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iShares ESG Aware MSCI EAFE ETF
ESGD

641 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, 265 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 195

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

8% more capital invested

Capital invested by funds: $7.03B → $7.61B (+$583M)

6% more funds holding

Funds holding: 606 → 641 (+35)

1.15% less ownership

Funds ownership: 79.24% → 78.09% (-1.2%)

Holders
641
Holders Change
+35
Holders Change %
+5.78%
% of All Funds
8.44%
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
265
Reduced
195
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$47.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$42.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$34.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$69.8M
2
Morgan Stanley
Morgan Stanley
New York
-$53.3M
3
EI
Ellevest Inc
New York
-$52.9M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$50.6M
5
Jane Street
Jane Street
New York
-$37.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
151
Sincerus Advisory
New York
$2.93M +$285K +3,345 +11%
OCM
152
One Capital Management
California
$2.88M -$138K -1,624 -5%
CWA
153
Crux Wealth Advisors
California
$2.88M +$2.75M +32,263 New
MFG
154
Merit Financial Group
Georgia
$2.86M +$209K +2,451 +8%
JFG
155
JMG Financial Group
Illinois
$2.85M -$87.3K -1,024 -3%
P
156
&Partners
Tennessee
$2.84M +$269K +3,157 +11%
GAM
157
Gould Asset Management
California
$2.83M -$12.5K -147 -0.5%
GWMR
158
GC Wealth Management RIA
Massachusetts
$2.75M – – –
B
159
Bailard
California
$2.72M +$38.6K +453 +2%
AGWCA
160
Annis Gardner Whiting Capital Advisors
Florida
$2.71M +$235K +2,758 +10%
AF
161
Affiance Financial
Minnesota
$2.63M +$60.5K +709 +2%
SWA
162
SOA Wealth Advisors
New York
$2.61M -$21.7K -255 -0.9%
WB
163
WesBanco Bank
West Virginia
$2.6M -$95.3K -1,118 -4%
DT
164
Diversified Trust
Tennessee
$2.59M +$21.9K +257 +0.9%
RF
165
rebel Financial
Ohio
$2.55M +$2.44M +28,618 New
RFA
166
RTD Financial Advisors
Pennsylvania
$2.54M -$177K -2,081 -7%
IAS
167
IMA Advisory Services
Colorado
$2.53M +$44.6K +523 +2%
WAT
168
Wealth Advisory Team
Kentucky
$2.51M +$2.39M +28,079 New
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$2.42M +$2.31M +27,120 New
OWA
170
One Wealth Advisors
California
$2.41M +$573K +6,718 +33%
DAS
171
Dynamic Advisor Solutions
Arizona
$2.4M -$426K -4,999 -16%
BOPW
172
Brandywine Oak Private Wealth
Pennsylvania
$2.39M -$70.3K -824 -3%
MF
173
Montis Financial
Massachusetts
$2.37M +$285K +3,339 +14%
GC
174
Grimes & Company
Massachusetts
$2.33M +$828K +9,712 +59%
FHB
175
First Hawaiian Bank
Hawaii
$2.32M +$548K +6,426 +33%
5 6
7
8 9

ESGD Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2025, worth a combined $7.61B — up 8.3% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ESGD positions and 24 closed out — a net gain of 48 holders — while 265 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $47.8M. The largest seller was Northern Trust, cutting an estimated $69.8M.

  • 641 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $7.61B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2025 and 24 closed out, a net change of +48 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2025 was Betterment LLC, an estimated $47.8M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2025 was Northern Trust, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2025.