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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PL
126
Plancorp LLC
Missouri
$3.14M -$196K -2,398 -6%
KP
127
Keel Point
Alabama
$3.08M – – –
DF
128
Dunhill Financial
United Kingdom
$3.07M -$285K -3,483 -8%
MCWS
129
McKinley Carter Wealth Services
West Virginia
$3.06M -$365K -4,473 -11%
AWM
130
Axxcess Wealth Management
California
$3.03M -$372K -4,551 -11%
BSCCG
131
Blue Sky Capital Consultants Group
California
$3.02M -$38.5K -471 -1%
Osaic Holdings
132
Osaic Holdings
Arizona
$3.02M -$1.27M -15,554 -30%
SAG
133
SageView Advisory Group
California
$2.93M -$1.72M -21,028 -37%
ACA
134
Aptus Capital Advisors
Alabama
$2.85M -$86.7K -1,061 -3%
PAS
135
Park Avenue Securities
New York
$2.84M -$292K -3,580 -9%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$2.82M +$365K +4,471 +15%
VAF
137
Values Added Financial
District of Columbia
$2.81M +$839K +10,269 +43%
OCM
138
One Capital Management
California
$2.77M +$859K +10,512 +45%
BFG
139
Baron Financial Group
New Jersey
$2.77M -$7.52K -92 -0.3%
PHIC
140
Pine Haven Investment Counsel
Massachusetts
$2.71M +$34.1K +418 +1%
DWT
141
Dorsey & Whitney Trust
South Dakota
$2.7M +$327K +4,000 +14%
JFG
142
JMG Financial Group
Illinois
$2.7M -$230K -2,819 -8%
SOWAS
143
Silver Oak Wealth Advisors Services
California
$2.64M +$5.72K +70 +0.2%
WP
144
WealthShield Partners
North Carolina
$2.63M +$82 +1 +0%
VCM
145
Vision Capital Management
Oregon
$2.61M -$2.45K -30 -0.1%
DAS
146
Dynamic Advisor Solutions
Arizona
$2.6M -$1.6M -19,608 -38%
GAM
147
Gould Asset Management
California
$2.6M -$5.31K -65 -0.2%
FCI
148
Financial Counselors Inc
Kansas
$2.59M +$1.58M +19,332 +156%
MBT
149
Montecito Bank & Trust
California
$2.54M -$30.2K -370 -1%
BC
150
Brio Consultants
California
$2.54M +$101K +1,238 +4%
4 5
6
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