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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

635 hedge funds and large institutions have $7.61B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 262 increasing their positions, 193 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+32
Holders Change %
+5.31%
% of All Funds
8.52%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
72
Increased
262
Reduced
193
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$344M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$196M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$669M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$432M
2
Morgan Stanley
Morgan Stanley
New York
$377M
3
EI
Ellevest Inc
New York
$16.5M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$62.1M
5
Jane Street
Jane Street
New York
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$20.5M +$20.5M +229,552 New
MD
52
Money Design
Japan
$19.7M -$1.58M -17,669 -7%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$19.5M +$5.33M +59,736 +38%
HCM
54
Howland Capital Management
Massachusetts
$19.4M -$210K -2,350 -1%
Raymond James Financial
55
Raymond James Financial
Florida
$18.7M +$4.63M +51,938 +33%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$17.6M -$1.06M -11,909 -6%
MG
57
Mather Group
Illinois
$17.6M +$221K +2,482 +1%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$17.4M -$8.96M -100,400 -34%
Citadel Advisors
59
Citadel Advisors
Florida
$17.1M +$15.8M +177,318 +1,279%
SG
60
Stanich Group
New York
$17M +$4.61M +52,113 +37%
William Blair & Company
61
William Blair & Company
Illinois
$16.9M +$115K +1,286 +0.7%
EI
62
Ellevest Inc
New York
$16.5M -$55.3M -620,340 -77%
WCM
63
Windsor Capital Management
Arizona
$15.7M +$350K +3,919 +2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$15.7M -$2.93M -32,797 -16%
SPIA
65
Steward Partners Investment Advisory
New York
$15.4M +$3.57M +40,060 +30%
DL
66
DOHJ LLC
Washington
$15.2M +$678K +8,192 +5%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$14.7M +$1.43M +16,069 +11%
PAG
68
Private Advisor Group
New Jersey
$14.1M +$1.15M +12,874 +9%
MWM
69
Modera Wealth Management
New Jersey
$13.9M -$98.7K -1,106 -0.7%
CGL
70
Clarius Group LLC
Washington
$12.6M -$149K -1,667 -1%
Financial Engines Advisors
71
Financial Engines Advisors
California
$12.6M -$1.94M -21,749 -13%
AA
72
Alesco Advisors
New York
$12.1M -$637K -7,138 -5%
FEG
73
Fund Evaluation Group
Ohio
$11.7M -$1.04M -11,652 -8%
SRWM
74
Shira Ridge Wealth Management
California
$11.5M +$57.5K +645 +0.5%
AllianceBernstein
75
AllianceBernstein
Tennessee
$11.4M -$291K -3,256 -2%
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