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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
AA
176
Aufman Associates
Pennsylvania
$203K +$193K +2,728 New
CAL
177
Capital Analysts LLC
Pennsylvania
$196K +$6.71K +95 +4%
PWA
178
Physician Wealth Advisors
Utah
$194K -$1.63K -23 -0.9%
HI
179
Harbour Investments
Wisconsin
$192K -$8.13K -115 -4%
AAP
180
Arax Advisory Partners
Colorado
$186K -$177K -2,502 -50%
BFO
181
Biltmore Family Office
North Carolina
$186K
GWP
182
Gen-Wealth Partners
Michigan
$179K -$1.84K -26 -1%
KFP
183
Keener Financial Planning
Texas
$179K
MIA
184
Milestone Investment Advisors
Wisconsin
$175K
GWSG
185
GPS Wealth Strategies Group
Colorado
$157K +$283 +4 +0.2%
NB
186
NBT Bank
New York
$139K +$46.8K +662 +48%
CFD
187
Creative Financial Designs
Indiana
$137K -$19.3K -273 -13%
GRP
188
Global Retirement Partners
California
$116K +$110K +1,557 New
RP
189
Raelipskie Partnership
Ontario, Canada
$107K
MJRIC
190
Mogy Joel R Investment Counsel
California
$94.2K
AWM
191
AE Wealth Management
Kansas
$93.9K -$1.06K -15 -1%
PS
192
Principal Securities
Iowa
$91.1K -$8.91K -126 -9%
JWA
193
JFS Wealth Advisors
Pennsylvania
$87.9K -$5.72K -81 -6%
US Bancorp
194
US Bancorp
Minnesota
$87.5K +$3.82K +54 +5%
Comerica Bank
195
Comerica Bank
Texas
$84.2K
MYIA
196
Mount Yale Investment Advisors
Colorado
$76.2K +$72.4K +1,024 New
TPWA
197
Twin Peaks Wealth Advisors
California
$67.4K +$64K +905 New
HDIM
198
Hanson & Doremus Investment Management
Vermont
$55K
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$50.5K
RF
200
Rossby Financial
Florida
$50.5K -$15.3K -216 -24%

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.