We are live on ! Find out more
DMXF icon

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
MW
126
Maia Wealth
Colorado
$441K -$1.06K -15 -0.3%
CW
127
CreativeOne Wealth
Kansas
$437K -$11.1K -157 -3%
PDL
128
Portfolio Design Labs
California
$422K +$401K +5,673 New
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$415K -$25K -353 -6%
CPBTD
130
Central Pacific Bank - Trust Division
Hawaii
$390K +$132K +1,865 +55%
PFA
131
Pathway Financial Advisors
Vermont
$385K -$14.8K -210 -4%
PAG
132
Private Advisor Group
New Jersey
$374K -$24.3K -344 -6%
CA
133
CoreCap Advisors
Michigan
$359K -$12.9K -182 -4%
SFMG
134
Sage Financial Management Group
Virginia
$358K -$4.81K -68 -1%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$356K +$338K +4,777 New
MCM
136
MAI Capital Management
Ohio
$354K +$26.1K +369 +8%
MWM
137
MBE Wealth Management
Wisconsin
$342K -$29.4K -416 -8%
WFS
138
WealthGarden F.S.
California
$338K -$21.6K -305 -6%
LIA
139
LifePlan Investment Advisors
North Carolina
$336K -$47.5K -672 -13%
CWM
140
Connecticut Wealth Management
Connecticut
$301K +$50K +708 +21%
EWA
141
EverSource Wealth Advisors
Alabama
$298K -$8.98K -127 -3%
SAI
142
Savvy Advisors Inc
New York
$293K -$26.7K -378 -9%
CC
143
Copperleaf Capital
North Carolina
$293K -$4.03K -57 -1%
AA
144
Armis Advisers
Georgia
$289K -$4.52K -64 -2%
HI
145
Humankind Investments
New York
$289K +$45.2K +639 +20%
EL
146
EQ LLC
Washington
$288K -$138K -1,949 -34%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$287K
FHA
148
First Horizon Advisors
Tennessee
$280K +$76.5K +1,082 +40%
AI
149
Atria Investments
North Carolina
$277K -$23.7K -335 -8%
OPWM
150
Oregon Pacific Wealth Management
Oregon
$275K -$1.48K -21 -0.6%

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.