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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
Bank of America
North Carolina
$869M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$586M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$208M
4
BDFN
Bond & Devick Financial Network
Minnesota
$24.3M
5
EB
Eastern Bank
Massachusetts
$20M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$106M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$350M
3
Morgan Stanley
Morgan Stanley
New York
$397M
4
ST
Spinnaker Trust
Maine
$86.2M
5
UBS Group
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMR
151
GC Wealth Management RIA
Massachusetts
$2.52M +$89.9K +1,100 +4%
RFA
152
RTD Financial Advisors
Pennsylvania
$2.5M +$21.2K +260 +0.9%
WB
153
WesBanco Bank
West Virginia
$2.47M -$23.2K -284 -0.9%
FA
154
Financial Advisors
Massachusetts
$2.46M +$654 +8 +0%
B
155
Bailard
California
$2.45M +$150K +1,832 +6%
MFG
156
Merit Financial Group
Georgia
$2.42M -$286K -3,497 -11%
SWA
157
SOA Wealth Advisors
New York
$2.41M -$3.47M -42,419 -59%
SA
158
Sincerus Advisory
New York
$2.38M +$2.61K +32 +0.1%
P
159
&Partners
Tennessee
$2.37M +$249K +3,019 +12%
AF
160
Affiance Financial
Minnesota
$2.35M +$285K +3,485 +14%
DT
161
Diversified Trust
Tennessee
$2.35M +$115K +1,412 +5%
IAS
162
IMA Advisory Services
Colorado
$2.27M – – –
BOPW
163
Brandywine Oak Private Wealth
Pennsylvania
$2.26M -$144K -1,760 -6%
AGWCA
164
Annis Gardner Whiting Capital Advisors
Florida
$2.26M +$207K +2,534 +10%
CL
165
Choreo LLC
Illinois
$2.24M -$110K -1,345 -5%
HWA
166
Heritage Wealth Advisors
Virginia
$2.24M +$85K +1,040 +4%
HHGA
167
Halbert Hargrove Global Advisors
California
$2.23M +$330K +4,041 +17%
NCM
168
Neumann Capital Management
California
$2.17M -$4.08K -50 -0.2%
COCM
169
Charter Oak Capital Management
New Hampshire
$2.13M -$188K -2,299 -8%
HWA
170
Hilltop Wealth Advisors
North Carolina
$2.12M -$51.5K -631 -2%
PWMG
171
Pioneer Wealth Management Group
Texas
$2.1M +$2.1M +25,709 New
TWM
172
TriaGen Wealth Management
California
$2.06M -$6.94K -85 -0.3%
CWP
173
CFM Wealth Partners
Texas
$2.01M +$79.6K +975 +4%
CWM
174
Cranbrook Wealth Management
Michigan
$2.01M -$77.4K -948 -4%
OFP
175
OLIO Financial Planning
Virginia
$1.99M +$62.4K +764 +3%
5 6
7
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