DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Overview Fund Activity

83 hedge funds and large institutions have $187M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$109M
2
Jane Street
2
Jane Street
New York
$3.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.62M
5
LPL Financial
5
LPL Financial
California
$2.59M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$6.29K
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$0
3
OMC
3
Old Mission Capital
Illinois
$3.92M
4
HF
4
HRT Financial
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$644K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$611K 9,018 +3,000 +50%
WA
27
Wealth Alliance
New York
$577K 8,510 +1,549 +22%
LRIA
28
Leonard Rickey Investment Advisors
Washington
$573K 8,460 +1,666 +25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$560K 8,260 +854 +12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$547K 8,076 +3,942 +95%
OWM
31
Opes Wealth Management
California
$520K 7,670 +3,340 +77%
RA
32
Resolute Advisors
California
$508K 7,500 – –
KFAA
33
Klaas Financial Asset Advisors
Illinois
$508K 7,501 +6,079 +427%
APW
34
Austin Private Wealth
Texas
$493K 7,276 +2,114 +41%
SWM
35
SigFig Wealth Management
California
$473K 6,978 +2,833 +68%
WI
36
WrapManager Inc
California
$466K 6,876 +6,876 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$454K 6,699 +6,699 New
GIA
38
Goodwin Investment Advisory
Georgia
$435K 6,412 +4,459 +228%
CCM
39
Coldstream Capital Management
Washington
$426K 6,290 – –
Betterment LLC
40
Betterment LLC
New York
$426K 6,281 +2,370 +61%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$425K 6,265 +356 +6%
SCA
42
Snowden Capital Advisors
New York
$413K 6,100 +267 +5%
3LCM
43
3D/L Capital Management
Connecticut
$391K 5,777 +338 +6%
Creative Planning
44
Creative Planning
Kansas
$381K 5,621 – –
RIA
45
Regal Investment Advisors
Michigan
$366K 5,404 +1,099 +26%
AWM
46
AE Wealth Management
Kansas
$365K 5,388 +2,011 +60%
IWC
47
Integrated Wealth Concepts
Massachusetts
$342K 5,042 +1,377 +38%
BFO
48
Biltmore Family Office
North Carolina
$339K 5,000 +5,000 New
FHA
49
First Horizon Advisors
Tennessee
$324K 4,794 +3,658 +322%
VHAM
50
Van Hulzen Asset Management
California
$310K 4,572 +772 +20%
1
2
3 4