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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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$245K
HPM
152
Hoxton Planning & Management
West Virginia
$244K -$11.4K -168 -4%
LWA
153
Lifelong Wealth Advisors
Minnesota
$242K -$36.3K -536 -13%
TF
154
Theory Financial
Colorado
$239K -$134K -1,984 -36%
FLPIM
155
F.L. Putnam Investment Management
Massachusetts
$237K -$94K -1,387 -28%
PHWM
156
Pine Harbor Wealth Management
Maryland
$233K
Mariner
157
Mariner
Kansas
$230K -$213K -3,137 -48%
AM
158
AGF Management
Ontario, Canada
$229K +$13.6K +200 +6%
CPBTD
159
Central Pacific Bank - Trust Division
Hawaii
$227K
SWA
160
SOA Wealth Advisors
New York
$226K
CWM
161
Connecticut Wealth Management
Connecticut
$225K +$226K +3,337 New
VWM
162
Venturi Wealth Management
Texas
$224K -$53.7K -792 -19%
HI
163
Humankind Investments
New York
$218K +$220K +3,245 New
BFG
164
Buttonwood Financial Group
Missouri
$210K -$130K -1,916 -37%
WWG
165
West Wealth Group
California
$210K -$175K -2,577 -45%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$57.3K -845 -22%
HI
167
Harbour Investments
Wisconsin
$182K -$15.9K -234 -8%
FHA
168
First Horizon Advisors
Tennessee
$181K -$124K -1,830 -41%
PWA
169
Physician Wealth Advisors
Utah
$177K -$7.46K -110 -4%
CAL
170
Capital Analysts LLC
Pennsylvania
$171K -$76.8K -1,133 -31%
BFO
171
Biltmore Family Office
North Carolina
$168K
GWP
172
Gen-Wealth Partners
Michigan
$164K -$88.4K -1,304 -35%
KFP
173
Keener Financial Planning
Texas
$162K
MIA
174
Milestone Investment Advisors
Wisconsin
$158K
CFD
175
Creative Financial Designs
Indiana
$142K -$3.25K -48 -2%

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.