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iShares ESG Advanced MSCI EAFE ETF
DMXF

110 hedge funds and large institutions have $244M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 7

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

33% more funds holding

Funds holding: 83 → 110 (+27)

31% more capital invested

Capital invested by funds: $187M → $244M (+$57.5M)

1.25% more ownership

Funds ownership: 74.2% → 75.45% (+1.3%)

Holders
110
Holders Change
+27
Holders Change %
+32.53%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
57
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.6M
2
FTUS
Flow Traders U.S.
New York
+$8.36M
3
SHJ
Sharkey, Howes & Javer
Colorado
+$2.32M
4
AF
Allworth Financial
California
+$1.62M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.5M
2
OMC
Old Mission Capital
Illinois
-$1.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$856K
4
RA
Resolute Advisors
California
-$508K
5
LPL Financial
LPL Financial
California
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
MP
101
McDonald Partners
Ohio
$10.2K +$10.2K +148 New
GFPC
102
Global Financial Private Client
Florida
$8.12K – – –
GI
103
Gradient Investments
Minnesota
$8K +$3.31K +48 +69%
KFS
104
Kelly Financial Services
Massachusetts
$6.45K +$69 +1 +1%
Morgan Stanley
105
Morgan Stanley
New York
$6K +$6.27K +91 New
NFSG
106
Newbridge Financial Services Group
Florida
$4K – – –
CWA
107
Clearview Wealth Advisors
Oregon
$3K +$1.58K +23 +110%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$2K – – –
MHR
110
Matthew Hamilton Rosenberg
$1K +$275 +4 +50%
Jane Street
111
Jane Street
New York
– -$3.5M -51,711 Closed
RA
112
Resolute Advisors
California
– -$508K -7,500 Closed
CRWM
113
Castle Rock Wealth Management
California
– -$245K -3,447 Closed
LWM
114
Liberty Wealth Management
California
– -$5K -77 Closed
Fidelity Investments
115
Fidelity Investments
Massachusetts
– +$69 +1 New
1 2 3 4
5

DMXF Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2021, worth a combined $244M — up 31% from $187M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DMXF positions and 4 closed out — a net gain of 27 holders — while 57 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.5M sold.

  • 110 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $244M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 31 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2021 and 4 closed out, a net change of +27 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $19.6M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2021 was Jane Street, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2021.