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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
Bank of America
1
Bank of America
North Carolina
$869M +$74.9M +928,376 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$586M +$73M +905,045 +14%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$479M -$8.5M -105,384 -2%
Northern Trust
4
Northern Trust
Illinois
$462M +$4.16M +51,566 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$397M -$16.2M -200,315 -4%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$350M -$16.5M -204,015 -5%
Betterment LLC
7
Betterment LLC
New York
$269M -$8.75M -108,432 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$208M +$16.6M +205,979 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$146M -$6.89M -85,360 -5%
Wells Fargo
10
Wells Fargo
California
$136M +$711K +8,814 +0.5%
Goldman Sachs
11
Goldman Sachs
New York
$128M -$4.26M -52,809 -3%
AA
12
Acorns Advisers
California
$119M -$3.18M -39,388 -3%
UBS Group
13
UBS Group
Switzerland
$107M -$10.6M -131,868 -9%
Ameriprise
14
Ameriprise
Minnesota
$106M -$57.8M -716,460 -36%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$105M -$7.37M -91,379 -7%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$100M +$1.9M +23,513 +2%
Wealthfront Advisers
17
Wealthfront Advisers
California
$91.6M -$443K -5,484 -0.5%
BlackRock
18
BlackRock
New York
$88.7M -$2.88M -35,727 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$88.5M +$5.46M +67,642 +7%
ST
20
Spinnaker Trust
Maine
$86.2M -$11.8M -146,096 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$83M +$2.42M +29,954 +3%
FLPIM
22
F.L. Putnam Investment Management
Massachusetts
$82.2M -$1.46M -18,076 -2%
US Bancorp
23
US Bancorp
Minnesota
$67.4M -$2.11M -26,184 -3%
EI
24
Ellevest Inc
New York
$65.8M -$8.43M -104,514 -11%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$50.8M +$5.34M +66,160 +12%

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.