We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

154 hedge funds and large institutions have $349M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $325M → $349M (+$23.8M)

5% more funds holding

Funds holding: 147 → 154 (+7)

0.48% more ownership

Funds ownership: 74.88% → 75.36% (+0.48%)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
66
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.48M
2
BlackRock
BlackRock
New York
+$3.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.29M
4
AM
Atwater Malick
Pennsylvania
+$1.1M
5
SWM
SigFig Wealth Management
California
+$920K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.72M
2
MOS
MGO One Seven
Ohio
-$940K
3
BPA
Beacon Pointe Advisors
California
-$561K
4
HPM
Hoxton Planning & Management
West Virginia
-$380K
5
PP
Prudential plc
United Kingdom
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$772K +$768K +12,672 New
SPIA
52
Steward Partners Investment Advisory
New York
$760K +$43.9K +725 +6%
JFG
53
JMG Financial Group
Illinois
$755K +$125K +2,064 +20%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$747K +$216K +3,558 +41%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$727K +$677K +11,174 +2,013%
WA
56
Wealth Alliance
New York
$691K -$7.39K -122 -1%
DI
57
DFPG Investments
Utah
$672K +$6.72K +111 +1%
CAM
58
Crestone Asset Management
Colorado
$670K +$29.9K +494 +5%
CWM
59
Congress Wealth Management
Massachusetts
$658K -$666 -11 -0.1%
BFO
60
Biltmore Family Office
North Carolina
$631K -$96.9K -1,600 -13%
LRIA
61
Leonard Rickey Investment Advisors
Washington
$628K -$5.39K -89 -0.9%
EWM
62
Empirical Wealth Management
Washington
$618K – – –
APW
63
Austin Private Wealth
Texas
$618K +$31.4K +519 +5%
VWA
64
VERITY Wealth Advisors
United States
$616K +$44.3K +731 +8%
GAM
65
Gould Asset Management
California
$559K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$549K -$139K -2,292 -20%
DT
67
Diversified Trust
Tennessee
$544K -$14.5K -240 -3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$542K +$178K +2,933 +49%
Wells Fargo
69
Wells Fargo
California
$501K +$147K +2,430 +42%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$500K -$9.63K -159 -2%
MPW
71
MA Private Wealth
California
$491K – – –
AAS
72
Avantax Advisory Services
Texas
$475K +$45.1K +745 +11%
AWM
73
AE Wealth Management
Kansas
$473K +$49.5K +817 +12%
CA
74
Cetera Advisors
Colorado
$461K +$48.2K +795 +12%
Stifel Financial
75
Stifel Financial
Missouri
$442K -$3.33K -55 -0.8%
1 2
3
4 5

DMXF Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2023, worth a combined $349M — up 7.3% from $325M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DMXF positions and 8 closed out — a net gain of 7 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, adding an estimated $7.48M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $5.72M sold.

  • 154 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $349M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2023 was Jane Street, an estimated $7.48M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2023 was Flow Traders U.S., an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2023.