We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

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: 186207 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
151
RKL Wealth Management
Pennsylvania
$223K
SWA
152
SOA Wealth Advisors
New York
$222K +$692 +10 +0.3%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$222K +$213K +3,076 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$220K -$148K -2,132 -41%
NWMG
155
National Wealth Management Group
Ohio
$216K +$208K +2,998 New
CWM
156
Centurion Wealth Management
Virginia
$209K +$201K +2,902 New
TC
157
Trilogy Capital
California
$208K +$200K +2,886 New
CAL
158
Capital Analysts LLC
Pennsylvania
$198K +$47.3K +684 +33%
HI
159
Harbour Investments
Wisconsin
$181K +$20.8K +300 +14%
BFO
160
Biltmore Family Office
North Carolina
$180K
KFP
161
Keener Financial Planning
Texas
$174K -$19.8K -286 -11%
MIA
162
Milestone Investment Advisors
Wisconsin
$170K
SWM
163
Sugarloaf Wealth Management
Georgia
$163K +$43.1K +623 +38%
Comerica Bank
164
Comerica Bank
Texas
$122K +$19.2K +277 +20%
CFD
165
Creative Financial Designs
Indiana
$120K +$2.56K +37 +2%
JWA
166
JFS Wealth Advisors
Pennsylvania
$114K +$15.7K +227 +17%
NP
167
NorthRock Partners
Minnesota
$109K -$138 -2 -0.1%
RP
168
Raelipskie Partnership
Ontario, Canada
$104K -$6.92K -100 -6%
PS
169
Principal Securities
Iowa
$97.3K
NB
170
NBT Bank
New York
$92.2K +$77.4K +1,118 +690%
MJRIC
171
Mogy Joel R Investment Counsel
California
$80.3K -$4.15K -60 -5%
US Bancorp
172
US Bancorp
Minnesota
$78.7K
CA
173
Continuum Advisory
Idaho
$74K +$6.99K +101 +10%
AF
174
Advisornet Financial
Minnesota
$59.7K +$10.8K +156 +23%
GRP
175
Global Retirement Partners
California
$58.5K +$37.9K +547 +206%

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.