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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$100M -$56.3M -830,936 -36%
BlackRock
2
BlackRock
New York
$61.2M +$914K +13,483 +2%
IAS
3
IMA Advisory Services
Colorado
$50.7M -$1.83M -27,044 -3%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$22.7M -$24M -353,625 -51%
LPL Financial
5
LPL Financial
California
$20.8M -$7.9M -116,553 -27%
SEI Investments
6
SEI Investments
Pennsylvania
$17.1M +$2.23M +32,966 +15%
SWM
7
SigFig Wealth Management
California
$15.7M -$108K -1,598 -0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$14M -$5.81M -85,767 -29%
AF
9
Allworth Financial
California
$13.1M -$451K -6,657 -3%
FTUS
10
Flow Traders U.S.
New York
$12.1M +$12.2M +179,623 New
PAS
11
Park Avenue Securities
New York
$9.33M -$4.83M -71,331 -34%
Jane Street
12
Jane Street
New York
$7.73M +$5.69M +83,965 +273%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.21M -$2.31M -34,123 -24%
RWP
14
RWA Wealth Partners
Massachusetts
$6.62M -$223K -3,288 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$6.46M -$1.59M -23,395 -20%
Citadel Advisors
16
Citadel Advisors
Florida
$6.35M +$6.39M +94,330 New
MML Investors Services
17
MML Investors Services
Massachusetts
$5.87M -$2.65M -39,039 -31%
FCG
18
Financial Connections Group
California
$5.13M +$711K +10,490 +16%
AI
19
Accredited Investors
Minnesota
$4.92M +$934K +13,781 +23%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.7M +$254K +3,749 +6%
IWA
21
Invera Wealth Advisors
Oregon
$4.65M -$72.4K -1,068 -2%
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$4.39M -$466K -6,879 -10%
VAF
23
Values Added Financial
District of Columbia
$4.17M +$406K +5,989 +11%
UBS Group
24
UBS Group
Switzerland
$3.68M -$397K -5,853 -10%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.46M -$24.1K -355 -0.7%

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.