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iShares ESG Advanced MSCI EAFE ETF
DMXF

114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 116 → 114 (-2)

3.98% less ownership

Funds ownership: 80.42% → 76.44% (-4%)

9% less capital invested

Capital invested by funds: $273M → $248M (-$24.8M)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
62
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$5.83M
2
I
IMPACTfolio
Colorado
+$5.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$4.72M
4
Jane Street
Jane Street
New York
+$3.02M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.85M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$7.93M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.96M
3
OMC
Old Mission Capital
Illinois
-$2.94M
4
OWA
One Wealth Advisors
California
-$2.46M
5
PL
Plancorp LLC
Missouri
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$982K +$151K +2,895 +16%
Prudential Financial
27
Prudential Financial
New Jersey
$961K -$46.3K -889 -4%
PP
28
Prudential plc
United Kingdom
$955K – – –
WP
29
WealthSource Partners
California
$912K -$142K -2,719 -12%
BFO
30
Biltmore Family Office
North Carolina
$909K – – –
EH
31
Equitable Holdings
New York
$806K +$40K +768 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$793K -$98K -1,882 -10%
CAN
33
Cetera Advisor Networks
California
$750K +$120K +2,310 +17%
OWM
34
Opes Wealth Management
California
$737K +$144K +2,770 +21%
WA
35
Wealth Alliance
New York
$720K +$340K +6,540 +73%
FAIM
36
Financial Advocates Investment Management
Washington
$712K +$1.85M +35,508 New
Bank of America
37
Bank of America
North Carolina
$706K -$27.6K -530 -3%
SHJ
38
Sharkey, Howes & Javer
Colorado
$700K -$66.7K -1,281 -8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$698K +$110K +2,109 +16%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$681K +$10.7K +206 +1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$679K +$245K +4,709 +48%
CAM
42
Crestone Asset Management
Colorado
$635K +$4.32K +83 +0.6%
DT
43
Diversified Trust
Tennessee
$585K +$42.5K +817 +7%
JFG
44
JMG Financial Group
Illinois
$579K -$34.3K -659 -5%
APW
45
Austin Private Wealth
Texas
$500K +$6.09K +117 +1%
VWA
46
VERITY Wealth Advisors
United States
$497K -$11.8K -227 -2%
AssetMark Inc
47
AssetMark Inc
California
$482K +$236K +4,529 +78%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$474K +$65.2K +1,253 +14%
EWM
49
Empirical Wealth Management
Washington
$473K +$528K +10,150 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$471K -$5.36K -103 -1%
1
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3 4 5

DMXF Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2022, worth a combined $248M — down 9.1% from $273M a quarter earlier.

Fund positioning in DMXF was balanced in Q3 2022: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 23 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.83M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $7.93M sold.

  • 114 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2022, down from 116 in Q2 2022.
  • Funds reported $248M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2022 and 15 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2022 was RWA Wealth Partners, an estimated $5.83M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2022 was Flow Traders U.S., an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2022.