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iShares ESG Advanced MSCI EAFE ETF
DMXF

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

80% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 44

5% more funds holding

Funds holding: 154 → 162 (+8)

0.32% more ownership

Funds ownership: 75.36% → 75.67% (+0.32%)

0% less capital invested

Capital invested by funds: $349M → $347M (-$1.36M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$5.91M
2
LPL Financial
LPL Financial
California
+$3.9M
3
BlackRock
BlackRock
New York
+$2.72M
4
AF
Allworth Financial
California
+$2.55M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31M
2
Jane Street
Jane Street
New York
-$7.95M
3
I
IMPACTfolio
Colorado
-$2.32M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$661K
5
OL
Optas LLC
Texas
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$113K +$39.3K +657 +50%
HI
127
Harbour Investments
Wisconsin
$106K -$120 -2 -0.1%
CFD
128
Creative Financial Designs
Indiana
$92K -$15.7K -263 -14%
SWM
129
Sugarloaf Wealth Management
Georgia
$87.6K +$1.08K +18 +1%
Morgan Stanley
130
Morgan Stanley
New York
$81.3K -$38.8K -650 -31%
CAL
131
Capital Analysts LLC
Pennsylvania
$77K +$777 +13 +1%
Comerica Bank
132
Comerica Bank
Texas
$71.9K +$75.3K +1,260 New
PC
133
Pecaut & Co
Iowa
$44.6K – – –
CFGS
134
Concourse Financial Group Securities
Alabama
$44.4K +$16.2K +271 +54%
EWA
135
EverSource Wealth Advisors
Alabama
$42.6K +$1.43K +24 +3%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$39.9K -$661K -11,059 -94%
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$38.1K – – –
OLVIG
138
Oliver Lagore Vanvalin Investment Group
Michigan
$34.1K – – –
AF
139
Advisornet Financial
Minnesota
$32.5K +$2.21K +37 +7%
WP
140
WealthShield Partners
North Carolina
$30K – – –
FCA
141
FinTrust Capital Advisors
South Carolina
$28.8K -$22.5K -377 -43%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$27.5K -$239 -4 -0.8%
TIM
143
Tortoise Investment Management
New York
$26.8K – – –
GWSG
144
GPS Wealth Strategies Group
Colorado
$25.7K – – –
BCM
145
Bourgeon Capital Management
Connecticut
$24.3K +$5.08K +85 +25%
OP
146
ORG Partners
Indiana
$19.9K -$3.59K -60 -15%
FSWA
147
Financial Synergies Wealth Advisors
Texas
$14.4K +$1.25K +21 +9%
Bessemer Group
148
Bessemer Group
New Jersey
$8K +$8.37K +140 New
APC
149
Aspire Private Capital
North Carolina
$7.93K -$120 -2 -1%
KFS
150
Kelly Financial Services
Massachusetts
$7.83K +$120 +2 +1%
3 4 5
6
7

DMXF Hedge Fund Activity: Q3 2023 in Review

162 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2023, worth a combined $347M — down 0.39% from $349M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DMXF positions and 8 closed out — a net gain of 8 holders — while 79 added to existing stakes and 44 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.91M. The largest seller was Envestnet Asset Management, cutting an estimated $31M.

  • 162 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $347M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2023, down 0.39% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2023 and 8 closed out, a net change of +8 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2023 was Flow Traders U.S., an estimated $5.91M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.