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iShares ESG Advanced MSCI EAFE ETF
DMXF

154 hedge funds and large institutions have $349M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $325M → $349M (+$23.8M)

5% more funds holding

Funds holding: 147 → 154 (+7)

0.48% more ownership

Funds ownership: 74.88% → 75.36% (+0.48%)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
66
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.48M
2
BlackRock
BlackRock
New York
+$3.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.29M
4
AM
Atwater Malick
Pennsylvania
+$1.1M
5
SWM
SigFig Wealth Management
California
+$920K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.72M
2
MOS
MGO One Seven
Ohio
-$940K
3
BPA
Beacon Pointe Advisors
California
-$561K
4
HPM
Hoxton Planning & Management
West Virginia
-$380K
5
PP
Prudential plc
United Kingdom
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$80.8K +$79.7K +1,316 +11,964%
YAL
127
Your Advocates Ltd
Texas
$62.3K – – –
FCA
128
FinTrust Capital Advisors
South Carolina
$47.8K – – –
PC
129
Pecaut & Co
Iowa
$47.6K -$73.5K -1,213 -61%
EWA
130
EverSource Wealth Advisors
Alabama
$44K – – –
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$41.3K – – –
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$36.4K -$727 -12 -2%
AF
133
Advisornet Financial
Minnesota
$32.5K – – –
WP
134
WealthShield Partners
North Carolina
$32K – – –
CFGS
135
Concourse Financial Group Securities
Alabama
$30.8K +$11.3K +186 +58%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$29.6K -$4.66K -77 -14%
TIM
137
Tortoise Investment Management
New York
$28.6K – – –
AFG
138
Albion Financial Group
Utah
$28.1K +$28K +462 New
GWSG
139
GPS Wealth Strategies Group
Colorado
$27.4K – – –
OP
140
ORG Partners
Indiana
$24.8K +$24.7K +408 New
BCM
141
Bourgeon Capital Management
Connecticut
$20.7K +$20.6K +340 New
FSWA
142
Financial Synergies Wealth Advisors
Texas
$14.1K +$727 +12 +5%
CFO
143
CVA Family Office
Colorado
$12K – – –
APC
144
Aspire Private Capital
North Carolina
$8.59K – – –
KFS
145
Kelly Financial Services
Massachusetts
$8.23K +$121 +2 +2%
GFPC
146
Global Financial Private Client
Florida
$7.9K -$303 -5 -4%
CPG
147
Cornerstone Planning Group
New Jersey
$4.81K +$4.79K +79 New
MBFW
148
Morton Brown Family Wealth
Pennsylvania
$4.63K – – –
CSWM
149
Cassady Schiller Wealth Management
Ohio
$4.52K – – –
CWA
150
Clearview Wealth Advisors
Oregon
$2.5K -$8.72K -144 -78%
3 4 5
6
7

DMXF Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2023, worth a combined $349M — up 7.3% from $325M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DMXF positions and 8 closed out — a net gain of 7 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, adding an estimated $7.48M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $5.72M sold.

  • 154 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $349M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2023 was Jane Street, an estimated $7.48M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2023 was Flow Traders U.S., an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2023.