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iShares ESG Advanced MSCI EAFE ETF
DMXF

79 hedge funds and large institutions have $142M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 4

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

61% more funds holding

Funds holding: 49 → 79 (+30)

32% more capital invested

Capital invested by funds: $108M → $142M (+$34.2M)

31.41% less ownership

Funds ownership: 109.97% → 78.56% (-31%)

Holders
79
Holders Change
+30
Holders Change %
+61.22%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
32
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
2
OMC
Old Mission Capital
Illinois
+$4.89M
3
KFS
Kelly Financial Services
Massachusetts
+$2.83M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$7.24M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.68M
3
Jane Street
Jane Street
New York
-$3.88M
4
NL
NWAM LLC
Washington
-$220K
5
SPIA
Steward Partners Investment Advisory
New York
-$13.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
26
JMG Financial Group
Illinois
$479K +$147K +2,170 +44%
WA
27
Wealth Alliance
New York
$471K +$472K +6,961 New
LRIA
28
Leonard Rickey Investment Advisors
Washington
$463K +$461K +6,794 New
CCM
29
Coldstream Capital Management
Washington
$425K +$427K +6,290 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$407K +$408K +6,018 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$400K +$79.6K +1,173 +25%
SCA
32
Snowden Capital Advisors
New York
$395K +$23.3K +343 +6%
HF
33
HRT Financial
New York
$388K +$389K +5,733 New
Creative Planning
34
Creative Planning
Kansas
$381K – – –
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$381K – – –
3LCM
36
3D/L Capital Management
Connecticut
$368K +$39.4K +580 +12%
APW
37
Austin Private Wealth
Texas
$349K -$1.43K -21 -0.4%
CCG
38
Capital CS Group
California
$328K +$329K +4,846 New
OWM
39
Opes Wealth Management
California
$293K +$65.8K +970 +29%
RIA
40
Regal Investment Advisors
Michigan
$291K +$292K +4,305 New
AP
41
Adero Partners
California
$287K – – –
KAS
42
Kestra Advisory Services
Texas
$287K +$288K +4,240 New
SWM
43
SigFig Wealth Management
California
$281K +$281K +4,145 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$280K +$280K +4,134 New
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$271K +$271K +3,997 New
Betterment LLC
46
Betterment LLC
New York
$265K +$265K +3,911 New
FA
47
Financial Advisors
Massachusetts
$260K +$260K +3,833 New
VHAM
48
Van Hulzen Asset Management
California
$257K – – –
IWC
49
Integrated Wealth Concepts
Massachusetts
$248K +$249K +3,665 New
SB
50
Strategic Blueprint
Georgia
$244K +$244K +3,602 New
1
2
3 4

DMXF Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2021, worth a combined $142M — up 32% from $108M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DMXF positions and 5 closed out — a net gain of 30 holders — while 32 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.

  • 79 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $142M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2021, up 32% quarter-over-quarter.
  • 35 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2021 and 5 closed out, a net change of +30 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $21.1M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2021 was Flow Traders U.S., an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2021.