We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

107 hedge funds and large institutions have $316M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $244M → $316M (+$71.3M)

5.42% more ownership

Funds ownership: 75.45%80.87% (+5.4%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less funds holding

Funds holding: 110107 (-3)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
16
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$443K +$279K +4,404 +154%
WI
52
WrapManager Inc
California
$441K +$4.44K +70 +1%
KFSC
53
Keystone Financial Services (Colorado)
Colorado
$436K +$96.6K +1,525 +23%
SCA
54
Snowden Capital Advisors
New York
$430K +$25.7K +405 +6%
Betterment LLC
55
Betterment LLC
New York
$411K -$6.27K -99 -1%
SB
56
Strategic Blueprint
Georgia
$406K +$43.7K +690 +12%
3LCM
57
3D/L Capital Management
Connecticut
$388K +$43.5K +687 +12%
CCM
58
Coldstream Capital Management
Washington
$384K
T
59
TCWP
Ohio
$376K +$40.4K +637 +11%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$369K -$42.1K -664 -10%
PFA
61
Pathway Financial Advisors
Vermont
$356K +$4.82K +76 +1%
JFG
62
JMG Financial Group
Illinois
$340K -$243K -3,827 -41%
RA
63
RFG Advisory
Alabama
$336K +$350K +5,516 New
OPS
64
Orion Portfolio Solutions
Nebraska
$334K +$57.2K +902 +20%
D
65
Dentgroup
Louisiana
$333K -$123K -1,948 -26%
CW
66
CreativeOne Wealth
Kansas
$326K +$68.8K +1,086 +26%
BRWA
67
B. Riley Wealth Advisors
Florida
$314K +$325K +5,132 New
BFO
68
Biltmore Family Office
North Carolina
$305K
MYIA
69
Mount Yale Investment Advisors
Colorado
$293K +$305K +4,805 New
AAS
70
Avantax Advisory Services
Texas
$275K +$93.6K +1,477 +49%
JBA
71
Johnson Bixby & Associates
Washington
$274K +$285K +4,490 New
AP
72
Adero Partners
California
$258K
RJA
73
Raymond James & Associates
Florida
$239K +$42.8K +675 +21%
FA
74
Financial Advisors
Massachusetts
$234K
WWG
75
West Wealth Group
California
$214K +$223K +3,522 New

DMXF Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2022, worth a combined $316M — up 29% from $244M a quarter earlier.

Fund positioning in DMXF was balanced in Q1 2022: 16 funds opened new positions, 16 closed out, 62 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $61.7M. The largest seller was Flow Traders U.S., cutting an estimated $6.62M.

  • 107 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $316M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2022, up 29% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2022 and 16 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2022 was BlackRock, an estimated $61.7M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2022 was Flow Traders U.S., an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2022.