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iShares ESG Advanced MSCI EAFE ETF

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $484M → $508M (+$23.9M)

0.32% more ownership

Funds ownership: 75.77%76.09% (+0.32%)

1% less funds holding

Funds holding: 187186 (-1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
176
NBT Bank
New York
$10.9K
GFPC
177
Global Financial Private Client
Florida
$10.2K +$270 +4 +3%
PA
178
PSI Advisors
Florida
$5.53K +$68 +1 +1%
CSWM
179
Cassady Schiller Wealth Management
Ohio
$5.01K
ATPW
180
Ashton Thomas Private Wealth
Arizona
$4.79K +$4.79K +71 New
IAIM
181
International Assets Investment Management
Florida
$4.45K +$4.46K +66 New
MBFW
182
Morton Brown Family Wealth
Pennsylvania
$4.1K -$2.43K -36 -38%
KFS
183
Kelly Financial Services
Massachusetts
$2.48K +$203 +3 +9%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.36K
LFA
185
LGT Financial Advisors
Texas
$898
TAM
186
Tucker Asset Management
Colorado
$809 +$810 +12 New
OMC
187
Old Mission Capital
Illinois
-$3.03M -44,509 Closed
I
188
IMPACTfolio
Colorado
-$2.38M -34,915 Closed
SAG
189
SageView Advisory Group
California
-$1.43M -30,411 Closed
CAM
190
Crestone Asset Management
Colorado
-$843K -12,376 Closed
BCI
191
Brinker Capital Investments
Pennsylvania
-$448K -6,579 Closed
OPS
192
Orion Portfolio Solutions
Nebraska
-$448K -6,579 Closed
LNC
193
Lincoln National Corp
Pennsylvania
-$381K -5,586 Closed
AA
194
Aire Advisors
California
-$341K -4,997 Closed
Citadel Advisors
195
Citadel Advisors
Florida
-$252K -3,694 Closed
AG
196
Ascent Group
Virginia
-$234K -3,439 Closed
BWS
197
Buck Wealth Strategies
Colorado
-$216K -3,166 Closed
AWM
198
Apollon Wealth Management
South Carolina
-$205K -3,008 Closed
SWM
199
Spire Wealth Management
Virginia
-$166K -2,433 Closed
TCOV
200
Trust Company of Vermont
Vermont
-$80.1K -1,175 Closed

DMXF Hedge Fund Activity: Q2 2024 in Review

186 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2024, worth a combined $508M — up 4.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMXF positions and 18 closed out — a net gain of 2 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $7.92M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.03M sold.

  • 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $508M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $7.92M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2024.