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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
TIM
201
Tortoise Investment Management
New York
$47.3K +$11.7K +165 +35%
MWA
202
Medallion Wealth Advisors
Connecticut
$46.2K
CAM
203
Clarity Asset Management
Iowa
$38.3K +$36.4K +515 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$36.6K -$42.8K -606 -55%
OLVIG
205
Oliver Lagore Vanvalin Investment Group
Michigan
$34.8K +$36.5K +516 New
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$29.9K -$3.53K -50 -11%
DF
207
Dunhill Financial
United Kingdom
$19K +$18K +255 New
EWM
208
Evolution Wealth Management
Florida
$18.9K +$18K +254 New
B
209
Birchbrook
Maine
$18.4K -$778 -11 -4%
WCM
210
WealthTrak Capital Management
Virginia
$18.2K -$353 -5 -2%
CFO
211
CVA Family Office
Colorado
$14.7K
T
212
Transce3nd
Texas
$14.4K -$565 -8 -4%
WP
213
WealthShield Partners
North Carolina
$11.5K -$71 -1 -0.6%
KG
214
Kilter Group
New York
$10.3K +$9.75K +138 New
1NWS
215
1 North Wealth Services
Maryland
$9.68K
AG
216
AmeriFlex Group
Nevada
$7.81K -$3.46K -49 -32%
BL
217
BFSG LLC
California
$6.55K +$6.22K +88 New
AAS
218
Ameritas Advisory Services
Nebraska
$4.84K +$4.59K +65 New
MBFW
219
Morton Brown Family Wealth
Pennsylvania
$4.47K
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6K
SAM
221
Smartleaf Asset Management
Massachusetts
$2.23K +$353 +5 +20%
WWM
222
Wolff Wiese Magana
California
$2.16K +$2.05K +29 New
IA
223
IFP Advisors
Florida
$1.49K -$70.5K -998 -98%
PA
224
Parallel Advisors
California
$819
PAS
225
Park Avenue Securities
New York
-$9.33M -138,539 Closed

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.