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iShares ESG Advanced MSCI EAFE ETF

110 hedge funds and large institutions have $244M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 7

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

33% more funds holding

Funds holding: 83110 (+27)

31% more capital invested

Capital invested by funds: $187M → $244M (+$57.5M)

1.25% more ownership

Funds ownership: 74.2%75.45% (+1.3%)

Holders
110
Holders Change
+27
Holders Change %
+32.53%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
57
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$976K +$240K +3,478 +32%
EH
27
Equitable Holdings
New York
$959K +$128K +1,854 +15%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$898K +$899K +13,057 New
AI
29
Accredited Investors
Minnesota
$867K +$138K +2,005 +19%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$839K +$219K +3,183 +35%
KFAA
31
Klaas Financial Asset Advisors
Illinois
$802K +$286K +4,151 +55%
CAN
32
Cetera Advisor Networks
California
$797K +$62.1K +902 +8%
WA
33
Wealth Alliance
New York
$766K +$181K +2,634 +31%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$714K +$39.6K +575 +6%
OWM
35
Opes Wealth Management
California
$706K +$179K +2,595 +34%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$678K +$218K +3,161 +47%
SWM
37
SigFig Wealth Management
California
$677K +$207K +3,001 +43%
AWM
38
AE Wealth Management
Kansas
$676K +$306K +4,438 +82%
IWC
39
Integrated Wealth Concepts
Massachusetts
$664K +$318K +4,611 +91%
CCG
40
Capital CS Group
California
$655K +$379K +5,503 +137%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$649K +$1.24K +18 +0.2%
JFG
42
JMG Financial Group
Illinois
$647K
RJFSA
43
Raymond James Financial Services Advisors
Florida
$634K +$65.7K +954 +12%
GIA
44
Goodwin Investment Advisory
Georgia
$629K +$189K +2,740 +43%
LRIA
45
Leonard Rickey Investment Advisors
Washington
$620K +$38.7K +562 +7%
APW
46
Austin Private Wealth
Texas
$611K +$110K +1,602 +22%
CAM
47
Crestone Asset Management
Colorado
$544K +$544K +7,904 New
D
48
Dentgroup
Louisiana
$510K +$511K +7,414 New
WI
49
WrapManager Inc
California
$492K +$19.4K +282 +4%
RIA
50
Regal Investment Advisors
Michigan
$492K +$120K +1,745 +32%

DMXF Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2021, worth a combined $244M — up 31% from $187M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 4 closed out — a net gain of 27 holders — while 57 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.5M sold.

  • 110 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $244M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2021 and 4 closed out, a net change of +27 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $19.6M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2021 was Jane Street, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2021.