iShares ESG Advanced MSCI EAFE ETF
DMXF
79 hedge funds and large institutions have $142M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 5 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 4
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
61% more funds holding
Funds holding: 49 → 79 (+30)
32% more capital invested
Capital invested by funds: $108M → $142M (+$34.2M)
31.41% less ownership
Funds ownership: 109.97% → 78.56% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.89M |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$2.83M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.07M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$7.24M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.68M |
| 3 |
Jane Street
New York
|
-$3.88M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$220K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$13.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
76
Liberty Wealth Management
Oakland,
California
| $5K | +$5.02K | +74 | New |
|
|
NFSG
77
Newbridge Financial Services Group
Boca Raton,
Florida
| $4K | – | – | – |
|
|
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $2.64K | – | – | – |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | +$1.76K | +26 | New |
|
|
80
Jane Street
New York
| – | -$3.88M | -59,846 | Closed |
|
|
NL
81
NWAM LLC
Mercer Island,
Washington
| – | -$220K | -3,390 | Closed |
|
|
SFS
82
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$13K | -188 | Closed |
|
|
IA
83
IFP Advisors
Tampa,
Florida
| – | -$7.26K | -107 | Closed |
|
84
Wells Fargo
San Francisco,
California
| – | -$1K | -21 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | +$68 | +1 | New |
|
DMXF Hedge Fund Activity: Q2 2021 in Review
79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2021, worth a combined $142M — up 32% from $108M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DMXF positions and 5 closed out — a net gain of 30 holders — while 32 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.
- 79 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2021, up from 49 in Q1 2021.
- Funds reported $142M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2021, up 32% quarter-over-quarter.
- 35 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2021 and 5 closed out, a net change of +30 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $21.1M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2021 was Flow Traders U.S., an estimated $7.24M sold.
Based on aggregated 13F filings for Q2 2021.