iShares ESG Advanced MSCI EAFE ETF
DMXF
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.
783% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 6
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
32% more capital invested
Capital invested by funds: $142M → $187M (+$45M)
5% more funds holding
Funds holding: 79 → 83 (+4)
4.36% less ownership
Funds ownership: 78.56% → 74.2% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.6M |
| 2 |
Jane Street
New York
|
+$3.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$2.9M |
| 2 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.56M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$997K |
| 4 |
HF
HRT Financial
New York
|
-$388K |
| 5 |
TI
tru Independence
Portland,
Oregon
|
-$183K |
DMXF Hedge Fund Activity: Q3 2021 in Review
83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2021, worth a combined $187M — up 32% from $142M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DMXF positions and 7 closed out — a net gain of 5 holders — while 53 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $27.6M. The largest seller was Kelly Financial Services, cutting an estimated $2.9M.
- 83 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2021, up from 79 in Q2 2021.
- Funds reported $187M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2021, up 32% quarter-over-quarter.
- 12 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2021 and 7 closed out, a net change of +5 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $27.6M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2021 was Kelly Financial Services, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2021.