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iShares ESG Advanced MSCI EAFE ETF

110 hedge funds and large institutions have $244M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 7

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

33% more funds holding

Funds holding: 83110 (+27)

31% more capital invested

Capital invested by funds: $187M → $244M (+$57.5M)

1.25% more ownership

Funds ownership: 74.2%75.45% (+1.3%)

Holders
110
Holders Change
+27
Holders Change %
+32.53%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
57
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$471K +$38.6K +561 +9%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$31.4K +456 +7%
SCA
53
Snowden Capital Advisors
New York
$457K +$37.9K +550 +9%
KFSC
54
Keystone Financial Services (Colorado)
Colorado
$454K +$455K +6,604 New
CCM
55
Coldstream Capital Management
Washington
$433K
SB
56
Strategic Blueprint
Georgia
$411K +$105K +1,528 +34%
BDF
57
Balasa Dinverno & Foltz
$402K +$403K +5,850 New
FHA
58
First Horizon Advisors
Tennessee
$397K +$68.1K +989 +21%
3LCM
59
3D/L Capital Management
Connecticut
$390K -$7.3K -106 -2%
Creative Planning
60
Creative Planning
Kansas
$387K
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$381K
T
62
TCWP
Ohio
$381K +$382K +5,540 New
PFA
63
Pathway Financial Advisors
Vermont
$372K +$397K +5,766 New
BFO
64
Biltmore Family Office
North Carolina
$344K
VHAM
65
Van Hulzen Asset Management
California
$320K +$5.79K +84 +2%
OPS
66
Orion Portfolio Solutions
Nebraska
$314K +$85.7K +1,244 +37%
CW
67
CreativeOne Wealth
Kansas
$293K +$77.3K +1,122 +36%
AP
68
Adero Partners
California
$291K
AG
69
Ascent Group
Virginia
$285K +$300K +4,358 New
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$283K +$8.61K +125 +3%
FA
71
Financial Advisors
Massachusetts
$264K
RJA
72
Raymond James & Associates
Florida
$223K +$224K +3,247 New
PWA
73
Physician Wealth Advisors
Utah
$221K +$224K +3,248 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$210K +$192K +2,784 +1,059%
AAS
75
Avantax Advisory Services
Texas
$208K +$208K +3,023 New

DMXF Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2021, worth a combined $244M — up 31% from $187M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 4 closed out — a net gain of 27 holders — while 57 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.5M sold.

  • 110 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $244M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2021 and 4 closed out, a net change of +27 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $19.6M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2021 was Jane Street, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2021.