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iShares ESG Advanced MSCI EAFE ETF
DMXF

49 hedge funds and large institutions have $108M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

77% more capital invested

Capital invested by funds: $60.9M → $108M (+$46.7M)

53% more funds holding

Funds holding: 32 → 49 (+17)

14.02% more ownership

Funds ownership: 95.95% → 109.97% (+14%)

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
23
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.32M
3
FTUS
Flow Traders U.S.
New York
+$8.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.07M
5
PAS
Park Avenue Securities
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
CRWM
Castle Rock Wealth Management
California
-$215K
2
TCA
Transcend Capital Advisors
New Jersey
-$211K
3
ASN
Advisory Services Network
Georgia
-$67K
4
Morgan Stanley
Morgan Stanley
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Adero Partners
California
$275K – – –
VHAM
27
Van Hulzen Asset Management
California
$247K – – –
NL
28
NWAM LLC
Washington
$220K +$220K +3,390 New
OWM
29
Opes Wealth Management
California
$218K +$218K +3,360 New
SPIA
30
Steward Partners Investment Advisory
New York
$171K +$123K +1,904 +260%
CFD
31
Creative Financial Designs
Indiana
$150K +$58.8K +908 +65%
ACA
32
Aptus Capital Advisors
Alabama
$115K +$115K +1,779 New
GIA
33
Goodwin Investment Advisory
Georgia
$97K +$3.11K +48 +3%
NFG
34
Next Financial Group
Texas
$50K – – –
FHA
35
First Horizon Advisors
Tennessee
$45K +$45.2K +697 New
Bank of America
36
Bank of America
North Carolina
$37K +$37K +571 New
WP
37
WealthShield Partners
North Carolina
$35K +$34.8K +537 New
KFAA
38
Klaas Financial Asset Advisors
Illinois
$26K +$25.5K +393 New
PCG
39
Private Capital Group
Connecticut
$23K +$389 +6 +2%
HIA
40
Harbor Investment Advisory
Maryland
$14K +$3.24K +50 +29%
SFS
41
Sowell Financial Services
Arkansas
$13K +$12.2K +188 New
IA
42
IFP Advisors
Florida
$7K +$6.93K +107 New
AF
43
Advisornet Financial
Minnesota
$6K +$3.82K +59 +151%
KFS
44
Kelly Financial Services
Massachusetts
$5.32K +$5.31K +82 New
HI
45
Harbour Investments
Wisconsin
$5K +$5.31K +82 New
NFSG
46
Newbridge Financial Services Group
Florida
$4K +$3.82K +59 New
GFPC
47
Global Financial Private Client
Florida
$3.76K +$3.69K +57 New
APA
48
American Portfolios Advisors
New York
$2.66K +$2.66K +41 New
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.53K – – –
Wells Fargo
50
Wells Fargo
California
$1K +$1.36K +21 New
1
2
3

DMXF Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2021, worth a combined $108M — up 77% from $60.9M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DMXF positions and 4 closed out — a net gain of 17 holders — while 23 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.2M. The largest seller was Castle Rock Wealth Management, exiting entirely with an estimated $215K sold.

  • 49 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $108M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2021, up 77% quarter-over-quarter.
  • 21 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2021 and 4 closed out, a net change of +17 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $17.2M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2021 was Castle Rock Wealth Management, an estimated $215K sold.

Based on aggregated 13F filings for Q1 2021.