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iShares ESG Aware MSCI EAFE ETF
ESGD

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: 641 → 642 (+1)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (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
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$24.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
5
BPA
Beacon Pointe Advisors
California
+$12.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45M
3
Citigroup
Citigroup
New York
-$27.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$16.9M
5
Northern Trust
Northern Trust
Illinois
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VW
126
Veridan Wealth
Oregon
$3.69M +$3.59M +39,643 New
KP
127
Keel Point
Alabama
$3.57M – – –
CNBT
128
Canandaigua National Bank & Trust
New York
$3.56M -$149K -1,645 -4%
CWA
129
Crux Wealth Advisors
California
$3.52M +$506K +5,597 +17%
OCM
130
One Capital Management
California
$3.47M +$451K +4,984 +15%
KAS
131
Kestra Advisory Services
Texas
$3.46M -$60.5K -669 -2%
DWT
132
Dorsey & Whitney Trust
South Dakota
$3.44M – – –
SAG
133
SageView Advisory Group
California
$3.4M -$543 -6 -0%
DF
134
Dunhill Financial
United Kingdom
$3.38M -$369K -4,079 -10%
PL
135
Plancorp LLC
Missouri
$3.35M -$12.8K -141 -0.4%
HWA
136
Hilltop Wealth Advisors
North Carolina
$3.3M +$5.97K +66 +0.2%
BC
137
Brio Consultants
California
$3.29M +$135K +1,487 +4%
HWA
138
Heritage Wealth Advisors
Virginia
$3.28M +$141K +1,563 +5%
SOWAS
139
Silver Oak Wealth Advisors Services
California
$3.25M – – –
MCWS
140
McKinley Carter Wealth Services
West Virginia
$3.25M -$2.71K -30 -0.1%
DRP
141
Decker Retirement Planning
Utah
$3.17M -$195K -2,155 -6%
PHIC
142
Pine Haven Investment Counsel
Massachusetts
$3.15M +$25.8K +285 +0.8%
ACA
143
Aptus Capital Advisors
Alabama
$3.13M -$15.8K -175 -0.5%
MT
144
Midwest Trust
Kansas
$3.12M +$25.7K +284 +0.9%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$3.08M +$1.03M +11,417 +52%
BFG
146
Baron Financial Group
New Jersey
$3.08M -$7.78K -86 -0.3%
GAM
147
Gould Asset Management
California
$3.06M +$107K +1,188 +4%
SA
148
Sincerus Advisory
New York
$3.04M +$22.5K +249 +0.8%
VCM
149
Vision Capital Management
Oregon
$3.04M -$118K -1,301 -4%
GWMR
150
GC Wealth Management RIA
Massachusetts
$3.01M +$139K +1,532 +5%
4 5
6
7 8

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.