
$20.6K – – –
CFO
605
CVA Family Office
Colorado
$20.4K – – –
CA
606
Crewe Advisors
Utah
$20.1K – – –
AIP
607
Ameritas Investment Partners
Nebraska
$17.2K – – –
TFA
608
Transamerica Financial Advisors
Florida
$16.6K +$16.2K +179 New
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$16.6K -$362 -4 -2%
SIS
610
Sound Income Strategies
Florida
$15.5K -$5.97K -66 -28%
CWM
611
Copia Wealth Management
Oregon
$15.2K – – –
UFPG
612
United Financial Planning Group
New York
$15.1K +$14.7K +163 New
BF
613
BOK Financial
Oklahoma
$14.9K – – –
CI
614
CX Institutional
Indiana
$14K – – –
GWM
615
Grand Wealth Management
Michigan
$13.7K – – –
CCM
616
Cloud Capital Management
Washington
$13K +$13.1K +145 New
CA
617
Centerpoint Advisors
Massachusetts
$12K +$2.26K +25 +25%
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$9.95K +$181 +2 +2%
SRCM
619
Signature Resources Capital Management
California
$9.21K – – –
CTWM
620
Cherry Tree Wealth Management
Minnesota
$8.28K – – –
RMC
621
Resources Management Corp
Connecticut
$8K +$7.87K +87 New
SWM
622
Spire Wealth Management
Virginia
$6.97K – – –
BNP Paribas Financial Markets
623
BNP Paribas Financial Markets
France
$6.88K – – –
FCMT
624
Founders Capital Management (Texas)
Texas
$6.79K – – –
AWM
625
Abound Wealth Management
Tennessee
$6.6K +$6.42K +71 New
23 24
25
26 27

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.