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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
Bank of America
51
Bank of America
North Carolina
$1.69M -$88.4K -1,250 -5%
SA
52
Sanctuary Advisors
Indiana
$1.57M -$104K -1,471 -7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$16K +227 +1%
HGWM
54
Horst & Graben Wealth Management
Oregon
$1.57M -$63.4K -897 -4%
XPN
55
XY Planning Network
Montana
$1.55M -$85.1K -1,204 -5%
UCFA
56
United Capital Financial Advisors
Texas
$1.53M -$104K -1,465 -7%
PWM
57
Perigon Wealth Management
California
$1.52M -$17.4K -246 -1%
MMA
58
Miracle Mile Advisors
California
$1.47M +$1.4M +19,786 New
OWM
59
Opes Wealth Management
California
$1.47M -$105K -1,490 -7%
GAM
60
Gould Asset Management
California
$1.45M
SHJ
61
Sharkey, Howes & Javer
Colorado
$1.36M +$26.9K +380 +2%
PL
62
Plancorp LLC
Missouri
$1.35M
MWM
63
Modern Wealth Management
Kansas
$1.34M -$112K -1,591 -8%
SPIA
64
Steward Partners Investment Advisory
New York
$1.32M -$96.3K -1,363 -7%
CWM
65
Congress Wealth Management
Massachusetts
$1.3M +$153K +2,158 +14%
SRB
66
Shotwell Rutter Baer
Michigan
$1.3M +$3.25K +46 +0.3%
RWP
67
Revolve Wealth Partners
New Jersey
$1.29M -$8.48K -120 -0.7%
DL
68
DOHJ LLC
Washington
$1.28M -$822K -11,627 -38%
GM
69
GeoWealth Management
Illinois
$1.24M +$388K +5,495 +49%
Wells Fargo
70
Wells Fargo
California
$1.22M -$59.4K -841 -5%
EH
71
Equitable Holdings
New York
$1.21M -$164K -2,318 -12%
SW
72
SoFi Wealth
California
$1.17M +$428K +6,056 +62%
Creative Planning
73
Creative Planning
Kansas
$1.16M +$12.3K +174 +1%
RSWM
74
Robertson Stephens Wealth Management
California
$1.07M +$1.02M +14,382 New
FA
75
Financial Advisors
Massachusetts
$997K +$588K +8,314 +164%

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.