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iShares ESG Aware MSCI EAFE ETF
ESGD

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: 15 → 16 (+1)

0% less funds holding

Funds holding: 607 → 606 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$74.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$73M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.6M
4
BDFN
Bond & Devick Financial Network
Minnesota
+$10.1M
5
EB
Eastern Bank
Massachusetts
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$57.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.5M
3
Morgan Stanley
Morgan Stanley
New York
-$16.2M
4
ST
Spinnaker Trust
Maine
-$11.8M
5
UBS Group
UBS Group
Switzerland
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
151
GC Wealth Management RIA
Massachusetts
$2.52M +$88.8K +1,100 +4%
RFA
152
RTD Financial Advisors
Pennsylvania
$2.5M +$21K +260 +0.9%
WB
153
WesBanco Bank
West Virginia
$2.47M -$22.9K -284 -0.9%
FA
154
Financial Advisors
Massachusetts
$2.46M +$646 +8 +0%
B
155
Bailard
California
$2.45M +$148K +1,832 +6%
MFG
156
Merit Financial Group
Georgia
$2.42M -$282K -3,497 -11%
SWA
157
SOA Wealth Advisors
New York
$2.41M -$3.42M -42,419 -59%
SA
158
Sincerus Advisory
New York
$2.38M +$2.58K +32 +0.1%
P
159
&Partners
Tennessee
$2.37M +$244K +3,019 +12%
AF
160
Affiance Financial
Minnesota
$2.35M +$281K +3,485 +14%
DT
161
Diversified Trust
Tennessee
$2.35M +$114K +1,412 +5%
IAS
162
IMA Advisory Services
Colorado
$2.27M – – –
BOPW
163
Brandywine Oak Private Wealth
Pennsylvania
$2.26M -$142K -1,760 -6%
AGWCA
164
Annis Gardner Whiting Capital Advisors
Florida
$2.26M +$204K +2,534 +10%
CL
165
Choreo LLC
Illinois
$2.24M -$109K -1,345 -5%
HWA
166
Heritage Wealth Advisors
Virginia
$2.24M +$83.9K +1,040 +4%
HHGA
167
Halbert Hargrove Global Advisors
California
$2.23M +$326K +4,041 +17%
NCM
168
Neumann Capital Management
California
$2.17M -$4.04K -50 -0.2%
COCM
169
Charter Oak Capital Management
New Hampshire
$2.13M -$186K -2,299 -8%
HWA
170
Hilltop Wealth Advisors
North Carolina
$2.12M -$50.9K -631 -2%
PWMG
171
Pioneer Wealth Management Group
Texas
$2.1M +$2.07M +25,709 New
TWM
172
TriaGen Wealth Management
California
$2.06M -$6.86K -85 -0.3%
CWP
173
CFM Wealth Partners
Texas
$2.01M +$78.7K +975 +4%
CWM
174
Cranbrook Wealth Management
Michigan
$2.01M -$76.5K -948 -4%
OFP
175
OLIO Financial Planning
Virginia
$1.99M +$61.6K +764 +3%
5 6
7
8 9

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.