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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
VWA
76
VERITY Wealth Advisors
United States
$988K
Lazard Asset Management
77
Lazard Asset Management
New York
$983K
WF
78
Warner Financial
Maryland
$976K +$179K +2,526 +24%
PP
79
Prudential plc
United Kingdom
$953K
AIA
80
Ally Invest Advisors
North Carolina
$925K +$123K +1,743 +16%
MC
81
Moors & Cabot
Massachusetts
$915K +$52.9K +748 +6%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$914K -$19.5K -276 -2%
BCI
83
Brinker Capital Investments
Pennsylvania
$889K +$134K +1,898 +19%
MOS
84
MGO One Seven
Ohio
$868K -$2.69K -38 -0.3%
EFG
85
Elios Financial Group
Ohio
$859K -$128K -1,816 -14%
APW
86
Austin Private Wealth
Texas
$858K -$2.62K -37 -0.3%
ISFAN
87
Investor's Fiduciary Advisor Network
Washington
$832K -$809K -11,452 -51%
SA
88
Skyline Advisors
Washington
$824K +$1.98K +28 +0.3%
MFG
89
Magnus Financial Group
New York
$811K +$12.7K +180 +2%
DT
90
Diversified Trust
Tennessee
$810K
FIM
91
Freedom Investment Management
Connecticut
$803K -$60.2K -851 -7%
UFAC
92
Urban Financial Advisory Corp
Illinois
$764K +$725K +10,263 New
SWP
93
Stratos Wealth Partners
Ohio
$729K -$33.4K -472 -5%
LRIA
94
Leonard Rickey Investment Advisors
Washington
$729K -$60.4K -855 -8%
Betterment LLC
95
Betterment LLC
New York
$724K +$3.25K +46 +0.5%
MFG
96
Merit Financial Group
Georgia
$715K +$219K +3,092 +47%
WA
97
Wealth Alliance
New York
$707K -$5.58K -79 -0.8%
AAS
98
Avantax Advisory Services
Texas
$707K +$48.8K +691 +8%
JFG
99
JMG Financial Group
Illinois
$696K
FFA
100
Farther Finance Advisors
California
$683K -$12.9K -183 -2%

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.