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iShares ESG Advanced MSCI EAFE ETF
DMXF

154 hedge funds and large institutions have $349M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $325M → $349M (+$23.8M)

5% more funds holding

Funds holding: 147 → 154 (+7)

0.48% more ownership

Funds ownership: 74.88% → 75.36% (+0.48%)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
66
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.48M
2
BlackRock
BlackRock
New York
+$3.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.29M
4
AM
Atwater Malick
Pennsylvania
+$1.1M
5
SWM
SigFig Wealth Management
California
+$920K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.72M
2
MOS
MGO One Seven
Ohio
-$940K
3
BPA
Beacon Pointe Advisors
California
-$561K
4
HPM
Hoxton Planning & Management
West Virginia
-$380K
5
PP
Prudential plc
United Kingdom
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
76
Richard Bernstein Advisors
New York
$429K -$11.7K -193 -3%
GIA
77
Goodwin Investment Advisory
Georgia
$426K -$56.6K -935 -12%
OMC
78
Old Mission Capital
Illinois
$424K +$421K +6,953 New
WIA
79
World Investment Advisors
California
$420K -$23.1K -382 -5%
RIA
80
Regal Investment Advisors
Michigan
$418K +$7.39K +122 +2%
Betterment LLC
81
Betterment LLC
New York
$400K -$787 -13 -0.2%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$397K – – –
SWP
83
Stratos Wealth Partners
Ohio
$396K +$31.6K +522 +9%
BCI
84
Brinker Capital Investments
Pennsylvania
$396K +$46.3K +765 +13%
OPS
85
Orion Portfolio Solutions
Nebraska
$396K +$46.3K +765 +13%
CCM
86
Coldstream Capital Management
Washington
$383K – – –
AIA
87
Ally Invest Advisors
North Carolina
$382K +$52.2K +861 +16%
MYIA
88
Mount Yale Investment Advisors
Colorado
$379K +$41.6K +686 +12%
KAS
89
Kestra Advisory Services
Texas
$372K +$21.9K +361 +6%
3LCM
90
3D/L Capital Management
Connecticut
$370K +$13.3K +220 +4%
WI
91
WrapManager Inc
California
$370K -$12.2K -202 -3%
PFA
92
Pathway Financial Advisors
Vermont
$368K +$8.96K +148 +3%
MC
93
Moors & Cabot
Massachusetts
$363K +$61.2K +1,011 +20%
FHA
94
First Horizon Advisors
Tennessee
$362K +$2.3K +38 +0.6%
JBA
95
Johnson Bixby & Associates
Washington
$356K +$4.54K +75 +1%
SCA
96
Snowden Capital Advisors
New York
$354K -$47.7K -787 -12%
SB
97
Strategic Blueprint
Georgia
$342K -$666 -11 -0.2%
AA
98
Aire Advisors
California
$325K +$2.48K +41 +0.8%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$1.21K +20 +0.4%
ACA
100
Aptus Capital Advisors
Alabama
$324K -$20.2K -333 -6%
2 3
4
5 6

DMXF Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2023, worth a combined $349M — up 7.3% from $325M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DMXF positions and 8 closed out — a net gain of 7 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, adding an estimated $7.48M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $5.72M sold.

  • 154 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $349M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2023 was Jane Street, an estimated $7.48M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2023 was Flow Traders U.S., an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2023.