We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

224 hedge funds and large institutions have $582M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $548M → $582M (+$34.1M)

6% more funds holding

Funds holding: 212224 (+12)

2.79% less ownership

Funds ownership: 73.28%70.49% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 99

Holders
224
Holders Change
+12
Holders Change %
+5.66%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
64
Reduced
99
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$3.25M +$69.2K +979 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.25M -$61.3K -867 -2%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$3.24M
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$3.24M +$276K +3,900 +10%
APW
30
Atlantic Private Wealth
North Carolina
$3.13M +$636 +9 +0%
AFG
31
Albion Financial Group
Utah
$2.95M +$6.79K +96 +0.2%
OWA
32
One Wealth Advisors
California
$2.83M -$69.6K -985 -3%
EFN
33
Equita Financial Network
Pennsylvania
$2.79M -$269K -3,812 -9%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.77M +$2.33M +33,017 +776%
AssetMark Inc
35
AssetMark Inc
California
$2.71M +$62.2K +880 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.61M +$475K +6,722 +24%
Corient Private Wealth
37
Corient Private Wealth
Florida
$2.48M +$36.5K +516 +2%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.47M +$811K +11,475 +51%
WA
39
Westfuller Advisors
New York
$2.33M +$34.3K +485 +2%
AM
40
Atwater Malick
Pennsylvania
$2.33M +$123K +1,737 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.27M -$66.2K -937 -3%
NA
42
NewEdge Advisors
Louisiana
$2.24M -$141K -1,998 -6%
DRP
43
Decker Retirement Planning
Utah
$2.23M +$2.11M +29,836 +38,251%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.17M +$52.4K +742 +3%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$2.15M +$11.5K +163 +0.6%
IWC
46
Integrated Wealth Concepts
Massachusetts
$2.06M +$19K +269 +1%
FPF
47
First Pacific Financial
Washington
$1.89M -$189K -2,668 -10%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.87M -$4.91M -69,518 -73%
PA
49
Parkside Advisors
California
$1.84M
OIA
50
OneDigital Investment Advisors
Kansas
$1.78M +$388K +5,489 +30%

DMXF Hedge Fund Activity: Q2 2025 in Review

224 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2025, worth a combined $582M — up 6.2% from $548M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DMXF positions and 17 closed out — a net gain of 16 holders — while 64 added to existing stakes and 99 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $5.01M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $9.33M sold.

  • 224 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2025, up from 212 in Q1 2025.
  • Funds reported $582M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 33 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2025 and 17 closed out, a net change of +16 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2025 was Bailard, an estimated $5.01M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2025 was Park Avenue Securities, an estimated $9.33M sold.

Based on aggregated 13F filings for Q2 2025.