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iShares ESG Advanced MSCI EAFE ETF
DMXF

49 hedge funds and large institutions have $108M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

77% more capital invested

Capital invested by funds: $60.9M → $108M (+$46.7M)

53% more funds holding

Funds holding: 32 → 49 (+17)

14.02% more ownership

Funds ownership: 95.95% → 109.97% (+14%)

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
23
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.32M
3
FTUS
Flow Traders U.S.
New York
+$8.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.07M
5
PAS
Park Avenue Securities
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
CRWM
Castle Rock Wealth Management
California
-$215K
2
TCA
Transcend Capital Advisors
New Jersey
-$211K
3
ASN
Advisory Services Network
Georgia
-$67K
4
Morgan Stanley
Morgan Stanley
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$58.1M +$17.2M +264,692 +42%
FTUS
2
Flow Traders U.S.
New York
$11.4M +$8.28M +127,730 +270%
Citadel Advisors
3
Citadel Advisors
Florida
$8.33M +$8.32M +128,400 New
Osaic Holdings
4
Osaic Holdings
Arizona
$5.95M +$2.07M +31,905 +53%
Jane Street
5
Jane Street
New York
$3.88M +$680K +10,501 +21%
PAS
6
Park Avenue Securities
New York
$3.05M +$1.48M +22,917 +95%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$2.45M – – –
MML Investors Services
8
MML Investors Services
Massachusetts
$2.42M +$745K +11,491 +45%
5L
9
55I LLC
Massachusetts
$2.2M +$1.15M +17,709 +109%
WP
10
WealthSource Partners
California
$1.03M +$241K +3,724 +31%
HGWM
11
Horst & Graben Wealth Management
Oregon
$914K +$480K +7,413 +111%
OWA
12
One Wealth Advisors
California
$828K +$826K +12,751 New
Prudential Financial
13
Prudential Financial
New Jersey
$631K +$405K +6,247 +179%
LPL Financial
14
LPL Financial
California
$587K +$343K +5,289 +141%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$462K – – –
SHJ
16
Sharkey, Howes & Javer
Colorado
$458K +$249K +3,842 +119%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$431K +$421K +6,491 +4,327%
AI
18
Accredited Investors
Minnesota
$408K +$84.2K +1,300 +26%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$393K +$392K +6,054 New
Creative Planning
20
Creative Planning
Kansas
$365K +$364K +5,621 New
SCA
21
Snowden Capital Advisors
New York
$356K +$26.6K +411 +8%
APW
22
Austin Private Wealth
Texas
$336K +$27.1K +419 +9%
JFG
23
JMG Financial Group
Illinois
$319K +$318K +4,908 New
3LCM
24
3D/L Capital Management
Connecticut
$315K +$315K +4,859 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$44.3K +683 +17%
1
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DMXF Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2021, worth a combined $108M — up 77% from $60.9M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DMXF positions and 4 closed out — a net gain of 17 holders — while 23 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.2M. The largest seller was Castle Rock Wealth Management, exiting entirely with an estimated $215K sold.

  • 49 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $108M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2021, up 77% quarter-over-quarter.
  • 21 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2021 and 4 closed out, a net change of +17 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $17.2M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2021 was Castle Rock Wealth Management, an estimated $215K sold.

Based on aggregated 13F filings for Q1 2021.