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iShares ESG Advanced MSCI EAFE ETF

107 hedge funds and large institutions have $316M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $244M → $316M (+$71.3M)

5.42% more ownership

Funds ownership: 75.45%80.87% (+5.4%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less funds holding

Funds holding: 110107 (-3)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
16
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$211K +$45.1K +711 +26%
TI
77
tru Independence
Oregon
$208K +$217K +3,426 New
AG
78
Ascent Group
Virginia
$206K -$62K -979 -22%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$201K +$195K +3,077 +1,399%
CA
80
CoreCap Advisors
Michigan
$200K +$18.9K +298 +10%
Wells Fargo
81
Wells Fargo
California
$180K +$187K +2,947 New
CFD
82
Creative Financial Designs
Indiana
$179K +$18.4K +291 +11%
EWA
83
EverSource Wealth Advisors
Alabama
$175K +$7.61K +120 +4%
ACA
84
Aptus Capital Advisors
Alabama
$167K +$26.9K +425 +18%
IA
85
IFP Advisors
Florida
$158K +$192K +3,026 New
UBS Group
86
UBS Group
Switzerland
$130K +$51K +804 +60%
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$130K +$140K +2,213 New
PC
88
Pecaut & Co
Iowa
$117K +$12.8K +202 +12%
BAM
89
Belpointe Asset Management
Nevada
$109K +$113K +1,780 New
PCG
90
Private Capital Group
Connecticut
$67K +$5.32K +84 +8%
APA
91
American Portfolios Advisors
New York
$65.9K +$10.7K +169 +19%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$63K
SBL
93
Sargent Bickham Lagudis
Colorado
$56K
AF
94
Advisornet Financial
Minnesota
$44K +$34.5K +545 +299%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$42K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$34K -$159K -2,510 -82%
YAL
97
Your Advocates Ltd
Texas
$24K +$25.4K +400 New
CWA
98
Clearview Wealth Advisors
Oregon
$22K +$20K +316 +718%
HIA
99
Harbor Investment Advisory
Maryland
$13K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$11K +$9.32K +147 +565%

DMXF Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2022, worth a combined $316M — up 29% from $244M a quarter earlier.

Fund positioning in DMXF was balanced in Q1 2022: 16 funds opened new positions, 16 closed out, 62 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $61.7M. The largest seller was Flow Traders U.S., cutting an estimated $6.62M.

  • 107 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $316M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2022, up 29% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2022 and 16 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2022 was BlackRock, an estimated $61.7M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2022 was Flow Traders U.S., an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2022.