DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Overview Fund Activity

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$5.27M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
4
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
5
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PDL
126
Portfolio Design Labs
California
$422K +$422K +5,673 New
KFSC
127
Keystone Financial Services (Colorado)
Colorado
$415K -$26.3K -353 -6%
CPBTD
128
Central Pacific Bank - Trust Division
Hawaii
$390K +$139K +1,865 +55%
PFA
129
Pathway Financial Advisors
Vermont
$385K -$15.6K -210 -4%
PAG
130
Private Advisor Group
New Jersey
$374K -$25.6K -344 -6%
CA
131
CoreCap Advisors
Michigan
$359K -$13.5K -182 -4%
SFMG
132
Sage Financial Management Group
Virginia
$358K -$5.07K -68 -1%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$356K +$356K +4,777 New
MCM
134
MAI Capital Management
Ohio
$354K +$27.5K +369 +8%
MWM
135
MBE Wealth Management
Wisconsin
$342K -$31K -416 -8%
WFS
136
WealthGarden F.S.
California
$338K -$21.9K -305 -6%
LIA
137
LifePlan Investment Advisors
North Carolina
$336K -$50K -672 -13%
CWM
138
Connecticut Wealth Management
Connecticut
$301K +$52.7K +708 +21%
EWA
139
EverSource Wealth Advisors
Alabama
$298K -$9.45K -127 -3%
SAI
140
Savvy Advisors Inc
New York
$293K -$28.1K -378 -9%
CC
141
Copperleaf Capital
North Carolina
$293K -$4.24K -57 -1%
AA
142
Armis Advisers
Georgia
$289K -$4.76K -64 -2%
HI
143
Humankind Investments
New York
$289K +$47.6K +639 +20%
EL
144
EQ LLC
Washington
$288K -$145K -1,949 -34%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$287K – – –
FHA
146
First Horizon Advisors
Tennessee
$280K +$80.6K +1,082 +40%
AI
147
Atria Investments
North Carolina
$277K -$24.9K -335 -8%
OPWM
148
Oregon Pacific Wealth Management
Oregon
$275K -$1.56K -21 -0.6%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$271K – – –
AM
150
AGF Management
Ontario, Canada
$268K +$14.9K +200 +6%
4 5
6
7 8