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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 %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$1.96M +$235K +2,874 +14%
VC
177
Vicus Capital
Pennsylvania
$1.93M -$96.2K -1,178 -5%
MF
178
Montis Financial
Massachusetts
$1.9M +$691K +8,461 +57%
HI
179
Harbour Investments
Wisconsin
$1.9M +$118K +1,446 +7%
HWM
180
HB Wealth Management
Georgia
$1.88M +$191K +2,342 +11%
BWM
181
BigSur Wealth Management
Florida
$1.88M – – –
AWA
182
Alaska Wealth Advisors
Alaska
$1.88M -$396K -4,844 -17%
LRWA
183
Long Run Wealth Advisors
New York
$1.87M -$343K -4,199 -15%
WWA
184
Wingate Wealth Advisors
Massachusetts
$1.86M -$24.3K -298 -1%
CWM
185
Connecticut Wealth Management
Connecticut
$1.85M – – –
RF
186
RHS Financial
California
$1.85M -$35K -429 -2%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$1.85M +$96.4K +1,160 +5%
IWC
188
Integrated Wealth Concepts
Massachusetts
$1.84M -$29.4K -360 -2%
BCM
189
Brookstone Capital Management
Illinois
$1.83M -$123K -1,507 -6%
FFBTD
190
First Financial Bank - Trust Division
Ohio
$1.76M -$33.6K -411 -2%
HTC
191
Haverford Trust Company
Pennsylvania
$1.67M +$143K +1,749 +9%
OWA
192
One Wealth Advisors
California
$1.66M -$18.9K -231 -1%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$1.62M +$839K +10,272 +108%
PA
194
Parallel Advisors
California
$1.61M +$262K +3,210 +19%
FHB
195
First Hawaiian Bank
Hawaii
$1.6M +$1M +12,242 +166%
CCM
196
Coldstream Capital Management
Washington
$1.6M +$1.06K +13 +0.1%
MMA
197
Miracle Mile Advisors
California
$1.58M -$50.2K -615 -3%
WLIM
198
White Lighthouse Investment Management
Massachusetts
$1.56M -$67.6K -828 -4%
SWG
199
Summit Wealth Group
Vermont
$1.55M +$59K +722 +4%
B
200
Birchbrook
Maine
$1.53M +$52.9K +648 +4%
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