iShares ESG Advanced MSCI EAFE ETF
DMXF
114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.
170% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 23
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
2% less funds holding
Funds holding: 116 → 114 (-2)
3.98% less ownership
Funds ownership: 80.42% → 76.44% (-4%)
9% less capital invested
Capital invested by funds: $273M → $248M (-$24.8M)
Top Buyers
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$7.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.96M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.94M |
| 4 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$2.46M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$779K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$54K | -1,030 | Closed |
|
|
GI
127
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -17 | Closed |
|
|
MHR
128
Matthew Hamilton Rosenberg
| – | -$1K | -12 | Closed |
|
DMXF Hedge Fund Activity: Q3 2022 in Review
114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2022, worth a combined $248M — down 9.1% from $273M a quarter earlier.
Fund positioning in DMXF was balanced in Q3 2022: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 23 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.83M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $7.93M sold.
- 114 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2022, down from 116 in Q2 2022.
- Funds reported $248M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
- 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2022 and 15 closed out, a net change of 0 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2022 was RWA Wealth Partners, an estimated $5.83M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2022 was Flow Traders U.S., an estimated $7.93M sold.
Based on aggregated 13F filings for Q3 2022.