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iShares ESG Advanced MSCI EAFE ETF
DMXF

83 hedge funds and large institutions have $187M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 6

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

32% more capital invested

Capital invested by funds: $142M → $187M (+$45M)

5% more funds holding

Funds holding: 79 → 83 (+4)

4.36% less ownership

Funds ownership: 78.56% → 74.2% (-4.4%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.6M
2
Jane Street
Jane Street
New York
+$3.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.31M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.65M
5
LPL Financial
LPL Financial
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$2.9M
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.56M
3
OMC
Old Mission Capital
Illinois
-$997K
4
HF
HRT Financial
New York
-$388K
5
TI
tru Independence
Oregon
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
76
Global Financial Private Client
Florida
$8.01K +$626 +9 +8%
KFS
77
Kelly Financial Services
Massachusetts
$6.29K -$2.9M -41,757 -100%
LWM
78
Liberty Wealth Management
California
$5K +$209 +3 +4%
GI
79
Gradient Investments
Minnesota
$5K +$4.87K +70 New
NFSG
80
Newbridge Financial Services Group
Florida
$4K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.64K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$2K – – –
MHR
83
Matthew Hamilton Rosenberg
$1K +$556 +8 New
CWA
84
Clearview Wealth Advisors
Oregon
$1K +$1.46K +21 New
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
– -$1.56M -23,033 Closed
HF
86
HRT Financial
New York
– -$388K -5,733 Closed
TI
87
tru Independence
Oregon
– -$183K -2,715 Closed
ASN
88
Advisory Services Network
Georgia
– -$124K -1,837 Closed
WP
89
WealthShield Partners
North Carolina
– -$36K -537 Closed
SWM
90
Spire Wealth Management
Virginia
– -$10K -142 Closed
1 2 3
4

DMXF Hedge Fund Activity: Q3 2021 in Review

83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2021, worth a combined $187M — up 32% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DMXF positions and 7 closed out — a net gain of 5 holders — while 53 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $27.6M. The largest seller was Kelly Financial Services, cutting an estimated $2.9M.

  • 83 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $187M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2021, up 32% quarter-over-quarter.
  • 12 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2021 and 7 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $27.6M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2021 was Kelly Financial Services, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2021.