We are live on ! Find out more
DMXF icon

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
RA
101
RFG Advisory
Alabama
$621K -$129K -1,900 -17%
KAS
102
Kestra Advisory Services
Texas
$619K -$75.8K -1,119 -11%
Franklin Resources
103
Franklin Resources
California
$610K
AAS
104
Avantax Advisory Services
Texas
$593K -$150K -2,211 -20%
WCF
105
West Coast Financial
California
$581K
TC
106
TownSquare Capital
Utah
$564K -$356K -5,251 -39%
RIA
107
Regal Investment Advisors
Michigan
$563K -$248K -3,658 -30%
MPW
108
MA Private Wealth
California
$562K
OL
109
Optas LLC
Texas
$540K +$13.6K +200 +3%
SCA
110
Snowden Capital Advisors
New York
$530K -$246K -3,623 -32%
Raymond James Financial
111
Raymond James Financial
Florida
$524K -$62.7K -925 -11%
WIA
112
World Investment Advisors
California
$519K -$177K -2,608 -25%
AWM
113
Ariadne Wealth Management
California
$478K +$250K +3,683 +122%
GSWM
114
Golden State Wealth Management
California
$478K +$15.5K +229 +3%
PWM
115
Parkworth Wealth Management
California
$469K
MSFS
116
Main Street Financial Solutions
Pennsylvania
$457K +$6.24K +92 +1%
GS
117
GTS Securities
New York
$452K +$455K +6,710 New
SWP
118
Sagespring Wealth Partners
Tennessee
$448K -$277K -4,082 -38%
SA
119
Stewardship Advisors
Pennsylvania
$440K +$59K +870 +15%
MFG
120
Merit Financial Group
Georgia
$439K +$442K +6,517 New
ACA
121
Aptus Capital Advisors
Alabama
$419K -$10.6K -157 -2%
OWCM
122
One Wealth Capital Management
Arizona
$414K -$184K -2,708 -31%
CW
123
CreativeOne Wealth
Kansas
$406K +$11.5K +170 +3%
Morgan Stanley
124
Morgan Stanley
New York
$404K -$2.51K -37 -0.6%
KFSC
125
Keystone Financial Services (Colorado)
Colorado
$399K -$153K -2,258 -28%

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.