We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

226% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 34

18% more capital invested

Capital invested by funds: $508M → $600M (+$92.3M)

11% more funds holding

Funds holding: 186 → 207 (+21)

1.15% more ownership

Funds ownership: 76.09% → 77.24% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.7M
3
OMC
Old Mission Capital
Illinois
+$6.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.33M
5
PAS
Park Avenue Securities
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.8M
2
S
Syntrinsic
Colorado
-$8.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
BlackRock
BlackRock
New York
-$2.44M
5
FTUS
Flow Traders U.S.
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.43M +$1.39M +20,087 +73%
VAF
27
Values Added Financial
District of Columbia
$3.23M +$651K +9,400 +27%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$3.11M – – –
AssetMark Inc
29
AssetMark Inc
California
$3.08M +$883K +12,757 +43%
APW
30
Atlantic Private Wealth
North Carolina
$3.02M -$70.7K -1,022 -2%
KFAA
31
Klaas Financial Asset Advisors
Illinois
$3M -$17.2K -248 -0.6%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$2.94M -$395K -5,701 -12%
RCG
33
Regatta Capital Group
California
$2.7M +$341K +4,921 +15%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.63M +$533K +7,696 +27%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.61M +$355K +5,130 +17%
UCFA
36
United Capital Financial Advisors
Texas
$2.57M +$476K +6,872 +24%
EFN
37
Equita Financial Network
Pennsylvania
$2.55M +$285K +4,115 +13%
MIS
38
Morningstar Investment Services
Illinois
$2.33M +$814K +11,760 +57%
SA
39
Sanctuary Advisors
Indiana
$2.21M +$617K +8,907 +36%
WA
40
Westfuller Advisors
New York
$2.19M +$2.11M +30,431 New
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.1M +$7.75K +112 +0.4%
CGL
42
Clarius Group LLC
Washington
$2.1M – – –
OIA
43
OneDigital Investment Advisors
Kansas
$2.1M +$313K +4,528 +18%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.07M +$207K +2,988 +12%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.06M +$156K +2,258 +9%
HGWM
46
Horst & Graben Wealth Management
Oregon
$2.01M +$274K +3,961 +16%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$1.98M +$552K +7,975 +41%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$1.95M +$77.6K +1,121 +4%
AFG
49
Albion Financial Group
Utah
$1.89M +$5.54K +80 +0.3%
EH
50
Equitable Holdings
New York
$1.85M +$319K +4,615 +22%
1
2
3 4 5

DMXF Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2024, worth a combined $600M — up 18% from $508M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 9 closed out — a net gain of 22 holders — while 111 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $29.3M. The largest seller was Jane Street, exiting entirely with an estimated $11.8M sold.

  • 207 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2024, up from 186 in Q2 2024.
  • Funds reported $600M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2024 and 9 closed out, a net change of +22 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $29.3M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.