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
MW
126
Maia Wealth
Colorado
$393K -$160K -2,360 -28%
EL
127
EQ LLC
Washington
$392K +$47.6K +703 +14%
DAS
128
Diversify Advisory Services
Utah
$382K -$182K -2,681 -33%
MPW
129
Monterey Private Wealth
California
$364K
PFA
130
Pathway Financial Advisors
Vermont
$363K
PAG
131
Private Advisor Group
New Jersey
$362K +$12.5K +185 +4%
LIA
132
LifePlan Investment Advisors
North Carolina
$349K -$69.4K -1,024 -16%
FA
133
Financial Advisors
Massachusetts
$342K
WFS
134
WealthGarden F.S.
California
$337K -$97.1K -1,432 -22%
MWM
135
MBE Wealth Management
Wisconsin
$337K +$339K +5,005 New
AAP
136
Arax Advisory Partners
Colorado
$337K +$170K +2,502 +100%
CA
137
CoreCap Advisors
Michigan
$337K +$39.6K +584 +13%
SFMG
138
Sage Financial Management Group
Virginia
$328K +$330K +4,872 New
MCM
139
MAI Capital Management
Ohio
$296K +$4.88K +72 +2%
SAI
140
Savvy Advisors Inc
New York
$291K -$26.8K -396 -8%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$287K -$12.1K -178 -4%
EWA
142
EverSource Wealth Advisors
Alabama
$278K -$283K -4,181 -50%
SPAS
143
Spectrum Planning & Advisory Services
California
$274K +$23.4K +345 +9%
AI
144
Atria Investments
North Carolina
$273K -$76.1K -1,123 -22%
CC
145
Copperleaf Capital
North Carolina
$269K -$136K -2,013 -34%
SB
146
Strategic Blueprint
Georgia
$267K -$147K -2,167 -35%
AA
147
Armis Advisers
Georgia
$266K -$17.5K -258 -6%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$259K -$3.39K -50 -1%
OPWM
149
Oregon Pacific Wealth Management
Oregon
$250K -$194K -2,865 -44%
TWP
150
Tempus Wealth Planning
California
$248K +$26K +384 +12%

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.