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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 %
FA
101
Forefront Analytics
Pennsylvania
$6.49M +$6.49M +72,693 New
GM
102
GeoWealth Management
Illinois
$6.16M -$476K -5,330 -7%
MGIA
103
Moneta Group Investment Advisors
Missouri
$5.92M +$122K +1,366 +2%
JFA
104
JNBA Financial Advisors
Minnesota
$5.83M +$82.5K +925 +1%
MWM
105
Mascoma Wealth Management
New Hampshire
$5.81M +$481K +5,393 +9%
BPA
106
Beacon Pointe Advisors
California
$5.72M +$483K +5,415 +9%
AI
107
Accredited Investors
Minnesota
$5.57M +$15.2K +170 +0.3%
QC
108
Quent Capital
New York
$5.55M +$46K +516 +0.8%
RW
109
RVW Wealth
California
$5.49M -$711K -7,973 -11%
BWP
110
BSW Wealth Partners
Colorado
$5.49M -$678K -7,599 -11%
RZH
111
Relyea Zuckerberg Hanson
Connecticut
$5.48M +$295K +3,312 +6%
Fisher Asset Management
112
Fisher Asset Management
Washington
$5.45M +$173K +1,934 +3%
RSWM
113
Robertson Stephens Wealth Management
California
$5.45M -$587K -6,580 -10%
OWM
114
Orgel Wealth Management
Wisconsin
$5.16M -$3.74M -41,881 -42%
OAM
115
Oppenheimer Asset Management
New York
$5.13M +$5.98K +67 +0.1%
MWM
116
Modern Wealth Management
Kansas
$5.03M +$4.48M +50,180 +806%
CAM
117
Cresset Asset Management
Illinois
$4.84M +$510K +5,712 +12%
SC
118
Savant Capital
Illinois
$4.74M -$106K -1,187 -2%
BEC
119
Blue Edge Capital
Virginia
$4.66M +$383K +4,293 +9%
NA
120
Nottingham Advisors
New York
$4.46M -$320K -3,592 -7%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M -$139K -1,558 -3%
CTC
122
Central Trust Company
Missouri
$4.29M +$479K +5,369 +13%
GC
123
Garde Capital
Washington
$3.98M +$12.4K +139 +0.3%
IWM
124
Integris Wealth Management
California
$3.86M -$52K -583 -1%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$3.71M +$626K +7,020 +20%
3 4
5
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