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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
GWSG
176
GPS Wealth Strategies Group
Colorado
$142K +$10.8K +160 +8%
NP
177
NorthRock Partners
Minnesota
$102K -$19.5K -288 -16%
RP
178
Raelipskie Partnership
Ontario, Canada
$96.9K
NB
179
NBT Bank
New York
$93.6K
PS
180
Principal Securities
Iowa
$87.2K
AWM
181
AE Wealth Management
Kansas
$85.9K -$88.6K -1,307 -51%
MJRIC
182
Mogy Joel R Investment Counsel
California
$85.2K +$10.2K +150 +13%
JWA
183
JFS Wealth Advisors
Pennsylvania
$85K -$60.7K -895 -41%
Comerica Bank
184
Comerica Bank
Texas
$76.2K -$56.1K -827 -42%
US Bancorp
185
US Bancorp
Minnesota
$75.5K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$74.2K +$39.8K +587 +115%
IA
187
IFP Advisors
Florida
$68.6K +$69K +1,018 New
RF
188
Rossby Financial
Florida
$62K +$60.6K +894 New
HDIM
189
Hanson & Doremus Investment Management
Vermont
$50K
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$45.5K
CA
191
Continuum Advisory
Idaho
$42.8K -$34.8K -513 -45%
MWA
192
Medallion Wealth Advisors
Connecticut
$41.7K
TIM
193
Tortoise Investment Management
New York
$31.6K
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$30.5K -$26.8K -395 -47%
CAWM
195
Capital A Wealth Management
Pennsylvania
$17.4K -$10.9K -161 -38%
B
196
Birchbrook
Maine
$17.4K -$10.1K -149 -37%
WCM
197
WealthTrak Capital Management
Virginia
$16.8K -$9.08K -134 -35%
CPG
198
Cornerstone Planning Group
New Jersey
$16.3K +$16.3K +240 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$14K -$1.04M -15,301 -99%
T
200
Transce3nd
Texas
$13.6K -$11.2K -165 -45%

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.