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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
SA
201
Sanctuary Advisors
Indiana
$1.51M +$676K +8,383 +83%
PWMG
202
Private Wealth Management Group
New Jersey
$1.5M -$118K -1,460 -7%
CPIG
203
Chicago Partners Investment Group
Illinois
$1.5M +$3.15K +39 +0.2%
EGWAG
204
Elwood & Goetz Wealth Advisory Group
Georgia
$1.48M -$114K -1,410 -7%
WN
205
Williams & Novak
California
$1.47M -$9.2K -114 -0.6%
CB
206
Centennial Bank
Arkansas
$1.45M +$54.5K +675 +4%
G
207
GenTrust
Florida
$1.4M -$201K -2,490 -13%
BF
208
Brooklyn FI
New York
$1.4M +$67.5K +836 +5%
EWP
209
Elevation Wealth Partners
California
$1.36M -$102K -1,262 -7%
PGA
210
Portland Global Advisors
Maine
$1.36M -$178K -2,200 -12%
Acadian Asset Management
211
Acadian Asset Management
Massachusetts
$1.34M +$494K +6,121 +59%
GC
212
Grimes & Company
Massachusetts
$1.34M +$775K +9,603 +140%
JFGLC
213
Johnson Financial Group LLC (Colorado)
Colorado
$1.34M
BBHC
214
Brown Brothers Harriman & Co
New York
$1.34M
PA
215
Planning Alternatives
Michigan
$1.33M -$98K -1,215 -7%
CA
216
CGN Advisors
Kansas
$1.3M -$173K -2,144 -12%
W
217
WealthCollab
Washington
$1.29M
CCA
218
Cobblestone Capital Advisors
New York
$1.27M -$71.1K -881 -5%
TC
219
Trilogy Capital
California
$1.27M -$2.57M -31,863 -67%
EI
220
eCIO Inc
Wisconsin
$1.19M +$1.17M +14,535 New
OFG
221
Omega Financial Group
California
$1.18M +$139K +1,723 +13%
NP
222
NorthRock Partners
Minnesota
$1.18M -$149K -1,847 -11%
PFA
223
Pure Financial Advisors
California
$1.15M -$2.58K -32 -0.2%
PIA
224
Perennial Investment Advisors
California
$1.14M +$214K +2,652 +23%
Citadel Advisors
225
Citadel Advisors
Florida
$1.13M +$641K +7,949 +134%

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.