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iShares ESG Aware MSCI EAFE ETF

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: 1516 (+1)

0% less funds holding

Funds holding: 607606 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$1.96M +$232K +2,874 +14%
VC
177
Vicus Capital
Pennsylvania
$1.93M -$95.1K -1,178 -5%
MF
178
Montis Financial
Massachusetts
$1.9M +$683K +8,461 +57%
HI
179
Harbour Investments
Wisconsin
$1.9M +$117K +1,446 +7%
HWM
180
HB Wealth Management
Georgia
$1.88M +$189K +2,342 +11%
BWM
181
BigSur Wealth Management
Florida
$1.88M
AWA
182
Alaska Wealth Advisors
Alaska
$1.88M -$391K -4,844 -17%
LRWA
183
Long Run Wealth Advisors
New York
$1.87M -$339K -4,199 -15%
WWA
184
Wingate Wealth Advisors
Massachusetts
$1.86M -$24K -298 -1%
CWM
185
Connecticut Wealth Management
Connecticut
$1.85M
RF
186
RHS Financial
California
$1.85M -$34.6K -429 -2%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$1.85M +$93.6K +1,160 +5%
IWC
188
Integrated Wealth Concepts
Massachusetts
$1.84M -$29K -360 -2%
BCM
189
Brookstone Capital Management
Illinois
$1.83M -$122K -1,507 -6%
FFBTD
190
First Financial Bank - Trust Division
Ohio
$1.76M -$33.2K -411 -2%
HTC
191
Haverford Trust Company
Pennsylvania
$1.67M +$141K +1,749 +9%
OWA
192
One Wealth Advisors
California
$1.66M -$18.6K -231 -1%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$1.62M +$829K +10,272 +108%
PA
194
Parallel Advisors
California
$1.61M +$259K +3,210 +19%
FHB
195
First Hawaiian Bank
Hawaii
$1.6M +$988K +12,242 +166%
CCM
196
Coldstream Capital Management
Washington
$1.6M +$1.05K +13 +0.1%
MMA
197
Miracle Mile Advisors
California
$1.58M -$49.6K -615 -3%
WLIM
198
White Lighthouse Investment Management
Massachusetts
$1.56M -$66.8K -828 -4%
SWG
199
Summit Wealth Group
Vermont
$1.55M +$58.3K +722 +4%
B
200
Birchbrook
Maine
$1.53M +$52.3K +648 +4%

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.