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iShares ESG Advanced MSCI EAFE ETF
DMXF

32 hedge funds and large institutions have $60.9M invested in iShares ESG Advanced MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 1

700% more funds holding

Funds holding: 4 → 32 (+28)

166% more capital invested

Capital invested by funds: $22.9M → $60.9M (+$38M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

107.73% less ownership

Funds ownership: 203.68% → 95.95% (-108%)

Holders
32
Holders Change
+28
Holders Change %
+700%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.52M
3
Jane Street
Jane Street
New York
+$2.52M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.52M
5
PAS
Park Avenue Securities
New York
+$1.42M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$13.4M
2
BlackRock
BlackRock
New York
-$4.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.8M +$37.1M +629,847 New
Osaic Holdings
2
Osaic Holdings
Arizona
$3.77M +$3.52M +59,712 New
Jane Street
3
Jane Street
New York
$3.12M +$2.52M +42,767 +650%
FTUS
4
Flow Traders U.S.
New York
$2.99M -$13.4M -227,283 -83%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.45M – – –
MML Investors Services
6
MML Investors Services
Massachusetts
$1.63M +$1.52M +25,806 New
PAS
7
Park Avenue Securities
New York
$1.52M +$1.42M +24,102 New
5L
8
55I LLC
Massachusetts
$1.02M +$953K +16,184 New
WP
9
WealthSource Partners
California
$770K +$717K +12,178 New
HGWM
10
Horst & Graben Wealth Management
Oregon
$421K +$392K +6,662 New
SCA
11
Snowden Capital Advisors
New York
$321K +$299K +5,079 New
AI
12
Accredited Investors
Minnesota
$315K +$293K +4,985 New
APW
13
Austin Private Wealth
Texas
$301K +$280K +4,764 New
AP
14
Adero Partners
California
$268K +$249K +4,232 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$256K +$239K +4,053 New
VHAM
16
Van Hulzen Asset Management
California
$240K +$224K +3,800 New
LPL Financial
17
LPL Financial
California
$237K +$221K +3,753 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$234K – – –
Prudential Financial
19
Prudential Financial
New Jersey
$220K +$205K +3,481 New
CRWM
20
Castle Rock Wealth Management
California
$215K +$195K +3,308 New
TCA
21
Transcend Capital Advisors
New Jersey
$211K +$309K +5,247 New
SHJ
22
Sharkey, Howes & Javer
Colorado
$203K +$189K +3,218 New
GIA
23
Goodwin Investment Advisory
Georgia
$93K +$85.5K +1,452 New
CFD
24
Creative Financial Designs
Indiana
$88K +$82.4K +1,399 New
ASN
25
Advisory Services Network
Georgia
$67K +$62.9K +1,068 New
1
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DMXF Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2020, worth a combined $60.9M — up 166% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DMXF positions and 1 closed out — a net gain of 28 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $37.1M. The largest seller was Flow Traders U.S., cutting an estimated $13.4M.

  • 32 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2020, up from 4 in Q3 2020.
  • Funds reported $60.9M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2020, up 166% quarter-over-quarter.
  • 29 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2020 and 1 closed out, a net change of +28 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2020 was Flow Traders U.S., an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2020.