DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Overview Fund Activity

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$5.65M
2
LPL Financial
2
LPL Financial
California
$5.84M
3
BlackRock
3
BlackRock
New York
$59.8M
4
AF
4
Allworth Financial
California
$8.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$88.6M
2
Jane Street
2
Jane Street
New York
$0
3
I
3
IMPACTfolio
Colorado
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$39.9K
5
OL
5
Optas LLC
Texas
$512K
Name Market Value Shares Shares
Change 		Shares
Change %
T
51
TCWP
Ohio
$865K 15,154 -1,329 -8%
PP
52
Prudential plc
United Kingdom
$856K 15,000 – –
SPIA
53
Steward Partners Investment Advisory
New York
$846K 14,826 +2,344 +19%
JFG
54
JMG Financial Group
Illinois
$838K 14,674 +2,280 +18%
CIC
55
Carnegie Investment Counsel
Ohio
$807K 14,135 +386 +3%
Lazard Asset Management
56
Lazard Asset Management
New York
$788K 13,814 +13,814 New
CWM
57
Congress Wealth Management
Massachusetts
$781K 13,683 +2,878 +27%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$695K 12,177 -94 -0.8%
S
59
Syntrinsic
Colorado
$661K 11,573 +11,573 New
BFO
60
Biltmore Family Office
North Carolina
$658K 11,528 +1,161 +11%
DI
61
DFPG Investments
Utah
$644K 11,206 +399 +4%
WA
62
Wealth Alliance
New York
$615K 10,780 -564 -5%
LRIA
63
Leonard Rickey Investment Advisors
Washington
$611K 10,711 +407 +4%
VWA
64
VERITY Wealth Advisors
United States
$591K 10,345 +228 +2%
APW
65
Austin Private Wealth
Texas
$586K 10,271 +130 +1%
EWM
66
Empirical Wealth Management
Washington
$579K 10,150 – –
GAM
67
Gould Asset Management
California
$579K 10,150 +975 +11%
CAM
68
Crestone Asset Management
Colorado
$573K 10,042 -950 -9%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$549K 9,610 +712 +8%
SWP
70
Stratos Wealth Partners
Ohio
$522K 9,141 +2,637 +41%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$515K 9,024 +10 +0.1%
KAS
72
Kestra Advisory Services
Texas
$515K 9,021 +2,915 +48%
OL
73
Optas LLC
Texas
$512K 8,953 -8,239 -48%
DT
74
Diversified Trust
Tennessee
$505K 8,848 -81 -0.9%
MPW
75
MA Private Wealth
California
$460K 8,059 – –
1 2
3
4 5