We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

226% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 34

18% more capital invested

Capital invested by funds: $508M → $600M (+$92.3M)

11% more funds holding

Funds holding: 186207 (+21)

1.15% more ownership

Funds ownership: 76.09%77.24% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$1.83M +$279K +4,027 +19%
PA
52
Parkside Advisors
California
$1.83M
DL
53
DOHJ LLC
Washington
$1.83M +$28.3K +409 +2%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.8M +$284K +4,106 +20%
SPIA
55
Steward Partners Investment Advisory
New York
$1.75M +$318K +4,588 +23%
AM
56
Atwater Malick
Pennsylvania
$1.59M +$109K +1,577 +8%
OWM
57
Opes Wealth Management
California
$1.57M +$44.6K +645 +3%
Bank of America
58
Bank of America
North Carolina
$1.56M -$11.6K -168 -0.8%
Prudential Financial
59
Prudential Financial
New Jersey
$1.54M +$448K +6,473 +43%
WFA
60
Wade Financial Advisory
California
$1.51M +$259K +3,739 +22%
PP
61
Prudential plc
United Kingdom
$1.44M +$346K +5,000 +33%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$1.36M +$373K +5,395 +40%
PL
63
Plancorp LLC
Missouri
$1.31M
GAM
64
Gould Asset Management
California
$1.3M
HHGA
65
Halbert Hargrove Global Advisors
California
$1.23M -$114K -1,645 -9%
SRB
66
Shotwell Rutter Baer
Michigan
$1.22M +$64.6K +933 +6%
Wells Fargo
67
Wells Fargo
California
$1.13M +$44.1K +637 +4%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$32.4K +468 +3%
CWM
69
Congress Wealth Management
Massachusetts
$1.07M -$9.48K -137 -0.9%
FPF
70
First Pacific Financial
Washington
$1.06M +$1.01M +14,658 New
MOS
71
MGO One Seven
Ohio
$1.05M +$182K +2,636 +22%
RWP
72
Revolve Wealth Partners
New Jersey
$1.05M +$87.2K +1,259 +9%
APW
73
Austin Private Wealth
Texas
$1.04M +$167K +2,416 +20%
JFG
74
JMG Financial Group
Illinois
$1.02M
Creative Planning
75
Creative Planning
Kansas
$1M +$14.8K +214 +2%

DMXF Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2024, worth a combined $600M — up 18% from $508M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 9 closed out — a net gain of 22 holders — while 111 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $29.3M. The largest seller was Jane Street, exiting entirely with an estimated $11.8M sold.

  • 207 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2024, up from 186 in Q2 2024.
  • Funds reported $600M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2024 and 9 closed out, a net change of +22 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $29.3M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.