DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Overview Fund Activity

187 hedge funds and large institutions have $484M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
91
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
2
SEI Investments
SEI Investments
Pennsylvania
$4.39M
3
OMC
Old Mission Capital
Illinois
$3.03M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.43M
5
I
IMPACTfolio
Colorado
$2.38M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.31M
2
Bank of America
Bank of America
North Carolina
$1.36M
3
S
Syntrinsic
Colorado
$41M
4
FTUS
Flow Traders U.S.
New York
$0
5
SRB
Shotwell Rutter Baer
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$125K +$29.8K +437 +31%
SWM
152
Sugarloaf Wealth Management
Georgia
$111K +$6.88K +101 +7%
CFD
153
Creative Financial Designs
Indiana
$106K – – –
RP
154
Raelipskie Partnership
Ontario, Canada
$92.6K – – –
PS
155
Principal Securities
Iowa
$92K – – –
Comerica Bank
156
Comerica Bank
Texas
$90.2K -$749 -11 -0.8%
JWA
157
JFS Wealth Advisors
Pennsylvania
$86.3K +$1.7K +25 +2%
MJRIC
158
Mogy Joel R Investment Counsel
California
$80.1K +$80.1K +1,175 New
TCOV
159
Trust Company of Vermont
Vermont
$80.1K +$80.1K +1,175 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$59.3K -$467K -6,825 -89%
CA
161
Continuum Advisory
Idaho
$55.2K +$55.2K +813 New
EWA
162
EverSource Wealth Advisors
Alabama
$52.2K +$1.83K +28 +4%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$46.3K – – –
OLVIG
164
Oliver Lagore Vanvalin Investment Group
Michigan
$45.1K +$2.79K +41 +7%
AF
165
Advisornet Financial
Minnesota
$43.2K +$2.93K +43 +7%
WP
166
WealthShield Partners
North Carolina
$37.3K +$3.27K +48 +10%
FCA
167
FinTrust Capital Advisors
South Carolina
$36.5K +$3.13K +46 +9%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$33K +$681 +10 +2%
TIM
169
Tortoise Investment Management
New York
$32K – – –
GWSG
170
GPS Wealth Strategies Group
Colorado
$30.7K – – –
B
171
Birchbrook
Maine
$29.4K -$1.23K -18 -4%
HDIM
172
Hanson & Doremus Investment Management
Vermont
$28K +$28K +417 New
FSWA
173
Financial Synergies Wealth Advisors
Texas
$18.7K +$4.64K +68 +33%
RCM
174
Richardson Capital Management
Wisconsin
$15K – – –
CFO
175
CVA Family Office
Colorado
$13.4K – – –
5 6
7
8 9