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iShares ESG Advanced MSCI EAFE ETF

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $484M → $508M (+$23.9M)

0.32% more ownership

Funds ownership: 75.77%76.09% (+0.32%)

1% less funds holding

Funds holding: 187186 (-1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Magnus Financial Group
New York
$438K +$147K +2,183 +51%
TC
102
TownSquare Capital
Utah
$430K +$15.5K +229 +4%
KFSC
103
Keystone Financial Services (Colorado)
Colorado
$422K +$27.9K +413 +7%
SWA
104
Stratos Wealth Advisors
Ohio
$416K +$76.7K +1,136 +23%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$411K -$27.2K -403 -6%
FHA
106
First Horizon Advisors
Tennessee
$404K +$2.5K +37 +0.6%
EWA
107
EverSource Wealth Advisors
Alabama
$400K +$337K +4,991 +626%
SB
108
Strategic Blueprint
Georgia
$385K -$1.96K -29 -0.5%
FFA
109
Farther Finance Advisors
California
$384K +$52.3K +775 +16%
WI
110
WrapManager Inc
California
$375K +$203 +3 +0.1%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$373K +$28.2K +417 +8%
MW
112
Maia Wealth
Colorado
$373K +$361K +5,353 New
OWMIAS
113
One Wealth Management Investment & Advisory Services
Florida
$363K -$14.8K -219 -4%
WF
114
Warner Financial
Maryland
$359K +$360K +5,326 New
MPW
115
Monterey Private Wealth
California
$349K +$5.13K +76 +1%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$349K +$2.5K +37 +0.7%
JBA
117
Johnson Bixby & Associates
Washington
$348K -$23K -341 -6%
PFA
118
Pathway Financial Advisors
Vermont
$348K -$5K -74 -1%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$8.37K +124 +2%
MYIA
120
Mount Yale Investment Advisors
Colorado
$338K -$147K -2,178 -30%
AI
121
Atria Investments
North Carolina
$337K +$338K +5,003 New
CC
122
Copperleaf Capital
North Carolina
$317K +$36.9K +546 +13%
BRWA
123
B. Riley Wealth Advisors
Florida
$316K -$117K -1,733 -27%
CFGS
124
Concourse Financial Group Securities
Alabama
$316K +$36.8K +545 +13%
WFS
125
WealthGarden F.S.
California
$314K +$314K +4,651 New

DMXF Hedge Fund Activity: Q2 2024 in Review

186 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2024, worth a combined $508M — up 4.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMXF positions and 18 closed out — a net gain of 2 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $7.92M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.03M sold.

  • 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $508M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $7.92M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2024.