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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
SHGA
76
Sand Hill Global Advisors
California
$9.83M +$261K +3,232 +3%
Franklin Resources
77
Franklin Resources
California
$9.82M -$11.6K -144 -0.1%
REMPR
78
Roof Eidam Maycock Peralta (REMP)
California
$9.69M -$39.9K -495 -0.4%
WANY
79
Wealthspire Advisors (New York)
New York
$9.69M -$85.1K -1,055 -0.9%
Stifel Financial
80
Stifel Financial
Missouri
$9.68M +$222K +2,751 +2%
CFG
81
Citizens Financial Group
Rhode Island
$9.41M -$2.66M -32,915 -22%
WA
82
Wealth Architects
California
$8.68M +$142K +1,762 +2%
OWM
83
Orgel Wealth Management
Wisconsin
$8.15M -$1.13M -14,038 -12%
HIF
84
Hill Island Financial
Michigan
$8.01M +$150K +1,864 +2%
WI
85
WrapManager Inc
California
$8M +$78.5K +973 +1%
LGWM
86
Litman Gregory Wealth Management
California
$7.95M +$495K +6,133 +7%
LWP
87
Laurel Wealth Planning
Minnesota
$7.81M +$9.52K +118 +0.1%
FWI
88
Facet Wealth Inc
Maryland
$6.82M +$3.07M +38,028 +92%
II
89
Impact Investors
California
$6.81M +$355K +4,404 +6%
AC
90
Apella Capital
Connecticut
$6.58M -$94.2K -1,167 -1%
Cerity Partners
91
Cerity Partners
New York
$6.43M +$1.9M +23,490 +43%
GM
92
GeoWealth Management
Illinois
$6.07M -$1.69M -20,928 -22%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$6.04M -$21.3K -264 -0.4%
RW
94
RVW Wealth
California
$5.68M -$4.14M -51,307 -42%
BWP
95
BSW Wealth Partners
Colorado
$5.65M -$535K -6,633 -9%
RSWM
96
Robertson Stephens Wealth Management
California
$5.53M +$1.37M +16,931 +33%
NA
97
NewEdge Advisors
Louisiana
$5.48M -$362K -4,481 -6%
Truist Financial
98
Truist Financial
North Carolina
$5.37M +$288K +3,571 +6%
MGIA
99
Moneta Group Investment Advisors
Missouri
$5.31M +$639K +7,913 +14%
JFA
100
JNBA Financial Advisors
Minnesota
$5.26M -$325K -4,031 -6%

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.