DMXF icon

iShares ESG Advanced MSCI EAFE ETF

223 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.79% less ownership

Funds ownership: 73.27%70.48% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 99

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$271K
AM
152
AGF Management
Ontario, Canada
$268K
LWA
153
Lifelong Wealth Advisors
Minnesota
$267K
FHA
154
Flagship Harbor Advisors
Massachusetts
$266K
TF
155
Theory Financial
Colorado
$264K
SB
156
Strategic Blueprint
Georgia
$259K
PHWM
157
Pine Harbor Wealth Management
Maryland
$258K
NWMG
158
National Wealth Management Group
Ohio
$254K
SWA
159
SOA Wealth Advisors
New York
$250K
Mariner
160
Mariner
Kansas
$246K
BFG
161
Buttonwood Financial Group
Missouri
$240K
VWM
162
Venturi Wealth Management
Texas
$232K
WWG
163
West Wealth Group
California
$227K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$227K
HI
165
Human Investing
Oregon
$224K
HPM
166
Hoxton Planning & Management
West Virginia
$222K
QCM
167
Quantinno Capital Management
New York
$221K
TWP
168
Tempus Wealth Planning
California
$221K
P
169
&Partners
Tennessee
$220K
First Trust Advisors
170
First Trust Advisors
Illinois
$211K
VA
171
Valmark Advisers
Ohio
$209K
ZIM
172
Zacks Investment Management
Illinois
$206K
AWS
173
Atria Wealth Solutions
New York
$205K
WA
174
WBH Advisory
Maryland
$204K
RWM
175
RKL Wealth Management
Pennsylvania
$204K