Who Owns iShares ESG Aware MSCI EAFE ETF (ESGD)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+11 / -2
Price History
ESGD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +29K | +$1.0T |
| FMR LLC | Increased | +383K | +$343.7B |
| Wealthfront Advisers LLC | New Position | +1.2M | +$118.6B |
| SPINNAKER TRUST | New Position | +1.1M | +$100.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +809K | +$76.0B |
| CITADEL ADVISORS LLC | Increased | +378K | +$35.6B |
| JPMORGAN CHASE & CO | Increased | +237K | +$35.1B |
| D.A. DAVIDSON & CO. | New Position | +364K | +$34.6B |
| Bond & Devick Financial Network, Inc. | New Position | +340K | +$32.4B |
| High Note Wealth, LLC | New Position | +316K | +$30.0B |
| EASTERN BANK | New Position | +282K | +$26.8B |
| KEYBANK NATIONAL ASSOCIATION/OH | New Position | +273K | +$26.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +250K | +$23.0B |
| LFA - Lugano Financial Advisors SA | New Position | +230K | +$21.8B |
| HOWLAND CAPITAL MANAGEMENT LLC | New Position | +203K | +$19.3B |
ESGD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | Decreased | -9K | -$123.7B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -944K | -$107.9B |
| M&T BANK CORP | Decreased | -542K | -$50.4B |
| HighTower Advisors, LLC | Decreased | -754 | -$48.3B |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Decreased | -2K | -$26.4B |
| Bank Julius Baer & Co. Ltd, Zurich | Closed Position | -273K | -$25.4B |
| Orgel Wealth Management, LLC | Decreased | -51 | -$5.4B |
| AMERIPRISE FINANCIAL INC | Decreased | -59K | -$4.0B |
| Plancorp, LLC | Decreased | -674 | -$3.3B |
| FIFTH THIRD BANCORP | Decreased | -49K | -$3.3B |
| OSAIC HOLDINGS, INC. | Decreased | -6K | -$2.7B |
| Laird Norton Wetherby Wealth Management, LLC | Closed Position | -27K | -$2.5B |
| Dynamic Advisor Solutions LLC | Decreased | -12K | -$2.4B |
| Integrated Wealth Concepts LLC | Decreased | -16K | -$2.3B |
| US BANCORP \DE\ | Decreased | -41K | -$2.3B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 8,347,515 | $793.0B | 0.06% | Share |
| 2 | JPMORGAN CHASE & CO | 5,761,623 | $547.0B | 0.03% | Share |
| 3 | FMR LLC | 3,625,329 | $344.0B | 0.02% | Share |
| 4 | NORTHERN TRUST CORP | 2,443,149 | $232.0B | 0.03% | Share |
| 5 | NORTHERN TRUST CORP | 2,266,782 | $215.0B | 0.03% | Share |
| 6 | JPMORGAN CHASE & CO | 1,666,129 | $158.0B | 0.01% | Share |
| 7 | BANK OF AMERICA CORP /DE/ | 1,447,301 | $137.0B | 0.01% | Share |
| 8 | GOLDMAN SACHS GROUP INC | 1,383,840 | $131.0B | 0.02% | Share |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 1,369,980 | $129.0B | 0.20% | Share |
| 10 | Wealthfront Advisers LLC | 1,247,288 | $118.6B | 0.27% | Share |
| 11 | UBS Group AG | 1,220,919 | $116.1B | 0.02% | Share |
| 12 | SPINNAKER TRUST | 1,052,778 | $100.0B | 5.35% | Share |
| 13 | AMERIPRISE FINANCIAL INC | 950,904 | $90.0B | 0.02% | Share |
| 14 | BANK OF AMERICA CORP /DE/ | 938,213 | $89.0B | 0.01% | Share |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 808,836 | $76.0B | 0.10% | Share |
| 16 | WELLS FARGO & COMPANY/MN | 708,182 | $67.0B | 0.01% | Share |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 672,375 | $63.0B | 0.03% | Share |
| 18 | FIFTH THIRD BANCORP | 610,365 | $58.0B | 0.18% | Share |
| 19 | US BANCORP \DE\ | 573,017 | $54.5B | 0.06% | Share |
| 20 | WELLS FARGO & COMPANY/MN | 558,138 | $53.0B | 0.01% | Share |
| 21 | FIDUCIARY TRUST CO | 510,404 | $48.0B | 0.55% | Share |
| 22 | ROYAL BANK OF CANADA | 508,755 | $48.0B | 0.01% | Share |
| 23 | WELLS FARGO & COMPANY/MN | 491,462 | $46.0B | 0.01% | Share |
| 24 | IMPACTfolio, LLC | 399,378 | $38.0B | 15.95% | Share |
| 25 | CITADEL ADVISORS LLC | 383,018 | $36.0B | 0.01% | Share |
| 26 | SEI INVESTMENTS CO | 380,255 | $36.0B | 0.04% | Share |
| 27 | D.A. DAVIDSON & CO. | 364,023 | $34.6B | 0.21% | Share |
| 28 | Bond & Devick Financial Network, Inc. | 340,419 | $32.4B | 9.12% | Share |
| 29 | High Note Wealth, LLC | 316,154 | $30.0B | 5.88% | Share |
| 30 | JPMORGAN CHASE & CO | 296,935 | $28.0B | 0.00% | Share |
| 31 | Ally Invest Advisors Inc. | 282,978 | $26.9B | 1.86% | Share |
| 32 | EASTERN BANK | 281,669 | $26.8B | 0.46% | Share |
| 33 | KEYBANK NATIONAL ASSOCIATION/OH | 273,481 | $26.0B | 0.09% | Share |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 249,842 | $23.0B | 0.00% | Share |
| 35 | LFA - Lugano Financial Advisors SA | 229,552 | $21.8B | 11.27% | Share |
| 36 | Stanich Group LLC | 211,591 | $20.1B | 15.17% | Share |
| 37 | Forefront Analytics, LLC | 211,190 | $20.1B | 17.73% | Share |
| 38 | BLAIR WILLIAM & CO/IL | 213,412 | $20.0B | 0.05% | Share |
| 39 | HOWLAND CAPITAL MANAGEMENT LLC | 203,446 | $19.3B | 0.74% | Share |
| 40 | Ellevest, Inc. | 206,533 | $19.0B | 2.63% | Share |
| 41 | JONES FINANCIAL COMPANIES LLLP | 202,095 | $19.0B | 0.01% | Share |
| 42 | Steward Partners Investment Advisory, LLC | 193,280 | $18.0B | 0.10% | Share |
| 43 | Windsor Capital Management, LLC | 180,988 | $17.2B | 4.75% | Share |
| 44 | Baird Financial Group, Inc. | 180,944 | $17.0B | 0.03% | Share |
| 45 | JPMORGAN CHASE & CO | 158,391 | $15.0B | 0.00% | Share |
| 46 | Private Advisor Group, LLC | 157,255 | $14.0B | 0.07% | Share |
| 47 | Clarius Group, LLC | 140,693 | $13.4B | 0.76% | Share |
| 48 | Shira Ridge Wealth Management | 136,577 | $13.0B | 5.22% | Share |
| 49 | ALESCO ADVISORS LLC | 132,544 | $12.6B | 0.33% | Share |
| 50 | Fund Evaluation Group, LLC | 131,274 | $12.5B | 0.41% | Share |
ESGD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 706 | $4.9T | +353 |
| Q3 2025 | 353 | $3.4T | -238 |
| Q2 2025 | 591 | $4.6T | -7 |
| Q1 2025 | 598 | $4.8T | +109 |
| Q4 2024 | 489 | $69.8T | +91 |
| Q3 2024 | 398 | $339.5T | +11 |
| Q2 2024 | 387 | $279.5T | +11 |
| Q1 2024 | 376 | $239.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold ESGD (iShares ESG Aware MSCI EAFE ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $793.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own ESGD?
As of Q4 2025, 50 institutional investors report holding ESGD (iShares ESG Aware MSCI EAFE ETF) in their 13F filings.
Who is the largest institutional holder of ESGD?
The largest institutional holder of ESGD is BANK OF AMERICA CORP /DE/ with $793.0B in shares.
Is institutional ownership of ESGD increasing or decreasing?
This quarter, 11 institutions opened new positions in ESGD and 2 closed their positions.