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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
Bank of America
51
Bank of America
North Carolina
$1.61M +$108K +1,590 +7%
ISFAN
52
Investor's Fiduciary Advisor Network
Washington
$1.52M +$34.8K +513 +2%
SA
53
Sanctuary Advisors
Indiana
$1.52M -$580K -8,550 -27%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.5M -$702K -10,351 -32%
UCFA
55
United Capital Financial Advisors
Texas
$1.48M -$1.18M -17,380 -44%
XPN
56
XY Planning Network
Montana
$1.48M -$61.2K -903 -4%
HGWM
57
Horst & Graben Wealth Management
Oregon
$1.48M -$912K -13,452 -38%
OWM
58
Opes Wealth Management
California
$1.43M -$57.6K -850 -4%
WFA
59
Wade Financial Advisory
California
$1.41M +$29.8K +440 +2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$354K +5,230 +34%
PWM
61
Perigon Wealth Management
California
$1.39M -$92.1K -1,359 -6%
MWM
62
Modern Wealth Management
Kansas
$1.32M +$1.33M +19,646 New
GAM
63
Gould Asset Management
California
$1.31M
SPIA
64
Steward Partners Investment Advisory
New York
$1.29M -$638K -9,418 -33%
EH
65
Equitable Holdings
New York
$1.25M -$736K -10,860 -37%
OIA
66
OneDigital Investment Advisors
Kansas
$1.24M -$994K -14,663 -44%
PL
67
Plancorp LLC
Missouri
$1.22M
SHJ
68
Sharkey, Howes & Javer
Colorado
$1.21M -$862K -12,718 -41%
HHGA
69
Halbert Hargrove Global Advisors
California
$1.18M +$1.18M +17,473 New
RWP
70
Revolve Wealth Partners
New Jersey
$1.17M +$86.7K +1,279 +8%
Wells Fargo
71
Wells Fargo
California
$1.16M +$46.2K +682 +4%
SRB
72
Shotwell Rutter Baer
Michigan
$1.07M +$12.1K +178 +1%
Creative Planning
73
Creative Planning
Kansas
$1.04M +$409K +6,038 +64%
CWM
74
Congress Wealth Management
Massachusetts
$1.03M +$102K +1,512 +11%
RCS
75
Retirement Capital Strategies
California
$1.02M +$1.03M +15,170 New

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.