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iShares ESG Advanced MSCI EAFE ETF
DMXF

220 hedge funds and large institutions have $618M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 134 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 27

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

6% more funds holding

Funds holding: 207 → 220 (+13)

2.47% more ownership

Funds ownership: 77.24% → 79.71% (+2.5%)

3% more capital invested

Capital invested by funds: $600M → $618M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
220
Holders Change
+13
Holders Change %
+6.28%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
134
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAS
IMA Advisory Services
Colorado
+$53M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.2M
3
LPL Financial
LPL Financial
California
+$14.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.1M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$4.63M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$6.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
3
MIS
Morningstar Investment Services
Illinois
-$2.33M
4
BRIA
Balanced Rock Investment Advisors
Massachusetts
-$1.88M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
76
Elios Financial Group
Ohio
$863K +$75.2K +1,106 +9%
Lazard Asset Management
77
Lazard Asset Management
New York
$853K – – –
VWA
78
VERITY Wealth Advisors
United States
$830K – – –
PP
79
Prudential plc
United Kingdom
$827K -$489K -7,200 -36%
SWP
80
Stratos Wealth Partners
Ohio
$805K +$284K +4,174 +50%
JFG
81
JMG Financial Group
Illinois
$778K -$143K -2,105 -15%
RIA
82
Regal Investment Advisors
Michigan
$776K +$95.8K +1,409 +13%
SCA
83
Snowden Capital Advisors
New York
$742K +$105K +1,539 +15%
SA
84
Skyline Advisors
Washington
$723K -$73.8K -1,086 -9%
RA
85
RFG Advisory
Alabama
$719K +$327K +4,808 +76%
MC
86
Moors & Cabot
Massachusetts
$715K +$116K +1,706 +18%
AAS
87
Avantax Advisory Services
Texas
$712K +$2.17K +32 +0.3%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$698K +$9.18K +135 +1%
SWP
89
Sagespring Wealth Partners
Tennessee
$693K +$729K +10,728 New
MFG
90
Magnus Financial Group
New York
$690K +$181K +2,662 +33%
Betterment LLC
91
Betterment LLC
New York
$668K +$40.1K +590 +6%
HPFG
92
Hart & Patterson Financial Group
Massachusetts
$667K +$91.6K +1,348 +15%
WIA
93
World Investment Advisors
California
$667K +$65.9K +970 +10%
KAS
94
Kestra Advisory Services
Texas
$666K +$56.1K +825 +9%
FIM
95
Freedom Investment Management
Connecticut
$662K +$186K +2,730 +36%
WF
96
Warner Financial
Maryland
$641K +$173K +2,539 +34%
EWM
97
Empirical Wealth Management
Washington
$637K – – –
DT
98
Diversified Trust
Tennessee
$610K +$46.4K +683 +8%
AIA
99
Ally Invest Advisors
North Carolina
$609K +$41.5K +610 +7%
Creative Planning
100
Creative Planning
Kansas
$606K -$309K -4,550 -33%
2 3
4
5 6

DMXF Hedge Fund Activity: Q4 2024 in Review

220 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2024, worth a combined $618M — up 3% from $600M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DMXF positions and 22 closed out — a net gain of 17 holders — while 134 added to existing stakes and 27 trimmed.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $53M. The largest seller was Old Mission Capital, exiting entirely with an estimated $6.7M sold.

  • 220 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2024, up from 207 in Q3 2024.
  • Funds reported $618M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 39 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2024 and 22 closed out, a net change of +17 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2024 was IMA Advisory Services, an estimated $53M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2024 was Old Mission Capital, an estimated $6.7M sold.

Based on aggregated 13F filings for Q4 2024.