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iShares ESG Aware MSCI EAFE ETF

606 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 44 funds opening new positions, 191 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $6.58B → $7.03B (+$451M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% less funds holding

Funds holding: 607606 (-1)

2.61% less ownership

Funds ownership: 81.85%79.24% (-2.6%)

25% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 253

Holders
606
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.13%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
44
Increased
191
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$19.3M -$662K -8,205 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$19M +$287K +3,562 +2%
PCIG
53
Partners Capital Investment Group
Massachusetts
$18.4M -$1.29M -15,987 -7%
HCM
54
Howland Capital Management
Massachusetts
$18M -$4.52M -55,982 -20%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$17.1M -$386K -4,783 -2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$17M -$923K -11,437 -5%
MG
57
Mather Group
Illinois
$15.9M -$852K -10,564 -5%
William Blair & Company
58
William Blair & Company
Illinois
$15.3M -$9.6K -119 -0.1%
DL
59
DOHJ LLC
Washington
$14.3M +$715K +8,864 +5%
WCM
60
Windsor Capital Management
Arizona
$14.1M +$447K +5,543 +3%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$13.6M -$395K -4,897 -3%
Financial Engines Advisors
62
Financial Engines Advisors
California
$13.3M -$126K -1,566 -1%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$12.9M -$1.43M -17,704 -10%
Raymond James Financial
64
Raymond James Financial
Florida
$12.9M -$1.22M -15,127 -9%
MWM
65
Modera Wealth Management
New Jersey
$12.8M -$365K -4,523 -3%
AG
66
AlTi Global
New York
$12.7M -$6.46M -80,075 -34%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$12.3M +$1.57M +19,403 +15%
PAG
68
Private Advisor Group
New Jersey
$11.9M +$4.63M +57,374 +65%
FEG
69
Fund Evaluation Group
Ohio
$11.7M +$1.02M +12,641 +10%
CGL
70
Clarius Group LLC
Washington
$11.7M +$1.74M +21,598 +18%
AA
71
Alesco Advisors
New York
$11.7M -$11.7K -145 -0.1%
SG
72
Stanich Group
New York
$11.4M +$444K +5,503 +4%
SPIA
73
Steward Partners Investment Advisory
New York
$10.8M -$298K -3,696 -3%
AllianceBernstein
74
AllianceBernstein
Tennessee
$10.7M -$521K -6,461 -5%
SRWM
75
Shira Ridge Wealth Management
California
$10.4M +$876K +10,851 +9%

ESGD Hedge Fund Activity: Q1 2025 in Review

606 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2025, worth a combined $7.03B — up 6.9% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGD positions and 33 closed out — a net gain of 11 holders — while 191 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $74.9M. The largest seller was Ameriprise, cutting an estimated $57.8M.

  • 606 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2025, down from 607 in Q4 2024.
  • Funds reported $7.03B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2025 and 33 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2025 was Bank of America, an estimated $74.9M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2025 was Ameriprise, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.