DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Overview Fund Activity

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.

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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.7M
2
OMC
2
Old Mission Capital
Illinois
$4.88M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.06M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.85M
5
5L
5
55I LLC
Massachusetts
$3.66M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$4.62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$165K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.7M 1,206,244 +311,705 +35%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.85M 115,905 +24,288 +27%
OMC
3
Old Mission Capital
Illinois
$4.88M 72,120 +72,120 New
FTUS
4
Flow Traders U.S.
New York
$4.62M 68,243 -106,777 -61%
PAS
5
Park Avenue Securities
New York
$4.36M 64,449 +17,430 +37%
Citadel Advisors
6
Citadel Advisors
Florida
$4.03M 59,478 -68,922 -54%
5L
7
55I LLC
Massachusetts
$3.66M 54,029 +20,136 +59%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.28M 48,378 +11,081 +30%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.45M 36,216 – –
HighTower Advisors
10
HighTower Advisors
Illinois
$2.06M 30,448 +30,448 New
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$1.56M 23,033 +16,979 +280%
WP
12
WealthSource Partners
California
$1.34M 19,717 +3,815 +24%
OWA
13
One Wealth Advisors
California
$1.24M 18,236 +5,485 +43%
HGWM
14
Horst & Graben Wealth Management
Oregon
$1.06M 15,717 +1,642 +12%
LPL Financial
15
LPL Financial
California
$924K 13,644 +4,602 +51%
Prudential Financial
16
Prudential Financial
New Jersey
$829K 12,236 +2,508 +26%
CWAG
17
Compton Wealth Advisory Group
Virginia
$758K 11,200 +11,200 New
EH
18
Equitable Holdings
New York
$699K 10,321 +10,321 New
KFS
19
Kelly Financial Services
Massachusetts
$618K 41,850 +41,768 +50,937%
AI
20
Accredited Investors
Minnesota
$616K 9,096 +2,811 +45%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$588K 8,683 +8,683 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$515K 7,614 +973 +15%
RA
23
Resolute Advisors
California
$508K 7,500 +7,500 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$501K 7,406 +7,406 New
SHJ
25
Sharkey, Howes & Javer
Colorado
$499K 7,369 +309 +4%
1
2 3 4