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iShares ESG Advanced MSCI EAFE ETF
DMXF

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: 186 → 207 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.7M
3
OMC
Old Mission Capital
Illinois
+$6.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.33M
5
PAS
Park Avenue Securities
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.8M
2
S
Syntrinsic
Colorado
-$8.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
BlackRock
BlackRock
New York
-$2.44M
5
FTUS
Flow Traders U.S.
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
201
Morton Brown Family Wealth
Pennsylvania
$4.32K – – –
JIP
202
Jaffetilchin Investment Partners
Florida
$3.02K +$2.91K +42 New
NA
203
NewEdge Advisors
Louisiana
$2.88K +$2.77K +40 New
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.52K – – –
RCM
205
Raleigh Capital Management
North Carolina
$1.87K +$1.8K +26 New
LFA
206
LGT Financial Advisors
Texas
$959 – – –
TAM
207
Tucker Asset Management
Colorado
$864 – – –
Jane Street
208
Jane Street
New York
– -$11.8M -175,111 Closed
FTUS
209
Flow Traders U.S.
New York
– -$1.8M -26,656 Closed
T
210
TCWP
Ohio
– -$807K -11,975 Closed
OWMIAS
211
One Wealth Management Investment & Advisory Services
Florida
– -$363K -5,380 Closed
Goldman Sachs
212
Goldman Sachs
New York
– -$225K -3,337 Closed
AWM
213
Ariadne Wealth Management
California
– -$211K -3,132 Closed
ATPW
214
Ashton Thomas Private Wealth
Arizona
– -$4.79K -71 Closed
IAIM
215
International Assets Investment Management
Florida
– -$4.45K -66 Closed
KFS
216
Kelly Financial Services
Massachusetts
– -$2.48K -37 Closed
5 6 7 8
9

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.