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iShares ESG Advanced MSCI EAFE ETF
DMXF

107 hedge funds and large institutions have $316M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $244M → $316M (+$71.3M)

5.42% more ownership

Funds ownership: 75.45% → 80.87% (+5.4%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less funds holding

Funds holding: 110 → 107 (-3)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
16
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$61.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
3
Jane Street
Jane Street
New York
+$7.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.35M
5
CIAS
CFS Investment Advisory Services
New Jersey
+$4.87M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$6.62M
2
I
IMPACTfolio
Colorado
-$3.1M
3
OMC
Old Mission Capital
Illinois
-$2.53M
4
CCG
Capital CS Group
California
-$655K
5
FHA
First Horizon Advisors
Tennessee
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
26
Compton Wealth Advisory Group
Virginia
$1.38M +$206K +3,255 +17%
DT
27
Diversified Trust
Tennessee
$1.38M +$171K +2,701 +14%
AI
28
Accredited Investors
Minnesota
$1.37M +$626K +9,883 +78%
HGWM
29
Horst & Graben Wealth Management
Oregon
$1.13M +$90.9K +1,435 +8%
KAS
30
Kestra Advisory Services
Texas
$1.11M +$252K +3,978 +28%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.05M +$476K +7,511 +78%
EH
32
Equitable Holdings
New York
$1.03M +$185K +2,923 +21%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$947K -$56.7K -895 -5%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$831K +$863K +13,615 New
SWM
35
SigFig Wealth Management
California
$791K +$194K +3,066 +31%
OWM
36
Opes Wealth Management
California
$777K +$157K +2,480 +24%
CAN
37
Cetera Advisor Networks
California
$776K +$71.2K +1,124 +10%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$758K +$163K +2,568 +26%
BDF
39
Balasa Dinverno & Foltz
$714K +$371K +5,847 +100%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$703K -$42.5K -670 -5%
WA
41
Wealth Alliance
New York
$660K -$20.5K -324 -3%
Stifel Financial
42
Stifel Financial
Missouri
$633K +$657K +10,374 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$628K -$6.08K -96 -0.9%
APW
44
Austin Private Wealth
Texas
$628K +$90.1K +1,422 +16%
GIA
45
Goodwin Investment Advisory
Georgia
$597K +$40.2K +634 +7%
AWM
46
AE Wealth Management
Kansas
$562K -$39K -616 -6%
LRIA
47
Leonard Rickey Investment Advisors
Washington
$553K +$3.17K +50 +0.6%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$534K -$29.3K -463 -5%
RIA
49
Regal Investment Advisors
Michigan
$464K +$29.1K +459 +6%
CAM
50
Crestone Asset Management
Colorado
$451K -$32.6K -515 -7%
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DMXF Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2022, worth a combined $316M — up 29% from $244M a quarter earlier.

Fund positioning in DMXF was balanced in Q1 2022: 16 funds opened new positions, 16 closed out, 62 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $61.7M. The largest seller was Flow Traders U.S., cutting an estimated $6.62M.

  • 107 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $316M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2022, up 29% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2022 and 16 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2022 was BlackRock, an estimated $61.7M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2022 was Flow Traders U.S., an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2022.