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iShares ESG Aware MSCI EAFE ETF
ESGD

642 hedge funds and large institutions have $7.9B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 274 increasing their positions, 177 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 177

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $7.61B → $7.9B (+$291M)

0% more funds holding

Funds holding: 641 → 642 (+1)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

0.35% less ownership

Funds ownership: 78.09% → 77.74% (-0.35%)

Holders
642
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
50
Increased
274
Reduced
177
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$24.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
5
BPA
Beacon Pointe Advisors
California
+$12.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45M
3
Citigroup
Citigroup
New York
-$27.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$16.9M
5
Northern Trust
Northern Trust
Illinois
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
76
Sand Hill Global Advisors
California
$11.7M +$334K +3,689 +3%
Stifel Financial
77
Stifel Financial
Missouri
$11.6M +$570K +6,296 +5%
WA
78
Wealth Architects
California
$10.9M +$48.9K +540 +0.5%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$10.9M +$2.71M +30,005 +35%
REMPR
80
Roof Eidam Maycock Peralta (REMP)
California
$10.8M -$36.7K -406 -0.3%
Franklin Resources
81
Franklin Resources
California
$10.7M -$92.8K -1,026 -0.9%
WANY
82
Wealthspire Advisors (New York)
New York
$10.5M -$368K -4,064 -3%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$10.1M -$7.81M -86,300 -44%
Truist Financial
84
Truist Financial
North Carolina
$9.92M +$504K +5,566 +6%
PAS
85
Park Avenue Securities
New York
$9.63M +$2.73M +30,146 +41%
II
86
Impact Investors
California
$9.25M +$1.32M +14,599 +17%
Principal Financial Group
87
Principal Financial Group
Iowa
$8.56M +$8.32M +92,010 New
LWP
88
Laurel Wealth Planning
Minnesota
$8.55M +$26.3K +291 +0.3%
CFG
89
Citizens Financial Group
Rhode Island
$8.42M -$1.59M -17,537 -16%
HWM
90
HB Wealth Management
Georgia
$8.38M +$290K +3,200 +4%
NA
91
NewEdge Advisors
Louisiana
$7.89M +$410K +4,535 +6%
ASN
92
Advisory Services Network
Georgia
$7.86M +$372K +4,111 +5%
AC
93
Apella Capital
Connecticut
$7.43M -$424K -4,684 -6%
Cerity Partners
94
Cerity Partners
New York
$7.29M -$41K -453 -0.6%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$7.29M +$110K +1,211 +2%
FWI
96
Facet Wealth Inc
Maryland
$7.2M -$48.7K -538 -0.7%
Osaic Holdings
97
Osaic Holdings
Arizona
$6.7M +$1.61M +17,800 +32%
RSWM
98
Robertson Stephens Wealth Management
California
$6.61M +$898K +9,922 +16%
WI
99
WrapManager Inc
California
$6.38M -$2.56M -28,349 -29%
MWM
100
Mascoma Wealth Management
New Hampshire
$6.21M +$154K +1,697 +3%
2 3
4
5 6

ESGD Hedge Fund Activity: Q3 2025 in Review

642 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2025, worth a combined $7.9B — up 3.8% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESGD positions and 33 closed out — a net gain of 17 holders — while 274 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $31.7M. The largest seller was Envestnet Asset Management, cutting an estimated $56.7M.

  • 642 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2025, up from 641 in Q2 2025.
  • Funds reported $7.9B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2025 and 33 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $31.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2025.