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iShares ESG Advanced MSCI EAFE ETF
DMXF

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: 186 → 207 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.7M
3
OMC
Old Mission Capital
Illinois
+$6.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.33M
5
PAS
Park Avenue Securities
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.8M
2
S
Syntrinsic
Colorado
-$8.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
BlackRock
BlackRock
New York
-$2.44M
5
FTUS
Flow Traders U.S.
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
126
Morgan Stanley
New York
$348K +$208K +3,003 +164%
WWG
127
West Wealth Group
California
$342K +$57K +823 +21%
CC
128
Copperleaf Capital
North Carolina
$339K – – –
CW
129
CreativeOne Wealth
Kansas
$330K +$92.1K +1,331 +41%
JBA
130
Johnson Bixby & Associates
Washington
$323K -$47.6K -688 -13%
MCC
131
Maiden Cove Capital
Maine
$311K +$61K +881 +26%
SA
132
Stewardship Advisors
Pennsylvania
$305K +$293K +4,236 New
BRWA
133
B. Riley Wealth Advisors
Florida
$298K -$35.2K -509 -11%
CWM
134
Concentric Wealth Management
California
$291K – – –
PWA
135
Physician Wealth Advisors
Utah
$288K +$72.8K +1,052 +34%
LIA
136
LifePlan Investment Advisors
North Carolina
$271K +$37.8K +546 +17%
CA
137
CoreCap Advisors
Michigan
$269K +$18.5K +267 +8%
VWM
138
Venturi Wealth Management
Texas
$269K +$3.67K +53 +1%
GWP
139
Gen-Wealth Partners
Michigan
$266K +$69.4K +1,003 +35%
SPAS
140
Spectrum Planning & Advisory Services
California
$265K +$254K +3,675 New
WA
141
WBH Advisory
Maryland
$259K +$249K +3,591 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$249K +$240K +3,463 New
PHWM
143
Pine Harbor Wealth Management
Maryland
$249K – – –
MW
144
Marcum Wealth
Ohio
$247K +$2.7K +39 +1%
MLA
145
My Legacy Advisors
Oregon
$246K +$236K +3,416 New
HPM
146
Hoxton Planning & Management
West Virginia
$245K +$236K +3,402 New
EL
147
EQ LLC
Washington
$244K +$235K +3,389 New
Stifel Financial
148
Stifel Financial
Missouri
$236K +$277 +4 +0.1%
Mariner
149
Mariner
Kansas
$230K +$221K +3,190 New
AM
150
AGF Management
Ontario, Canada
$223K – – –
4 5
6
7 8

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.