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iShares ESG Advanced MSCI EAFE ETF
DMXF

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

94% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $441M → $484M (+$43.2M)

1% more funds holding

Funds holding: 186 → 187 (+1)

2.41% less ownership

Funds ownership: 78.17% → 75.77% (-2.4%)

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.69%
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
+$5.62M
2
SEI Investments
SEI Investments
Pennsylvania
+$4.23M
3
OMC
Old Mission Capital
Illinois
+$2.92M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.85M
5
I
IMPACTfolio
Colorado
+$2.29M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.97M
2
Bank of America
Bank of America
North Carolina
-$1.97M
3
S
Syntrinsic
Colorado
-$1.78M
4
FTUS
Flow Traders U.S.
New York
-$1.72M
5
SRB
Shotwell Rutter Baer
Michigan
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
176
NorthRock Partners
Minnesota
$11.7K +$11.2K +171 New
NB
177
NBT Bank
New York
$11K – – –
GFPC
178
Global Financial Private Client
Florida
$10K +$459 +7 +5%
APC
179
Aspire Private Capital
North Carolina
$9.88K +$262 +4 +3%
FGAM
180
Financial Gravity Asset Management
Texas
$9.66K -$502K -7,647 -98%
MBFW
181
Morton Brown Family Wealth
Pennsylvania
$6.54K – – –
PA
182
PSI Advisors
Florida
$5.5K – – –
CSWM
183
Cassady Schiller Wealth Management
Ohio
$5.06K – – –
BC
184
Barrett & Company
Rhode Island
$2.52K – – –
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.38K – – –
KFS
186
Kelly Financial Services
Massachusetts
$2.3K – – –
LFA
187
LGT Financial Advisors
Texas
$894 – – –
FTUS
188
Flow Traders U.S.
New York
– -$1.72M -26,886 Closed
SRB
189
Shotwell Rutter Baer
Michigan
– -$1.07M -16,764 Closed
CIC
190
Carnegie Investment Counsel
Ohio
– -$863K -13,502 Closed
AWM
191
AE Wealth Management
Kansas
– -$452K -7,036 Closed
RBA
192
Richard Bernstein Advisors
New York
– -$360K -5,633 Closed
PTC
193
Private Trust Company
Ohio
– -$323K -5,059 Closed
5SA
194
5th Street Advisors
Connecticut
– -$321K -5,025 Closed
SW
195
SVB Wealth
Massachusetts
– -$245K -3,838 Closed
RJA
196
Raymond James & Associates
Florida
– -$231K -3,611 Closed
Ameriprise
197
Ameriprise
Minnesota
– -$218K -3,420 Closed
GIA
198
Goodwin Investment Advisory
Georgia
– -$217K -3,404 Closed
ASN
199
Advisory Services Network
Georgia
– -$130K -2,042 Closed
MSWM
200
McGlone Suttner Wealth Management
Wisconsin
– -$35.8K -560 Closed
5 6 7
8
9

DMXF Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2024, worth a combined $484M — up 9.8% from $441M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DMXF positions and 20 closed out — a net gain of 5 holders — while 91 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.62M. The largest seller was Osaic Holdings, cutting an estimated $7.97M.

  • 187 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $484M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 25 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2024 and 20 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $5.62M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2024 was Osaic Holdings, an estimated $7.97M sold.

Based on aggregated 13F filings for Q1 2024.