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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
1
Betterment LLC
New York
$344M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$45M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$196M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$264M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$669M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$377M
3
EI
3
Ellevest Inc
New York
$16.5M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$62.1M
5
Jane Street
5
Jane Street
New York
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRIA
126
Balanced Rock Investment Advisors
Massachusetts
$3.66M +$67.3K +754 +2%
DF
127
Dunhill Financial
United Kingdom
$3.61M +$254K +2,846 +8%
CNBT
128
Canandaigua National Bank & Trust
New York
$3.57M -$173K -1,942 -5%
WWP
129
Waypoint Wealth Partners
California
$3.49M – – –
BSCCG
130
Blue Sky Capital Consultants Group
California
$3.47M +$170K +1,907 +5%
KP
131
Keel Point
Alabama
$3.43M +$61.6K +690 +2%
KAS
132
Kestra Advisory Services
Texas
$3.38M -$124K -1,390 -4%
P
133
Pitcairn
Pennsylvania
$3.34M -$826K -9,254 -20%
PA
134
Parkside Advisors
California
$3.32M -$152K -1,709 -4%
DWT
135
Dorsey & Whitney Trust
South Dakota
$3.3M +$357K +4,000 +12%
SAG
136
SageView Advisory Group
California
$3.25M +$60.1K +676 +2%
DRP
137
Decker Retirement Planning
Utah
$3.24M +$3.23M +36,174 +38,897%
AWM
138
Axxcess Wealth Management
California
$3.23M -$83.4K -935 -3%
PL
139
Plancorp LLC
Missouri
$3.23M -$198K -2,224 -6%
HWA
140
Hilltop Wealth Advisors
North Carolina
$3.16M +$844K +9,461 +36%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$3.12M -$222K -2,493 -7%
SOWAS
142
Silver Oak Wealth Advisors Services
California
$3.12M +$235K +2,638 +8%
VCM
143
Vision Capital Management
Oregon
$3.03M +$178K +1,995 +6%
BC
144
Brio Consultants
California
$3.02M +$246K +2,762 +9%
ACA
145
Aptus Capital Advisors
Alabama
$3.02M -$97.1K -1,088 -3%
HWA
146
Heritage Wealth Advisors
Virginia
$3M +$559K +6,265 +23%
PHIC
147
Pine Haven Investment Counsel
Massachusetts
$2.99M +$37.1K +416 +1%
MT
148
Midwest Trust
Kansas
$2.96M +$2.96M +33,224 New
BFG
149
Baron Financial Group
New Jersey
$2.96M -$67.8K -760 -2%
SA
150
Sincerus Advisory
New York
$2.93M +$302K +3,345 +11%
4 5
6
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