We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

80% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 44

5% more funds holding

Funds holding: 154162 (+8)

0.32% more ownership

Funds ownership: 75.36%75.67% (+0.32%)

0% less capital invested

Capital invested by funds: $349M → $347M (-$1.36M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
26
Financial Gravity Asset Management
Texas
$2.19M +$428K +7,156 +1,328%
AWS
27
Atria Wealth Solutions
New York
$2.15M +$81.2K +1,358 +4%
UBS Group
28
UBS Group
Switzerland
$1.97M +$956K +15,993 +86%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.7M +$25K +418 +1%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$1.66M +$64.5K +1,080 +4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.65M -$34.7K -581 -2%
CAN
32
Cetera Advisor Networks
California
$1.62M +$36.4K +609 +2%
PA
33
Parkside Advisors
California
$1.52M -$8.61K -144 -0.5%
AFG
34
Albion Financial Group
Utah
$1.38M +$1.42M +23,793 +5,150%
OWM
35
Opes Wealth Management
California
$1.34M +$214K +3,585 +18%
AssetMark Inc
36
AssetMark Inc
California
$1.28M +$278K +4,649 +26%
HGWM
37
Horst & Graben Wealth Management
Oregon
$1.28M +$10.5K +176 +0.8%
Bank of America
38
Bank of America
North Carolina
$1.28M +$451K +7,542 +51%
SHJ
39
Sharkey, Howes & Javer
Colorado
$1.21M +$163K +2,722 +15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.1M -$17K -285 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.09M -$37.1K -621 -3%
AM
42
Atwater Malick
Pennsylvania
$1.07M +$40.5K +678 +4%
PL
43
Plancorp LLC
Missouri
$1.05M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.01M +$250K +4,183 +31%
WFA
45
Wade Financial Advisory
California
$1,000K +$123K +2,060 +13%
EH
46
Equitable Holdings
New York
$997K +$65.2K +1,091 +7%
Prudential Financial
47
Prudential Financial
New Jersey
$983K -$94.9K -1,588 -8%
EFN
48
Equita Financial Network
Pennsylvania
$980K +$1.03M +17,165 New
WP
49
WealthSource Partners
California
$947K -$51K -854 -5%
OIA
50
OneDigital Investment Advisors
Kansas
$867K +$146K +2,440 +19%

DMXF Hedge Fund Activity: Q3 2023 in Review

162 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2023, worth a combined $347M — down 0.39% from $349M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DMXF positions and 8 closed out — a net gain of 8 holders — while 79 added to existing stakes and 44 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.91M. The largest seller was Envestnet Asset Management, cutting an estimated $31M.

  • 162 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $347M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2023, down 0.39% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2023 and 8 closed out, a net change of +8 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2023 was Flow Traders U.S., an estimated $5.91M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.