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iShares ESG Advanced MSCI EAFE ETF
DMXF

186 hedge funds and large institutions have $441M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

27% more capital invested

Capital invested by funds: $347M → $441M (+$93.7M)

15% more funds holding

Funds holding: 162 → 186 (+24)

2.5% more ownership

Funds ownership: 75.67% → 78.17% (+2.5%)

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
79
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
S
Syntrinsic
Colorado
+$36.5M
2
Jane Street
Jane Street
New York
+$3.87M
3
Bank of America
Bank of America
North Carolina
+$1.64M
4
UCFA
United Capital Financial Advisors
Texas
+$1.49M
5
SWM
SigFig Wealth Management
California
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$8.75M
2
FTUS
Flow Traders U.S.
New York
-$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.11M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.06M
5
RWP
RWA Wealth Partners
Massachusetts
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$2.97M +$211K +3,564 +8%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$2.74M – – –
APW
28
Atlantic Private Wealth
North Carolina
$2.73M -$28.4K -480 -1%
AWS
29
Atria Wealth Solutions
New York
$2.46M +$50.9K +860 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.38M -$94.5K -1,597 -4%
VAF
31
Values Added Financial
District of Columbia
$2.25M -$248K -4,197 -11%
FGAM
32
Financial Gravity Asset Management
Texas
$2.2M +$5.92K +100 +1%
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.93M +$27.9K +471 +2%
CAN
34
Cetera Advisor Networks
California
$1.76M -$47.7K -807 -3%
FTUS
35
Flow Traders U.S.
New York
$1.72M -$4.27M -72,089 -73%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.7M -$131K -2,209 -8%
PA
37
Parkside Advisors
California
$1.67M -$35.5K -600 -2%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$1.66M +$1.15M +19,390 +297%
UCFA
39
United Capital Financial Advisors
Texas
$1.61M +$1.49M +25,143 New
AssetMark Inc
40
AssetMark Inc
California
$1.58M +$134K +2,269 +10%
AFG
41
Albion Financial Group
Utah
$1.55M +$5.09K +86 +0.4%
OWM
42
Opes Wealth Management
California
$1.5M – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.48M +$231K +3,912 +20%
HGWM
44
Horst & Graben Wealth Management
Oregon
$1.46M +$19.5K +329 +1%
SHJ
45
Sharkey, Howes & Javer
Colorado
$1.36M +$6.75K +114 +0.5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.34M +$107K +1,808 +9%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.23M +$568K +9,592 +100%
AM
48
Atwater Malick
Pennsylvania
$1.21M +$9.29K +157 +0.8%
EH
49
Equitable Holdings
New York
$1.2M +$77.3K +1,307 +7%
PL
50
Plancorp LLC
Missouri
$1.18M – – –
1
2
3 4 5

DMXF Hedge Fund Activity: Q4 2023 in Review

186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2023, worth a combined $441M — up 27% from $347M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DMXF positions and 10 closed out — a net gain of 24 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was Syntrinsic, adding an estimated $36.5M. The largest seller was BlackRock, cutting an estimated $8.75M.

  • 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2023, up from 162 in Q3 2023.
  • Funds reported $441M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 34 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2023 and 10 closed out, a net change of +24 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2023 was Syntrinsic, an estimated $36.5M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2023 was BlackRock, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2023.