DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Overview Fund Activity

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
54
Reduced
101
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$12.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.35M
3
Jane Street
3
Jane Street
New York
$7.73M
4
SEI Investments
4
SEI Investments
Pennsylvania
$17.1M
5
NA
5
NewEdge Advisors
Louisiana
$2.17M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$100M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$22.7M
3
LPL Financial
3
LPL Financial
California
$20.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14M
5
PAS
5
Park Avenue Securities
New York
$9.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
VERITY Wealth Advisors
United States
$893K +$28.7K +426 +3%
Lazard Asset Management
77
Lazard Asset Management
New York
$889K – – –
PP
78
Prudential plc
United Kingdom
$862K – – –
Bank of New York Mellon
79
Bank of New York Mellon
New York
$845K -$416K -6,178 -33%
MOS
80
MGO One Seven
Ohio
$788K -$416K -6,184 -35%
FIM
81
Freedom Investment Management
Connecticut
$784K +$94.1K +1,397 +14%
APW
82
Austin Private Wealth
Texas
$779K -$301K -4,469 -28%
MC
83
Moors & Cabot
Massachusetts
$777K +$32.3K +479 +4%
GM
84
GeoWealth Management
Illinois
$756K +$167K +2,473 +28%
SA
85
Skyline Advisors
Washington
$743K -$10K -149 -1%
DT
86
Diversified Trust
Tennessee
$733K +$97.3K +1,445 +15%
MFG
87
Magnus Financial Group
New York
$722K +$2.96K +44 +0.4%
AIA
88
Ally Invest Advisors
North Carolina
$720K +$85.4K +1,268 +13%
WF
89
Warner Financial
Maryland
$713K +$45K +668 +7%
LRIA
90
Leonard Rickey Investment Advisors
Washington
$705K -$9.99K -151 -1%
SWP
91
Stratos Wealth Partners
Ohio
$692K -$147K -2,184 -18%
OPS
92
Orion Portfolio Solutions
Nebraska
$676K +$676K +10,044 New
BCI
93
Brinker Capital Investments
Pennsylvania
$676K +$676K +10,044 New
EWM
94
Empirical Wealth Management
Washington
$663K – – –
SW
95
SoFi Wealth
California
$654K +$560K +8,312 +592%
Betterment LLC
96
Betterment LLC
New York
$652K -$43.9K -652 -6%
WA
97
Wealth Alliance
New York
$645K -$378K -5,615 -37%
JFG
98
JMG Financial Group
Illinois
$629K -$181K -2,693 -22%
FFA
99
Farther Finance Advisors
California
$628K +$103K +1,539 +20%
RA
100
RFG Advisory
Alabama
$621K -$128K -1,900 -17%
2 3
4
5 6