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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
EFG
76
Elios Financial Group
Ohio
$899K +$68 +1 +0%
VWA
77
VERITY Wealth Advisors
United States
$893K +$28.9K +426 +3%
Lazard Asset Management
78
Lazard Asset Management
New York
$889K
PP
79
Prudential plc
United Kingdom
$862K
Bank of New York Mellon
80
Bank of New York Mellon
New York
$845K -$419K -6,178 -33%
MOS
81
MGO One Seven
Ohio
$788K -$419K -6,184 -35%
FIM
82
Freedom Investment Management
Connecticut
$784K +$94.7K +1,397 +14%
APW
83
Austin Private Wealth
Texas
$779K -$303K -4,469 -28%
MC
84
Moors & Cabot
Massachusetts
$777K +$32.5K +479 +4%
GM
85
GeoWealth Management
Illinois
$756K +$168K +2,473 +28%
SA
86
Skyline Advisors
Washington
$743K -$10.1K -149 -1%
DT
87
Diversified Trust
Tennessee
$733K +$97.9K +1,445 +15%
MFG
88
Magnus Financial Group
New York
$722K +$2.98K +44 +0.4%
AIA
89
Ally Invest Advisors
North Carolina
$720K +$85.9K +1,268 +13%
WF
90
Warner Financial
Maryland
$713K +$45.3K +668 +7%
LRIA
91
Leonard Rickey Investment Advisors
Washington
$705K -$10.2K -151 -1%
SWP
92
Stratos Wealth Partners
Ohio
$692K -$148K -2,184 -18%
BCI
93
Brinker Capital Investments
Pennsylvania
$676K +$681K +10,044 New
OPS
94
Orion Portfolio Solutions
Nebraska
$676K +$681K +10,044 New
EWM
95
Empirical Wealth Management
Washington
$663K
SW
96
SoFi Wealth
California
$654K +$563K +8,312 +592%
Betterment LLC
97
Betterment LLC
New York
$652K -$44.2K -652 -6%
WA
98
Wealth Alliance
New York
$645K -$381K -5,615 -37%
JFG
99
JMG Financial Group
Illinois
$629K -$183K -2,693 -22%
FFA
100
Farther Finance Advisors
California
$628K +$104K +1,539 +20%

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.