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iShares ESG Advanced MSCI EAFE ETF
DMXF

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $484M → $508M (+$23.9M)

0.32% more ownership

Funds ownership: 75.77% → 76.09% (+0.32%)

1% less funds holding

Funds holding: 187 → 186 (-1)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.92M
2
SEI Investments
SEI Investments
Pennsylvania
+$5.85M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.34M
4
LPL Financial
LPL Financial
California
+$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.99M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.03M
2
I
IMPACTfolio
Colorado
-$2.38M
3
SAG
SageView Advisory Group
California
-$1.43M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$966K
5
KFAA
Klaas Financial Asset Advisors
Illinois
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
26
Atlantic Private Wealth
North Carolina
$2.9M +$12.9K +191 +0.4%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$2.83M -$451K -6,673 -14%
AWS
28
Atria Wealth Solutions
New York
$2.53M -$8.58K -127 -0.3%
VAF
29
Values Added Financial
District of Columbia
$2.39M +$41.2K +610 +2%
RCG
30
Regatta Capital Group
California
$2.19M +$354K +5,245 +19%
EFN
31
Equita Financial Network
Pennsylvania
$2.11M +$398K +5,899 +23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.09M +$378K +5,600 +22%
AssetMark Inc
33
AssetMark Inc
California
$2.02M +$167K +2,476 +9%
CGL
34
Clarius Group LLC
Washington
$1.97M +$1.97M +29,195 New
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.96M -$59.2K -876 -3%
UCFA
36
United Capital Financial Advisors
Texas
$1.94M +$238K +3,529 +14%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.94M +$48.2K +714 +3%
IWC
38
Integrated Wealth Concepts
Massachusetts
$1.86M +$26.1K +387 +1%
FTUS
39
Flow Traders U.S.
New York
$1.8M +$1.8M +26,656 New
Osaic Holdings
40
Osaic Holdings
Arizona
$1.78M +$484K +7,173 +37%
AFG
41
Albion Financial Group
Utah
$1.76M +$24.3K +360 +1%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$1.75M +$917K +13,584 +110%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.73M +$456K +6,756 +36%
PA
44
Parkside Advisors
California
$1.71M -$31.2K -462 -2%
DL
45
DOHJ LLC
Washington
$1.7M +$128K +1,902 +8%
OIA
46
OneDigital Investment Advisors
Kansas
$1.66M +$924K +13,679 +126%
HGWM
47
Horst & Graben Wealth Management
Oregon
$1.62M +$16.7K +247 +1%
SA
48
Sanctuary Advisors
Indiana
$1.61M +$1.65M +24,419 New
Bank of America
49
Bank of America
North Carolina
$1.47M +$125K +1,848 +9%
SHJ
50
Sharkey, Howes & Javer
Colorado
$1.44M +$16.8K +249 +1%
1
2
3 4 5

DMXF Hedge Fund Activity: Q2 2024 in Review

186 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2024, worth a combined $508M — up 4.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMXF positions and 18 closed out — a net gain of 2 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $7.92M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.03M sold.

  • 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $508M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $7.92M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2024.