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iShares ESG Aware MSCI EAFE ETF

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: 641642 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1818 (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
Name Holding Trade Value Shares
Change
Change in
Stake
RZH
101
Relyea Zuckerberg Hanson
Connecticut
$6.17M +$451K +4,987 +8%
CTC
102
Central Trust Company
Missouri
$6.17M +$1.65M +18,223 +38%
JFA
103
JNBA Financial Advisors
Minnesota
$6.14M +$60.1K +664 +1%
MGIA
104
Moneta Group Investment Advisors
Missouri
$6.08M -$90.7K -1,002 -2%
GM
105
GeoWealth Management
Illinois
$6.04M -$369K -4,081 -6%
Fisher Asset Management
106
Fisher Asset Management
Washington
$5.99M +$302K +3,334 +5%
AI
107
Accredited Investors
Minnesota
$5.81M +$1.54K +17 +0%
QC
108
Quent Capital
New York
$5.79M +$7.51K +83 +0.1%
RW
109
RVW Wealth
California
$5.47M -$243K -2,684 -4%
OWM
110
Orgel Wealth Management
Wisconsin
$5.39M +$8.87K +98 +0.2%
OAM
111
Oppenheimer Asset Management
New York
$5.35M +$905 +10 +0%
BWP
112
BSW Wealth Partners
Colorado
$5.34M -$370K -4,084 -7%
MWM
113
Modern Wealth Management
Kansas
$5.27M -$51.5K -569 -1%
SC
114
Savant Capital
Illinois
$5.09M +$146K +1,614 +3%
Citigroup
115
Citigroup
New York
$4.64M -$27.1M -299,368 -86%
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.63M +$66.3K +733 +1%
NA
117
Nottingham Advisors
New York
$4.54M -$105K -1,158 -2%
BEC
118
Blue Edge Capital
Virginia
$4.46M -$388K -4,285 -8%
CAM
119
Cresset Asset Management
Illinois
$4.33M -$2.62K -29 -0.1%
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$4M +$133K +1,475 +4%
BRIA
121
Balanced Rock Investment Advisors
Massachusetts
$3.98M +$154K +1,703 +4%
IWM
122
Integris Wealth Management
California
$3.96M -$69.2K -765 -2%
GC
123
Garde Capital
Washington
$3.91M -$231K -2,549 -6%
BSCCG
124
Blue Sky Capital Consultants Group
California
$3.76M +$142K +1,569 +4%
AWM
125
Axxcess Wealth Management
California
$3.75M +$375K +4,143 +11%

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.