DMXF icon

iShares ESG Advanced MSCI EAFE ETF

222 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Clarity Asset Management
Iowa
$38.3K
Jones Financial Companies
202
Jones Financial Companies
Missouri
$36.6K
OLVIG
203
Oliver Lagore Vanvalin Investment Group
Michigan
$34.8K
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$29.9K
DF
205
Dunhill Financial
United Kingdom
$19K
EWM
206
Evolution Wealth Management
Florida
$18.9K
B
207
Birchbrook
Maine
$18.4K
WCM
208
WealthTrak Capital Management
Virginia
$18.2K
CFO
209
CVA Family Office
Colorado
$14.7K
T
210
Transce3nd
Texas
$14.4K
WP
211
WealthShield Partners
North Carolina
$11.5K
KG
212
Kilter Group
New York
$10.3K
1NWS
213
1 North Wealth Services
Maryland
$9.68K
AG
214
AmeriFlex Group
Nevada
$7.81K
BL
215
BFSG LLC
California
$6.55K
AAS
216
Ameritas Advisory Services
Nebraska
$4.84K
MBFW
217
Morton Brown Family Wealth
Pennsylvania
$4.47K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6K
SAM
219
Smartleaf Asset Management
Massachusetts
$2.23K
WWM
220
Wolff Wiese Magana
California
$2.16K
IA
221
IFP Advisors
Florida
$1.49K
PA
222
Parallel Advisors
California
$819
PAS
223
Park Avenue Securities
New York
Citadel Advisors
224
Citadel Advisors
Florida
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania