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iShares ESG Aware MSCI EAFE ETF

606 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 44 funds opening new positions, 191 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $6.58B → $7.03B (+$451M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% less funds holding

Funds holding: 607606 (-1)

2.61% less ownership

Funds ownership: 81.85%79.24% (-2.6%)

25% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 253

Holders
606
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.13%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
44
Increased
191
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
126
Plancorp LLC
Missouri
$3.14M -$193K -2,398 -6%
KP
127
Keel Point
Alabama
$3.08M
DF
128
Dunhill Financial
United Kingdom
$3.07M -$281K -3,483 -8%
MCWS
129
McKinley Carter Wealth Services
West Virginia
$3.06M -$361K -4,473 -11%
AWM
130
Axxcess Wealth Management
California
$3.03M -$367K -4,551 -11%
BSCCG
131
Blue Sky Capital Consultants Group
California
$3.02M -$38K -471 -1%
Osaic Holdings
132
Osaic Holdings
Arizona
$3.02M -$1.26M -15,554 -30%
SAG
133
SageView Advisory Group
California
$2.93M -$1.7M -21,028 -37%
ACA
134
Aptus Capital Advisors
Alabama
$2.85M -$85.6K -1,061 -3%
PAS
135
Park Avenue Securities
New York
$2.84M -$289K -3,580 -9%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$2.82M +$361K +4,471 +15%
VAF
137
Values Added Financial
District of Columbia
$2.81M +$829K +10,269 +43%
OCM
138
One Capital Management
California
$2.77M +$848K +10,512 +45%
BFG
139
Baron Financial Group
New Jersey
$2.77M -$7.42K -92 -0.3%
PHIC
140
Pine Haven Investment Counsel
Massachusetts
$2.71M +$33.7K +418 +1%
DWT
141
Dorsey & Whitney Trust
South Dakota
$2.7M +$323K +4,000 +14%
JFG
142
JMG Financial Group
Illinois
$2.7M -$227K -2,819 -8%
SOWAS
143
Silver Oak Wealth Advisors Services
California
$2.64M +$5.65K +70 +0.2%
WP
144
WealthShield Partners
North Carolina
$2.63M +$81 +1 +0%
VCM
145
Vision Capital Management
Oregon
$2.61M -$2.42K -30 -0.1%
DAS
146
Dynamic Advisor Solutions
Arizona
$2.6M -$1.58M -19,608 -38%
GAM
147
Gould Asset Management
California
$2.6M -$5.25K -65 -0.2%
FCI
148
Financial Counselors Inc
Kansas
$2.59M +$1.56M +19,332 +156%
MBT
149
Montecito Bank & Trust
California
$2.54M -$29.9K -370 -1%
BC
150
Brio Consultants
California
$2.54M +$99.9K +1,238 +4%

ESGD Hedge Fund Activity: Q1 2025 in Review

606 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2025, worth a combined $7.03B — up 6.9% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGD positions and 33 closed out — a net gain of 11 holders — while 191 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $74.9M. The largest seller was Ameriprise, cutting an estimated $57.8M.

  • 606 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2025, down from 607 in Q4 2024.
  • Funds reported $7.03B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2025 and 33 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2025 was Bank of America, an estimated $74.9M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2025 was Ameriprise, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.