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iShares ESG Advanced MSCI EAFE ETF
DMXF

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

80% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 44

5% more funds holding

Funds holding: 154 → 162 (+8)

0.32% more ownership

Funds ownership: 75.36% → 75.67% (+0.32%)

0% less capital invested

Capital invested by funds: $349M → $347M (-$1.36M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$5.91M
2
LPL Financial
LPL Financial
California
+$3.9M
3
BlackRock
BlackRock
New York
+$2.72M
4
AF
Allworth Financial
California
+$2.55M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31M
2
Jane Street
Jane Street
New York
-$7.95M
3
I
IMPACTfolio
Colorado
-$2.32M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$661K
5
OL
Optas LLC
Texas
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$450K +$4.54K +76 +1%
CA
77
Cetera Advisors
Colorado
$448K +$16.4K +275 +4%
MC
78
Moors & Cabot
Massachusetts
$421K +$84.4K +1,412 +24%
AWM
79
AE Wealth Management
Kansas
$415K -$30.2K -505 -7%
SCA
80
Snowden Capital Advisors
New York
$414K +$85.8K +1,436 +25%
RIA
81
Regal Investment Advisors
Michigan
$409K +$17.7K +297 +4%
Wells Fargo
82
Wells Fargo
California
$407K -$65.3K -1,092 -13%
WIA
83
World Investment Advisors
California
$401K +$7.47K +125 +2%
Brown Advisory
84
Brown Advisory
Maryland
$400K +$418K +7,000 New
RBA
85
Richard Bernstein Advisors
New York
$399K -$3.17K -53 -0.8%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$388K +$97.2K +1,627 +31%
MYIA
87
Mount Yale Investment Advisors
Colorado
$383K +$29K +486 +8%
Betterment LLC
88
Betterment LLC
New York
$381K +$6.04K +101 +2%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$381K -$91.6K -1,532 -19%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$372K – – –
AIA
91
Ally Invest Advisors
North Carolina
$367K +$9.14K +153 +2%
BRWA
92
B. Riley Wealth Advisors
Florida
$366K +$172K +2,874 +81%
AM
93
AGF Management
Ontario, Canada
$365K +$143K +2,400 +60%
PFA
94
Pathway Financial Advisors
Vermont
$364K +$20.7K +346 +6%
CCM
95
Coldstream Capital Management
Washington
$359K – – –
WI
96
WrapManager Inc
California
$353K +$6.87K +115 +2%
FHA
97
First Horizon Advisors
Tennessee
$347K +$8.49K +142 +2%
JBA
98
Johnson Bixby & Associates
Washington
$339K +$5.5K +92 +2%
TC
99
TownSquare Capital
Utah
$333K +$349K +5,838 New
GIA
100
Goodwin Investment Advisory
Georgia
$330K -$72K -1,205 -17%
2 3
4
5 6

DMXF Hedge Fund Activity: Q3 2023 in Review

162 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2023, worth a combined $347M — down 0.39% from $349M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DMXF positions and 8 closed out — a net gain of 8 holders — while 79 added to existing stakes and 44 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.91M. The largest seller was Envestnet Asset Management, cutting an estimated $31M.

  • 162 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $347M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2023, down 0.39% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2023 and 8 closed out, a net change of +8 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2023 was Flow Traders U.S., an estimated $5.91M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.