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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
EWM
101
Empirical Wealth Management
Washington
$681K -$49.1K -695 -7%
RA
102
RFG Advisory
Alabama
$676K -$10.5K -149 -2%
Franklin Resources
103
Franklin Resources
California
$675K
F8IS
104
Figure 8 Investment Strategies
Idaho
$656K +$623K +8,809 New
AC
105
Arjuna Capital
North Carolina
$651K +$618K +8,740 New
Cerity Partners
106
Cerity Partners
New York
$642K +$609K +8,622 New
KAS
107
Kestra Advisory Services
Texas
$642K -$40.1K -567 -6%
MPW
108
MA Private Wealth
California
$621K
AG
109
Ascent Group
Virginia
$617K +$586K +8,286 New
OL
110
Optas LLC
Texas
$603K +$5.72K +81 +1%
Raymond James Financial
111
Raymond James Financial
Florida
$586K +$6.79K +96 +1%
RIA
112
Regal Investment Advisors
Michigan
$583K -$37K -524 -6%
SCA
113
Snowden Capital Advisors
New York
$577K -$8.27K -117 -1%
WIA
114
World Investment Advisors
California
$563K -$10.4K -147 -2%
HHGA
115
Halbert Hargrove Global Advisors
California
$536K -$726K -10,268 -59%
PWM
116
Parkworth Wealth Management
California
$524K +$4.95K +70 +1%
SWP
117
Sagespring Wealth Partners
Tennessee
$509K +$13.8K +195 +3%
GSWM
118
Golden State Wealth Management
California
$503K -$24K -339 -5%
SA
119
Stewardship Advisors
Pennsylvania
$478K -$8.27K -117 -2%
AWM
120
Ariadne Wealth Management
California
$477K -$24.5K -346 -5%
Morgan Stanley
121
Morgan Stanley
New York
$475K +$27.8K +394 +7%
MSFS
122
Main Street Financial Solutions
Pennsylvania
$473K -$30.7K -434 -6%
ACA
123
Aptus Capital Advisors
Alabama
$465K +$2.4K +34 +0.5%
HTC
124
Haverford Trust Company
Pennsylvania
$451K +$428K +6,054 New
OWCM
125
One Wealth Capital Management
Arizona
$449K -$8.62K -122 -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.