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iShares ESG Advanced MSCI EAFE ETF

114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 116114 (-2)

3.98% less ownership

Funds ownership: 80.42%76.44% (-4%)

9% less capital invested

Capital invested by funds: $273M → $248M (-$24.8M)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
62
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$253K -$8.38K -161 -3%
MYIA
77
Mount Yale Investment Advisors
Colorado
$242K +$271K +5,203 New
AAS
78
Avantax Advisory Services
Texas
$227K +$28.5K +548 +13%
WIA
79
World Investment Advisors
California
$212K +$46.5K +893 +24%
MPW
80
MA Private Wealth
California
$211K +$230K +4,419 New
BRWA
81
B. Riley Wealth Advisors
Florida
$209K -$38.4K -737 -14%
AP
82
Adero Partners
California
$202K
ACA
83
Aptus Capital Advisors
Alabama
$142K -$364 -7 -0.2%
EWA
84
EverSource Wealth Advisors
Alabama
$132K +$2.39K +46 +2%
AF
85
Advisornet Financial
Minnesota
$129K +$116K +2,238 +425%
CFD
86
Creative Financial Designs
Indiana
$122K -$1.87K -36 -1%
APA
87
American Portfolios Advisors
New York
$120K
SWM
88
Sugarloaf Wealth Management
Georgia
$78K +$86.6K +1,664 New
PC
89
Pecaut & Co
Iowa
$77K -$17.4K -335 -17%
OLVIG
90
Oliver Lagore Vanvalin Investment Group
Michigan
$76K -$6.35K -122 -7%
CAL
91
Capital Analysts LLC
Pennsylvania
$62K +$35K +672 +103%
SBL
92
Sargent Bickham Lagudis
Colorado
$43K
FCA
93
FinTrust Capital Advisors
South Carolina
$42K +$45.9K +881 New
YAL
94
Your Advocates Ltd
Texas
$33K
SWA
95
SOA Wealth Advisors
New York
$32K +$10.6K +203 +42%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$31K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$27K +$6.35K +122 +27%
TIM
98
Tortoise Investment Management
New York
$22K +$14.3K +275 +141%
CWA
99
Clearview Wealth Advisors
Oregon
$21K +$4.42K +85 +24%
ACM
100
Absolute Capital Management
Pennsylvania
$19.4K +$21.7K +416 New

DMXF Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2022, worth a combined $248M — down 9.1% from $273M a quarter earlier.

Fund positioning in DMXF was balanced in Q3 2022: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 23 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.83M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $7.93M sold.

  • 114 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2022, down from 116 in Q2 2022.
  • Funds reported $248M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2022 and 15 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2022 was RWA Wealth Partners, an estimated $5.83M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2022 was Flow Traders U.S., an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2022.