ESGD icon

iShares ESG Aware MSCI EAFE ETF

604 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, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2.63% less ownership

Funds ownership: 81.85%79.23% (-2.6%)

25% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 253

Holders
604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
Franklin Resources
77
Franklin Resources
California
$9.82M
REMPR
78
Roof Eidam Maycock Peralta (REMP)
California
$9.69M
WANY
79
Wealthspire Advisors (New York)
New York
$9.69M
Stifel Financial
80
Stifel Financial
Missouri
$9.68M
CFG
81
Citizens Financial Group
Rhode Island
$9.41M
WA
82
Wealth Architects
California
$8.68M
OWM
83
Orgel Wealth Management
Wisconsin
$8.15M
HIF
84
Hill Island Financial
Michigan
$8.01M
WI
85
WrapManager Inc
California
$8M
LGWM
86
Litman Gregory Wealth Management
California
$7.95M
LWP
87
Laurel Wealth Planning
Minnesota
$7.81M
FWI
88
Facet Wealth Inc
Maryland
$6.82M
II
89
Impact Investors
California
$6.81M
AC
90
Apella Capital
Connecticut
$6.58M
Cerity Partners
91
Cerity Partners
New York
$6.43M
GM
92
GeoWealth Management
Illinois
$6.07M
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$6.04M
RW
94
RVW Wealth
California
$5.68M
BWP
95
BSW Wealth Partners
Colorado
$5.65M
RSWM
96
Robertson Stephens Wealth Management
California
$5.53M
NA
97
NewEdge Advisors
Louisiana
$5.48M
Truist Financial
98
Truist Financial
North Carolina
$5.37M
MGIA
99
Moneta Group Investment Advisors
Missouri
$5.31M
JFA
100
JNBA Financial Advisors
Minnesota
$5.26M