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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
OLVIG
176
Oliver Lagore Vanvalin Investment Group
Michigan
$57.1K +$10.5K +152 +24%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$53.4K -$1.12M -16,182 -96%
WP
178
WealthShield Partners
North Carolina
$52.7K +$12.7K +184 +34%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$48.9K
GWSG
180
GPS Wealth Strategies Group
Colorado
$48.4K
HDIM
181
Hanson & Doremus Investment Management
Vermont
$44K +$7.13K +103 +20%
FCA
182
FinTrust Capital Advisors
South Carolina
$41.6K -$5.05K -73 -11%
CAM
183
Clarity Asset Management
Iowa
$40.5K +$38.9K +562 New
CPBTD
184
Central Pacific Bank - Trust Division
Hawaii
$39.3K +$37.8K +546 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$38.8K -$14.6K -211 -28%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$36.8K +$35.3K +510 New
TIM
187
Tortoise Investment Management
New York
$33.9K
GM
188
GeoWealth Management
Illinois
$32.2K +$30.9K +447 New
OP
189
ORG Partners
Indiana
$30.8K +$5.54K +80 +23%
B
190
Birchbrook
Maine
$29.3K -$1.73K -25 -6%
AAP
191
Arax Advisory Partners
Colorado
$25.1K +$24.2K +349 New
GWM
192
Geneos Wealth Management
Colorado
$20.7K +$19.9K +288 New
MWA
193
MFA Wealth Advisors
Pennsylvania
$19.3K
GSEP
194
Golden State Equity Partners
California
$16.7K +$16.1K +232 New
RCM
195
Richardson Capital Management
Wisconsin
$16.1K
GFPC
196
Global Financial Private Client
Florida
$14.4K +$3.39K +49 +32%
CFO
197
CVA Family Office
Colorado
$14.2K
CFG
198
Copley Financial Group
California
$11.7K +$11.2K +162 New
PA
199
PSI Advisors
Florida
$5.9K
CSWM
200
Cassady Schiller Wealth Management
Ohio
$5.35K

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.