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iShares ESG Advanced MSCI EAFE ETF
DMXF

110 hedge funds and large institutions have $244M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 7

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

33% more funds holding

Funds holding: 83 → 110 (+27)

31% more capital invested

Capital invested by funds: $187M → $244M (+$57.5M)

1.25% more ownership

Funds ownership: 74.2% → 75.45% (+1.3%)

Holders
110
Holders Change
+27
Holders Change %
+32.53%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
57
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.6M
2
FTUS
Flow Traders U.S.
New York
+$8.36M
3
SHJ
Sharkey, Howes & Javer
Colorado
+$2.32M
4
AF
Allworth Financial
California
+$1.62M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.5M
2
OMC
Old Mission Capital
Illinois
-$1.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$856K
4
RA
Resolute Advisors
California
-$508K
5
LPL Financial
LPL Financial
California
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
76
Edge Capital Group
Georgia
$205K +$205K +2,977 New
CA
77
CoreCap Advisors
Michigan
$205K +$206K +2,987 New
FANJ
78
Financial Architects (New Jersey)
New Jersey
$202K +$203K +2,941 New
SPIA
79
Steward Partners Investment Advisory
New York
$196K -$758 -11 -0.4%
EWA
80
EverSource Wealth Advisors
Alabama
$190K +$190K +2,761 New
VWM
81
Venturi Wealth Management
Texas
$189K +$189K +2,751 New
CFD
82
Creative Financial Designs
Indiana
$182K -$24.7K -358 -12%
ACA
83
Aptus Capital Advisors
Alabama
$159K – – –
NFG
84
Next Financial Group
Texas
$154K +$94.1K +1,366 +156%
PC
85
Pecaut & Co
Iowa
$118K +$118K +1,720 New
UBS Group
86
UBS Group
Switzerland
$92K +$689 +10 +0.8%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$71K – – –
PCG
88
Private Capital Group
Connecticut
$70K – – –
CFA
89
Carroll Financial Associates
North Carolina
$67K – – –
SBL
90
Sargent Bickham Lagudis
Colorado
$63K +$620 +9 +1%
APA
91
American Portfolios Advisors
New York
$62.6K +$49.8K +723 +385%
BlackRock
92
BlackRock
New York
$52K +$27.2K +395 +112%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$47K +$46.8K +679 New
HI
94
Harbour Investments
Wisconsin
$44K +$2K +29 +5%
CSWM
95
Cassady Schiller Wealth Management
Ohio
$30K +$29.8K +433 New
HIA
96
Harbor Investment Advisory
Maryland
$15K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15.2K +220 New
AF
98
Advisornet Financial
Minnesota
$13K -$11.4K -166 -48%
LFG
99
Leverty Financial Group
Wisconsin
$11K +$11.8K +171 New
ACM
100
Absolute Capital Management
Pennsylvania
$10.2K +$10.2K +148 New
1 2 3
4
5

DMXF Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2021, worth a combined $244M — up 31% from $187M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 4 closed out — a net gain of 27 holders — while 57 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.5M sold.

  • 110 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $244M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2021 and 4 closed out, a net change of +27 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $19.6M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2021 was Jane Street, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2021.