iShares ESG Advanced MSCI EAFE ETF
DMXF
187 hedge funds and large institutions have $484M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 20 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 47
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
10% more capital invested
Capital invested by funds: $441M → $484M (+$43.2M)
1% more funds holding
Funds holding: 186 → 187 (+1)
2.41% less ownership
Funds ownership: 78.17% → 75.77% (-2.4%)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.62M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.23M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.92M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.85M |
| 5 |
I
IMPACTfolio
Denver,
Colorado
|
+$2.29M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 3 |
S
Syntrinsic
Denver,
Colorado
|
-$1.78M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.72M |
| 5 |
SRB
Shotwell Rutter Baer
Lansing,
Michigan
|
-$1.07M |
DMXF Hedge Fund Activity: Q1 2024 in Review
187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2024, worth a combined $484M — up 9.8% from $441M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DMXF positions and 20 closed out — a net gain of 5 holders — while 91 added to existing stakes and 47 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.62M. The largest seller was Osaic Holdings, cutting an estimated $7.97M.
- 187 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2024, up from 186 in Q4 2023.
- Funds reported $484M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
- 25 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2024 and 20 closed out, a net change of +5 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $5.62M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2024 was Osaic Holdings, an estimated $7.97M sold.
Based on aggregated 13F filings for Q1 2024.