iShares ESG Advanced MSCI EAFE ETF
DMXF
49 hedge funds and large institutions have $108M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 0 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
77% more capital invested
Capital invested by funds: $60.9M → $108M (+$46.7M)
53% more funds holding
Funds holding: 32 → 49 (+17)
14.02% more ownership
Funds ownership: 95.95% → 109.97% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.32M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$8.28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.07M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$215K |
| 2 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$211K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$67K |
| 4 |
Morgan Stanley
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCA
51
Transcend Capital Advisors
Madison,
New Jersey
| – | -$211K | -5,247 | Closed |
|
|
CRWM
52
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$215K | -3,308 | Closed |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| – | -$67K | -1,068 | Closed |
|
|
54
Morgan Stanley
New York
| – | -$4K | -60 | Closed |
|
DMXF Hedge Fund Activity: Q1 2021 in Review
49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2021, worth a combined $108M — up 77% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DMXF positions and 4 closed out — a net gain of 17 holders — while 23 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.2M. The largest seller was Castle Rock Wealth Management, exiting entirely with an estimated $215K sold.
- 49 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2021, up from 32 in Q4 2020.
- Funds reported $108M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2021, up 77% quarter-over-quarter.
- 21 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2021 and 4 closed out, a net change of +17 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $17.2M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2021 was Castle Rock Wealth Management, an estimated $215K sold.
Based on aggregated 13F filings for Q1 2021.