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iShares ESG Advanced MSCI EAFE ETF
DMXF

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $484M → $508M (+$23.9M)

0.32% more ownership

Funds ownership: 75.77% → 76.09% (+0.32%)

1% less funds holding

Funds holding: 187 → 186 (-1)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.92M
2
SEI Investments
SEI Investments
Pennsylvania
+$5.85M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.34M
4
LPL Financial
LPL Financial
California
+$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.99M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.03M
2
I
IMPACTfolio
Colorado
-$2.38M
3
SAG
SageView Advisory Group
California
-$1.43M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$966K
5
KFAA
Klaas Financial Asset Advisors
Illinois
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
51
Opes Wealth Management
California
$1.42M -$73.9K -1,094 -5%
EH
52
Equitable Holdings
New York
$1.42M +$93.2K +1,380 +7%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.41M +$96.1K +1,423 +7%
MIS
54
Morningstar Investment Services
Illinois
$1.38M +$511K +7,568 +58%
AM
55
Atwater Malick
Pennsylvania
$1.38M – – –
SPIA
56
Steward Partners Investment Advisory
New York
$1.33M +$89.1K +1,319 +7%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$1.32M -$966K -14,300 -42%
HHGA
58
Halbert Hargrove Global Advisors
California
$1.27M +$6.08K +90 +0.5%
PL
59
Plancorp LLC
Missouri
$1.22M – – –
GAM
60
Gould Asset Management
California
$1.22M – – –
WFA
61
Wade Financial Advisory
California
$1.16M -$8.85K -131 -0.8%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.15M +$1.08M +16,055 +1,854%
SRB
63
Shotwell Rutter Baer
Michigan
$1.11M +$1.1M +16,293 New
PP
64
Prudential plc
United Kingdom
$1.01M – – –
Wells Fargo
65
Wells Fargo
California
$1.01M +$98.2K +1,454 +11%
Prudential Financial
66
Prudential Financial
New Jersey
$1.01M -$20.5K -303 -2%
CWM
67
Congress Wealth Management
Massachusetts
$1.01M -$16.3K -242 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$967K +$75.2K +1,113 +8%
JFG
69
JMG Financial Group
Illinois
$954K +$2.97K +44 +0.3%
Creative Planning
70
Creative Planning
Kansas
$925K +$1.89K +28 +0.2%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$907K +$2.97K +44 +0.3%
RWP
72
Revolve Wealth Partners
New Jersey
$895K +$179K +2,651 +25%
Lazard Asset Management
73
Lazard Asset Management
New York
$890K – – –
VWA
74
VERITY Wealth Advisors
United States
$866K – – –
SA
75
Skyline Advisors
Washington
$813K +$17.9K +265 +2%
1 2
3
4 5

DMXF Hedge Fund Activity: Q2 2024 in Review

186 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2024, worth a combined $508M — up 4.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMXF positions and 18 closed out — a net gain of 2 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $7.92M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.03M sold.

  • 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $508M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $7.92M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2024.