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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
CFO
201
CVA Family Office
Colorado
$13.3K
NWMP
202
Noble Wealth Management PBC
Colorado
$11.2K
WP
203
WealthShield Partners
North Carolina
$10.5K -$42.4K -626 -80%
AG
204
AmeriFlex Group
Nevada
$10.4K -$3.73K -55 -26%
GFPC
205
Global Financial Private Client
Florida
$10.2K -$4.54K -67 -31%
CCM
206
Coldstream Capital Management
Washington
$9.43K +$9.49K +140 New
1NWS
207
1 North Wealth Services
Maryland
$8.75K +$8.81K +130 New
DRP
208
Decker Retirement Planning
Utah
$5.25K
MBFW
209
Morton Brown Family Wealth
Pennsylvania
$4.04K
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.36K
SAM
211
Smartleaf Asset Management
Massachusetts
$1.69K +$1.69K +25 New
PA
212
Parallel Advisors
California
$741 -$2.03K -30 -73%
CGL
213
Clarius Group LLC
Washington
-$2.04M -31,523 Closed
IA
214
IFG Advisory
Georgia
-$14.5K -15,000 Closed
CFGS
215
Concourse Financial Group Securities
Alabama
-$515K -7,689 Closed
TVAMP
216
Tennessee Valley Asset Management Partners
Tennessee
-$412K -6,375 Closed
SWA
217
Stratos Wealth Advisors
Ohio
-$353K -5,455 Closed
WI
218
WrapManager Inc
California
-$323K -5,006 Closed
JBA
219
Johnson Bixby & Associates
Washington
-$301K -4,652 Closed
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
-$267K -4,125 Closed
WA
221
WBH Advisory
Maryland
-$256K -3,962 Closed
MLA
222
My Legacy Advisors
Oregon
-$244K -3,752 Closed
USCWA
223
U.S. Capital Wealth Advisors
Texas
-$233K -3,607 Closed
AG
224
Ascent Group
Virginia
-$230K -3,563 Closed
JC
225
JB Capital
Connecticut
-$223K -3,458 Closed

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.