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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
JFG
151
JMG Financial Group
Illinois
$2.97M – – –
MFG
152
Merit Financial Group
Georgia
$2.94M -$43.1K -476 -1%
OWA
153
One Wealth Advisors
California
$2.92M +$403K +4,453 +17%
MF
154
Montis Financial
Massachusetts
$2.92M +$436K +4,817 +18%
FPAS
155
Focus Partners Advisor Solutions
Missouri
$2.92M +$961K +10,624 +53%
P
156
&Partners
Tennessee
$2.88M -$76.6K -847 -3%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$2.87M +$704K +7,779 +34%
MBT
158
Montecito Bank & Trust
California
$2.84M +$2.76M +30,502 New
AGWCA
159
Annis Gardner Whiting Capital Advisors
Florida
$2.83M +$1.99K +22 +0.1%
B
160
Bailard
California
$2.8M -$34.7K -384 -1%
WB
161
WesBanco Bank
West Virginia
$2.79M +$78.4K +866 +3%
FCH
162
Freestone Capital Holdings
Washington
$2.77M +$2.69M +29,743 New
AF
163
Affiance Financial
Minnesota
$2.72M -$22.3K -247 -0.8%
SWA
164
SOA Wealth Advisors
New York
$2.71M -$17.6K -195 -0.7%
DT
165
Diversified Trust
Tennessee
$2.68M -$14.5K -160 -0.6%
EI
166
eCIO Inc
Wisconsin
$2.66M +$375K +4,146 +17%
IAS
167
IMA Advisory Services
Colorado
$2.64M – – –
RF
168
rebel Financial
Ohio
$2.61M -$2.59M -28,618 Closed
RFA
169
RTD Financial Advisors
Pennsylvania
$2.6M -$51.8K -572 -2%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$2.52M +$1.36K +15 +0.1%
GC
171
Grimes & Company
Massachusetts
$2.47M +$38K +420 +2%
NCM
172
Neumann Capital Management
California
$2.45M +$62.9K +695 +3%
HTC
173
Haverford Trust Company
Pennsylvania
$2.4M +$60.8K +672 +3%
WP
174
WealthShield Partners
North Carolina
$2.4M +$93.7K +1,036 +4%
FHB
175
First Hawaiian Bank
Hawaii
$2.39M -$25.3K -280 -1%
5 6
7
8 9

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.