DMXF icon

iShares ESG Advanced MSCI EAFE ETF

188 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
51
First Pacific Financial
Washington
$1.52M
OWM
52
Opes Wealth Management
California
$1.5M
SRB
53
Shotwell Rutter Baer
Michigan
$1.49M
GAM
54
Gould Asset Management
California
$1.47M
Wells Fargo
55
Wells Fargo
California
$1.44M
PL
56
Plancorp LLC
Missouri
$1.38M
RWP
57
Revolve Wealth Partners
New Jersey
$1.31M
OWA
58
One Wealth Advisors
California
$1.28M
Creative Planning
59
Creative Planning
Kansas
$1.2M
RSWM
60
Robertson Stephens Wealth Management
California
$1.06M
WF
61
Warner Financial
Maryland
$1.06M
BPA
62
Beacon Pointe Advisors
California
$1.04M
OIA
63
OneDigital Investment Advisors
Kansas
$1.03M
AIA
64
Ally Invest Advisors
North Carolina
$1.02M
FA
65
Financial Advisors
Massachusetts
$1.01M
VWA
66
VERITY Wealth Advisors
United States
$1M
Lazard Asset Management
67
Lazard Asset Management
New York
$1M
PWM
68
Perigon Wealth Management
California
$920K
MC
69
Moors & Cabot
Massachusetts
$919K
HF
70
HRT Financial
New York
$906K
FFA
71
Farther Finance Advisors
California
$872K
SA
72
Skyline Advisors
Washington
$853K
DT
73
Diversified Trust
Tennessee
$825K
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$793K
MFG
75
Magnus Financial Group
New York
$788K