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iShares ESG Advanced MSCI EAFE ETF

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: 186207 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$545K +$128K +1,854 +32%
FIM
102
Freedom Investment Management
Connecticut
$541K +$48.5K +700 +10%
FHA
103
First Horizon Advisors
Tennessee
$540K +$104K +1,496 +25%
WF
104
Warner Financial
Maryland
$532K +$142K +2,057 +39%
OL
105
Optas LLC
Texas
$507K +$15.6K +225 +3%
EWA
106
EverSource Wealth Advisors
Alabama
$497K +$76.8K +1,110 +19%
SB
107
Strategic Blueprint
Georgia
$476K +$62.6K +904 +16%
CFGS
108
Concourse Financial Group Securities
Alabama
$459K +$117K +1,691 +36%
RA
109
RFG Advisory
Alabama
$455K +$437K +6,316 New
AI
110
Atria Investments
North Carolina
$455K +$90.5K +1,307 +26%
MW
111
Maia Wealth
Colorado
$453K +$85.9K +1,241 +23%
ACA
112
Aptus Capital Advisors
Alabama
$446K -$58.6K -846 -12%
MSFS
113
Main Street Financial Solutions
Pennsylvania
$442K +$2.98K +43 +0.7%
MYIA
114
Mount Yale Investment Advisors
Colorado
$410K +$46.7K +675 +13%
WI
115
WrapManager Inc
California
$402K +$554 +8 +0.1%
WFS
116
WealthGarden F.S.
California
$397K +$59.9K +865 +19%
MPW
117
Monterey Private Wealth
California
$384K +$10.2K +148 +3%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$381K -$16.2K -234 -4%
SWA
119
Stratos Wealth Advisors
Ohio
$380K -$62.3K -900 -15%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$379K +$10.3K +149 +3%
PFA
121
Pathway Financial Advisors
Vermont
$377K +$5.19K +75 +1%
PAG
122
Private Advisor Group
New Jersey
$377K +$362K +5,228 New
FA
123
Financial Advisors
Massachusetts
$363K +$349K +5,040 New
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$353K -$195K -2,813 -36%
BFG
125
Buttonwood Financial Group
Missouri
$353K +$81.3K +1,174 +32%

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.