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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 %
OCM
151
One Capital Management
California
$2.88M -$145K -1,624 -5%
CWA
152
Crux Wealth Advisors
California
$2.88M +$2.88M +32,263 New
MFG
153
Merit Financial Group
Georgia
$2.86M +$219K +2,451 +8%
JFG
154
JMG Financial Group
Illinois
$2.85M -$91.4K -1,024 -3%
P
155
&Partners
Tennessee
$2.84M +$282K +3,157 +11%
GAM
156
Gould Asset Management
California
$2.83M -$13.1K -147 -0.5%
Osaic Holdings
157
Osaic Holdings
Arizona
$2.81M -$70.6K -905 -2%
GWMR
158
GC Wealth Management RIA
Massachusetts
$2.75M – – –
B
159
Bailard
California
$2.72M +$40.4K +453 +2%
AGWCA
160
Annis Gardner Whiting Capital Advisors
Florida
$2.71M +$246K +2,758 +10%
AF
161
Affiance Financial
Minnesota
$2.63M +$63.3K +709 +2%
SWA
162
SOA Wealth Advisors
New York
$2.61M -$22.8K -255 -0.9%
WB
163
WesBanco Bank
West Virginia
$2.6M -$99.7K -1,118 -4%
DT
164
Diversified Trust
Tennessee
$2.59M +$22.9K +257 +0.9%
RF
165
rebel Financial
Ohio
$2.55M +$2.55M +28,618 New
RFA
166
RTD Financial Advisors
Pennsylvania
$2.54M -$186K -2,081 -7%
IAS
167
IMA Advisory Services
Colorado
$2.53M +$46.7K +523 +2%
WAT
168
Wealth Advisory Team
Kentucky
$2.51M +$2.51M +28,079 New
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$2.42M +$2.42M +27,120 New
OWA
170
One Wealth Advisors
California
$2.41M +$599K +6,718 +33%
DAS
171
Dynamic Advisor Solutions
Arizona
$2.4M -$446K -4,999 -16%
BOPW
172
Brandywine Oak Private Wealth
Pennsylvania
$2.39M -$73.5K -824 -3%
MF
173
Montis Financial
Massachusetts
$2.37M +$298K +3,339 +14%
GC
174
Grimes & Company
Massachusetts
$2.33M +$867K +9,712 +59%
FHB
175
First Hawaiian Bank
Hawaii
$2.32M +$573K +6,426 +33%
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