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iShares ESG Advanced MSCI EAFE ETF
DMXF

79 hedge funds and large institutions have $142M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 4

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

61% more funds holding

Funds holding: 49 → 79 (+30)

32% more capital invested

Capital invested by funds: $108M → $142M (+$34.2M)

31.41% less ownership

Funds ownership: 109.97% → 78.56% (-31%)

Holders
79
Holders Change
+30
Holders Change %
+61.22%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
32
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
2
OMC
Old Mission Capital
Illinois
+$4.89M
3
KFS
Kelly Financial Services
Massachusetts
+$2.83M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$7.24M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.68M
3
Jane Street
Jane Street
New York
-$3.88M
4
NL
NWAM LLC
Washington
-$220K
5
SPIA
Steward Partners Investment Advisory
New York
-$13.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.7M +$21.1M +311,705 +35%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.85M +$1.65M +24,288 +27%
OMC
3
Old Mission Capital
Illinois
$4.88M +$4.89M +72,120 New
FTUS
4
Flow Traders U.S.
New York
$4.62M -$7.24M -106,777 -61%
PAS
5
Park Avenue Securities
New York
$4.36M +$1.18M +17,430 +37%
Citadel Advisors
6
Citadel Advisors
Florida
$4.03M -$4.68M -68,922 -54%
5L
7
55I LLC
Massachusetts
$3.66M +$1.37M +20,136 +59%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.27M +$752K +11,081 +30%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.45M – – –
HighTower Advisors
10
HighTower Advisors
Illinois
$2.06M +$2.07M +30,448 New
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$1.56M +$1.15M +16,979 +280%
WP
12
WealthSource Partners
California
$1.33M +$259K +3,815 +24%
OWA
13
One Wealth Advisors
California
$1.24M +$372K +5,485 +43%
HGWM
14
Horst & Graben Wealth Management
Oregon
$1.06M +$111K +1,642 +12%
LPL Financial
15
LPL Financial
California
$924K +$312K +4,602 +51%
Prudential Financial
16
Prudential Financial
New Jersey
$829K +$170K +2,508 +26%
CWAG
17
Compton Wealth Advisory Group
Virginia
$758K +$760K +11,200 New
EH
18
Equitable Holdings
New York
$699K +$700K +10,321 New
KFS
19
Kelly Financial Services
Massachusetts
$618K +$2.83M +41,768 +50,937%
AI
20
Accredited Investors
Minnesota
$616K +$191K +2,811 +45%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$588K +$589K +8,683 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$515K +$66K +973 +15%
RA
23
Resolute Advisors
California
$508K +$509K +7,500 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$501K +$502K +7,406 New
SHJ
25
Sharkey, Howes & Javer
Colorado
$499K +$21K +309 +4%
1
2 3 4

DMXF Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2021, worth a combined $142M — up 32% from $108M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DMXF positions and 5 closed out — a net gain of 30 holders — while 32 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.

  • 79 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $142M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2021, up 32% quarter-over-quarter.
  • 35 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2021 and 5 closed out, a net change of +30 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $21.1M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2021 was Flow Traders U.S., an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2021.