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.
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%)
Top Buyers
| 1 |
Jane Street
New York
|
+$7.48M |
| 2 |
BlackRock
New York
|
+$3.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.29M |
| 4 |
AM
Atwater Malick
Lancaster,
Pennsylvania
|
+$1.1M |
| 5 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$920K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
151
Barrett & Company
Providence,
Rhode Island
| $2.25K | – | – | – |
|
|
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $2.13K | – | – | – |
|
|
MHR
153
Matthew Hamilton Rosenberg
| $244 | -$485 | -8 | -67% |
|
|
FGAM
154
Financial Gravity Asset Management
Lakeway,
Texas
| $33 | – | – | – |
|
|
FTUS
155
Flow Traders U.S.
New York
| – | -$5.72M | -96,024 | Closed |
|
|
MOS
156
MGO One Seven
Beachwood,
Ohio
| – | -$940K | -15,774 | Closed |
|
|
BPA
157
Beacon Pointe Advisors
Newport Beach,
California
| – | -$561K | -9,417 | Closed |
|
|
HPM
158
Hoxton Planning & Management
Shepherdstown,
West Virginia
| – | -$380K | -6,382 | Closed |
|
159
Creative Planning
Overland Park,
Kansas
| – | -$229K | -3,846 | Closed |
|
|
ASN
160
Advisory Services Network
Atlanta,
Georgia
| – | -$115K | -1,937 | Closed |
|
|
BAM
161
Belpointe Asset Management
Reno,
Nevada
| – | -$79.9K | -1,341 | Closed |
|
|
FCA
162
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$21.5K | -361 | Closed |
|
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.