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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$19.3M 236,047 -8,205 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$19M 232,157 +3,562 +2%
PCIG
53
Partners Capital Investment Group
Massachusetts
$18.4M 225,418 -15,987 -7%
HCM
54
Howland Capital Management
Massachusetts
$18M 220,150 -55,982 -20%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$17.1M 209,215 -4,783 -2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$17M 208,571 -11,437 -5%
MG
57
Mather Group
Illinois
$15.9M 194,614 -10,564 -5%
William Blair & Company
58
William Blair & Company
Illinois
$15.3M 187,712 -119 -0.1%
DL
59
DOHJ LLC
Washington
$14.3M 175,188 +8,864 +5%
WCM
60
Windsor Capital Management
Arizona
$14.1M 172,153 +5,543 +3%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$13.6M 166,311 -4,897 -3%
Financial Engines Advisors
62
Financial Engines Advisors
California
$13.3M 162,987 -1,566 -1%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$12.9M 158,286 -17,704 -10%
Raymond James Financial
64
Raymond James Financial
Florida
$12.9M 158,139 -15,127 -9%
MWM
65
Modera Wealth Management
New Jersey
$12.8M 156,357 -4,523 -3%
AG
66
AlTi Global
New York
$12.7M 155,653 -80,075 -34%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$12.3M 149,219 +19,403 +15%
PAG
68
Private Advisor Group
New Jersey
$11.9M 145,439 +57,374 +65%
FEG
69
Fund Evaluation Group
Ohio
$11.7M 143,349 +12,641 +10%
CGL
70
Clarius Group LLC
Washington
$11.7M 143,215 +21,598 +18%
AA
71
Alesco Advisors
New York
$11.7M 142,775 -145 -0.1%
SG
72
Stanich Group
New York
$11.4M 139,627 +5,503 +4%
SPIA
73
Steward Partners Investment Advisory
New York
$10.8M 132,106 -3,696 -3%
AllianceBernstein
74
AllianceBernstein
Tennessee
$10.7M 131,060 -6,461 -5%
SRWM
75
Shira Ridge Wealth Management
California
$10.4M 127,869 +10,851 +9%
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