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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

603 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, 252 reducing their positions, and 33 closing their positions.

Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
252
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$869M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$586M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$208M
4
BDFN
4
Bond & Devick Financial Network
Minnesota
$24.3M
5
EB
5
Eastern Bank
Massachusetts
$20M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$106M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$397M
4
ST
4
Spinnaker Trust
Maine
$86.2M
5
UBS Group
5
UBS Group
Switzerland
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Accredited Investors
Minnesota
$5.09M 62,306 -2,776 -4%
QC
102
Quent Capital
New York
$5.04M 61,724 +7,120 +13%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$4.99M 61,057 -3,546 -5%
Citigroup
104
Citigroup
New York
$4.88M 59,787 -1,306 -2%
MWM
105
Mascoma Wealth Management
New Hampshire
$4.87M 59,674 -13,843 -19%
Fisher Asset Management
106
Fisher Asset Management
Washington
$4.84M 59,196 +16,727 +39%
ASN
107
Advisory Services Network
Georgia
$4.82M 58,991 +4,796 +9%
BPA
108
Beacon Pointe Advisors
California
$4.79M 58,654 -3,564 -6%
RZH
109
Relyea Zuckerberg Hanson
Connecticut
$4.75M 58,086 +1,371 +2%
OAM
110
Oppenheimer Asset Management
New York
$4.69M 57,420 +10,059 +21%
SC
111
Savant Capital
Illinois
$4.43M 54,276 -1,212 -2%
NA
112
Nottingham Advisors
New York
$4.37M 53,536 -19,322 -27%
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.14M 50,674 +8,480 +20%
CAM
114
Cresset Asset Management
Illinois
$3.97M 48,555 +272 +0.6%
BEC
115
Blue Edge Capital
Virginia
$3.91M 47,909 +3,936 +9%
P
116
Pitcairn
Pennsylvania
$3.81M 46,665 +48 +0.1%
GC
117
Garde Capital
Washington
$3.63M 44,426 -5,550 -11%
IWM
118
Integris Wealth Management
California
$3.59M 43,902 – –
CTC
119
Central Trust Company
Missouri
$3.49M 42,751 -2,987 -7%
VW
120
Veridan Wealth
Oregon
$3.42M 41,926 -2,487 -6%
CNBT
121
Canandaigua National Bank & Trust
New York
$3.42M 41,918 -259 -0.6%
BRIA
122
Balanced Rock Investment Advisors
Massachusetts
$3.29M 40,307 +881 +2%
KAS
123
Kestra Advisory Services
Texas
$3.21M 39,323 -4,312 -10%
WWP
124
Waypoint Wealth Partners
California
$3.19M 39,104 -1,335 -3%
PA
125
Parkside Advisors
California
$3.18M 38,954 +3,502 +10%
3 4
5
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