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iShares ESG Advanced MSCI EAFE ETF

212 hedge funds and large institutions have $548M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 220212 (-8)

6.43% less ownership

Funds ownership: 79.71%73.28% (-6.4%)

11% less capital invested

Capital invested by funds: $618M → $548M (-$70.2M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

48% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 103

Holders
212
Holders Change
-8
Holders Change %
-3.64%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
54
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3M -$546K -8,049 -15%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$2.93M
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$2.87M +$107K +1,573 +4%
KFAA
29
Klaas Financial Asset Advisors
Illinois
$2.86M +$16.1K +238 +0.6%
APW
30
Atlantic Private Wealth
North Carolina
$2.83M +$1.69K +25 +0.1%
EFN
31
Equita Financial Network
Pennsylvania
$2.78M +$283K +4,176 +11%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$2.67M +$611K +9,010 +29%
AFG
33
Albion Financial Group
Utah
$2.66M +$897K +13,230 +50%
OWA
34
One Wealth Advisors
California
$2.63M -$1.27M -18,782 -33%
AssetMark Inc
35
AssetMark Inc
California
$2.39M -$1.26M -18,543 -34%
Corient Private Wealth
36
Corient Private Wealth
Florida
$2.21M +$122K +1,800 +6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.19M -$1.58M -23,298 -42%
NA
38
NewEdge Advisors
Louisiana
$2.17M +$2.18M +32,154 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.12M -$46.7K -689 -2%
WA
40
Westfuller Advisors
New York
$2.08M
DL
41
DOHJ LLC
Washington
$2.05M +$187K +2,763 +10%
AM
42
Atwater Malick
Pennsylvania
$1.99M +$508K +7,502 +34%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$1.93M +$14.2K +210 +0.7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.91M -$785K -11,584 -29%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.91M -$914K -13,486 -32%
FPF
46
First Pacific Financial
Washington
$1.89M -$125K -1,845 -6%
AWS
47
Atria Wealth Solutions
New York
$1.87M -$1.77M -26,092 -48%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.85M -$157K -2,309 -8%
RCG
49
Regatta Capital Group
California
$1.85M -$964K -14,222 -34%
PA
50
Parkside Advisors
California
$1.66M

DMXF Hedge Fund Activity: Q1 2025 in Review

212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2025, worth a combined $548M — down 11% from $618M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DMXF and 20 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 54 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12.2M. The largest seller was Envestnet Asset Management, cutting an estimated $56.3M.

  • 212 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2025, down from 220 in Q4 2024.
  • Funds reported $548M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2025 and 23 closed out, a net change of -3 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $12.2M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2025.