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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
VWM
651
Verus Wealth Management
Wisconsin
– -$357K -4,000 Closed
IIC
652
Integrated Investment Consultants
Michigan
– -$349K -3,913 Closed
RW
653
Rede Wealth
Virginia
– -$277K -3,105 Closed
Prudential Financial
654
Prudential Financial
New Jersey
– -$268K -3,000 Closed
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
– -$267K -2,997 Closed
PFW
656
Petros Family Wealth
Minnesota
– -$215K -2,408 Closed
HFA
657
High Falls Advisors
New York
– -$211K -2,367 Closed
BA
658
Bellwether Advisors
Nebraska
– -$153K -1,717 Closed
WSFS
659
Wilmington Savings Fund Society
Delaware
– -$121K -1,361 Closed
KB
660
Kimelman & Baird
New York
– -$61.7K -692 Closed
PCA
661
Providence Capital Advisors
North Carolina
– -$37.1K -416 Closed
AWM
662
Atticus Wealth Management
Florida
– -$33.8K -378 Closed
TPWA
663
Twin Peaks Wealth Advisors
California
– -$32.2K -355 Closed
MYIA
664
Mount Yale Investment Advisors
Colorado
– -$31K -347 Closed
TSMHT
665
Thurston Springer Miller Herd & Titak
Indiana
– -$24K -269 Closed
T
666
Transce3nd
Texas
– -$16.9K -189 Closed
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$8.92K -100 Closed
GWANC
668
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$8.3K -93 Closed
FCAS
669
First Command Advisory Services
Texas
– -$7.85K -88 Closed
AAP
670
Arax Advisory Partners
Colorado
– -$6.25K -70 Closed
TCPW
671
Twin City Private Wealth
North Carolina
– -$4.37K -49 Closed
AAS
672
Ameritas Advisory Services
Nebraska
– -$3.93K -44 Closed
WCM
673
WealthTrak Capital Management
Virginia
– -$3.75K -42 Closed
SWP
674
Strategic Wealth Partners
Ohio
– -$3.6K -40 Closed
CIA
675
Choate Investment Advisors
Massachusetts
– -$2.77K -31 Closed
24 25 26
27
28

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.