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iShares ESG Advanced MSCI EAFE ETF
DMXF

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

226% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 34

18% more capital invested

Capital invested by funds: $508M → $600M (+$92.3M)

11% more funds holding

Funds holding: 186 → 207 (+21)

1.15% more ownership

Funds ownership: 76.09% → 77.24% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.7M
3
OMC
Old Mission Capital
Illinois
+$6.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.33M
5
PAS
Park Avenue Securities
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.8M
2
S
Syntrinsic
Colorado
-$8.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
BlackRock
BlackRock
New York
-$2.44M
5
FTUS
Flow Traders U.S.
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$951K – – –
WA
77
Wealth Alliance
New York
$946K +$108K +1,558 +13%
VWA
78
VERITY Wealth Advisors
United States
$925K – – –
PWM
79
Perigon Wealth Management
California
$890K +$245K +3,535 +40%
SA
80
Skyline Advisors
Washington
$884K +$14.9K +215 +2%
EFG
81
Elios Financial Group
Ohio
$882K +$848K +12,246 New
AAS
82
Avantax Advisory Services
Texas
$791K +$64.5K +932 +9%
LRIA
83
Leonard Rickey Investment Advisors
Washington
$769K -$7.48K -108 -1%
RIA
84
Regal Investment Advisors
Michigan
$764K +$196K +2,829 +36%
SCA
85
Snowden Capital Advisors
New York
$717K +$126K +1,825 +22%
DAS
86
Diversify Advisory Services
Utah
$710K -$60.2K -870 -8%
EWM
87
Empirical Wealth Management
Washington
$710K -$20.8K -300 -3%
Betterment LLC
88
Betterment LLC
New York
$702K -$59.5K -860 -8%
KAS
89
Kestra Advisory Services
Texas
$683K -$59.9K -866 -8%
MC
90
Moors & Cabot
Massachusetts
$674K -$415 -6 -0.1%
WIA
91
World Investment Advisors
California
$673K +$106K +1,538 +20%
HPFG
92
Hart & Patterson Financial Group
Massachusetts
$646K -$2.01K -29 -0.3%
AIA
93
Ally Invest Advisors
North Carolina
$634K +$107K +1,552 +21%
DT
94
Diversified Trust
Tennessee
$631K – – –
TC
95
TownSquare Capital
Utah
$615K +$149K +2,153 +34%
SWP
96
Stratos Wealth Partners
Ohio
$596K -$3.67K -53 -0.6%
MPW
97
MA Private Wealth
California
$594K +$15.4K +223 +3%
KFSC
98
Keystone Financial Services (Colorado)
Colorado
$589K +$133K +1,916 +31%
MFG
99
Magnus Financial Group
New York
$577K +$105K +1,516 +23%
Franklin Resources
100
Franklin Resources
California
$545K – – –
2 3
4
5 6

DMXF Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2024, worth a combined $600M — up 18% from $508M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 9 closed out — a net gain of 22 holders — while 111 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $29.3M. The largest seller was Jane Street, exiting entirely with an estimated $11.8M sold.

  • 207 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2024, up from 186 in Q2 2024.
  • Funds reported $600M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2024 and 9 closed out, a net change of +22 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $29.3M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.