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iShares ESG Advanced MSCI EAFE ETF
DMXF

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: 3 → 4 (+1)

6% more capital invested

Capital invested by funds: $548M → $582M (+$34.1M)

6% more funds holding

Funds holding: 212 → 224 (+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
–

Top Buyers

Rank Fund Capital Flow
1
B
Bailard
California
+$5.01M
2
LPL Financial
LPL Financial
California
+$2.53M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.33M
4
RWP
RWA Wealth Partners
Massachusetts
+$2.18M
5
DRP
Decker Retirement Planning
Utah
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
PAS
Park Avenue Securities
New York
-$9.33M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.35M
3
FTUS
Flow Traders U.S.
New York
-$5.04M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.91M
5
BlackRock
BlackRock
New York
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$271K – – –
AM
152
AGF Management
Ontario, Canada
$268K +$14.1K +200 +6%
LWA
153
Lifelong Wealth Advisors
Minnesota
$267K -$636 -9 -0.3%
FHA
154
Flagship Harbor Advisors
Massachusetts
$266K +$253K +3,576 New
TF
155
Theory Financial
Colorado
$264K +$8.27K +117 +3%
SB
156
Strategic Blueprint
Georgia
$259K -$34.2K -484 -12%
PHWM
157
Pine Harbor Wealth Management
Maryland
$258K – – –
NWMG
158
National Wealth Management Group
Ohio
$254K +$241K +3,407 New
SWA
159
SOA Wealth Advisors
New York
$250K +$212 +3 +0.1%
Mariner
160
Mariner
Kansas
$246K -$7.63K -108 -3%
BFG
161
Buttonwood Financial Group
Missouri
$240K -$2.26K -32 -1%
VWM
162
Venturi Wealth Management
Texas
$232K -$15.6K -221 -7%
WWG
163
West Wealth Group
California
$227K -$212 -3 -0.1%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$227K +$201K +2,837 +1,364%
HI
165
Human Investing
Oregon
$224K +$213K +3,013 New
HPM
166
Hoxton Planning & Management
West Virginia
$222K -$45K -637 -18%
QCM
167
Quantinno Capital Management
New York
$221K +$210K +2,973 New
TWP
168
Tempus Wealth Planning
California
$221K -$50.8K -718 -19%
P
169
&Partners
Tennessee
$220K +$207K +2,924 New
First Trust Advisors
170
First Trust Advisors
Illinois
$211K +$200K +2,828 New
VA
171
Valmark Advisers
Ohio
$209K +$199K +2,814 New
ZIM
172
Zacks Investment Management
Illinois
$206K +$195K +2,763 New
AWS
173
Atria Wealth Solutions
New York
$205K -$1.76M -24,951 -90%
WA
174
WBH Advisory
Maryland
$204K +$194K +2,743 New
RWM
175
RKL Wealth Management
Pennsylvania
$204K +$194K +2,741 New
5 6
7
8 9

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.