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iShares ESG Advanced MSCI EAFE ETF

79 hedge funds and large institutions have $142M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 4

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

61% more funds holding

Funds holding: 4979 (+30)

32% more capital invested

Capital invested by funds: $108M → $142M (+$34.2M)

31.41% less ownership

Funds ownership: 109.97%78.56% (-31%)

Holders
79
Holders Change
+30
Holders Change %
+61.22%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
32
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$229K +$229K +3,377 New
CRWM
52
Castle Rock Wealth Management
California
$202K +$198K +2,912 New
CFD
53
Creative Financial Designs
Indiana
$185K +$28.5K +420 +18%
TI
54
tru Independence
Oregon
$183K +$184K +2,715 New
SPIA
55
Steward Partners Investment Advisory
New York
$165K -$13.6K -201 -8%
UBS Group
56
UBS Group
Switzerland
$151K +$151K +2,228 New
ACA
57
Aptus Capital Advisors
Alabama
$143K +$23K +339 +19%
GIA
58
Goodwin Investment Advisory
Georgia
$133K +$30.7K +453 +30%
ASN
59
Advisory Services Network
Georgia
$124K +$125K +1,837 New
KFAA
60
Klaas Financial Asset Advisors
Illinois
$96K +$69.8K +1,029 +262%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$78K +$78.4K +1,155 New
FHA
62
First Horizon Advisors
Tennessee
$76K +$29.8K +439 +63%
PCG
63
Private Capital Group
Connecticut
$62K +$37.4K +551 +152%
SBL
64
Sargent Bickham Lagudis
Colorado
$61K +$61.5K +907 New
NFG
65
Next Financial Group
Texas
$59K +$7.19K +106 +14%
Bank of America
66
Bank of America
North Carolina
$54K +$14.9K +220 +39%
CFA
67
Carroll Financial Associates
North Carolina
$52K +$52.9K +779 New
WP
68
WealthShield Partners
North Carolina
$36K
HIA
69
Harbor Investment Advisory
Maryland
$15K
HI
70
Harbour Investments
Wisconsin
$14K +$8.96K +132 +161%
AF
71
Advisornet Financial
Minnesota
$10K +$3.12K +46 +47%
SWM
72
Spire Wealth Management
Virginia
$10K +$9.63K +142 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8K +$8.35K +123 New
APA
74
American Portfolios Advisors
New York
$7.99K +$5.22K +77 +188%
GFPC
75
Global Financial Private Client
Florida
$7.39K +$3.53K +52 +91%

DMXF Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2021, worth a combined $142M — up 32% from $108M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DMXF positions and 5 closed out — a net gain of 30 holders — while 32 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.

  • 79 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $142M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2021, up 32% quarter-over-quarter.
  • 35 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2021 and 5 closed out, a net change of +30 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $21.1M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2021 was Flow Traders U.S., an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2021.