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iShares ESG Advanced MSCI EAFE ETF

142 hedge funds and large institutions have $307M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

25% more funds holding

Funds holding: 114142 (+28)

24% more capital invested

Capital invested by funds: $248M → $307M (+$58.7M)

0.83% more ownership

Funds ownership: 76.44%77.26% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+28
Holders Change %
+24.56%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
60
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M +$2.07M +39,996 +2%
BlackRock
2
BlackRock
New York
$52.5M -$3.14M -60,719 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.2M -$478K -9,240 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$8.95M +$8.53M +164,825 +1,098,833%
PAS
5
Park Avenue Securities
New York
$7.68M +$81.9K +1,582 +1%
FTUS
6
Flow Traders U.S.
New York
$7.58M +$7.23M +139,717 New
RWP
7
RWA Wealth Partners
Massachusetts
$7.03M +$574K +11,088 +10%
MML Investors Services
8
MML Investors Services
Massachusetts
$5.49M -$33.5K -647 -0.6%
SWM
9
SigFig Wealth Management
California
$3.83M +$856K +16,541 +31%
AF
10
Allworth Financial
California
$3.81M +$445K +8,602 +14%
OWA
11
One Wealth Advisors
California
$3.4M +$3.24M +62,663 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.24M +$2.57M +49,605 +490%
FCG
13
Financial Connections Group
California
$2.94M -$4.92K -95 -0.2%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$2.39M
KFAA
15
Klaas Financial Asset Advisors
Illinois
$2.39M +$177K +3,416 +8%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$2.36M +$206K +3,982 +10%
APW
17
Atlantic Private Wealth
North Carolina
$2.26M +$6.52K +126 +0.3%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.23M -$61.9K -1,195 -3%
LPL Financial
19
LPL Financial
California
$2.13M +$393K +7,592 +24%
OMC
20
Old Mission Capital
Illinois
$2.11M +$2.02M +38,970 New
AI
21
Accredited Investors
Minnesota
$2.07M +$417K +8,057 +27%
AWS
22
Atria Wealth Solutions
New York
$1.79M +$102K +1,978 +6%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.61M +$1.54M +29,757 New
PA
24
Parkside Advisors
California
$1.56M +$1.49M +28,757 New
Jane Street
25
Jane Street
New York
$1.52M -$5.12M -98,946 -78%

DMXF Hedge Fund Activity: Q4 2022 in Review

142 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2022, worth a combined $307M — up 24% from $248M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DMXF positions and 6 closed out — a net gain of 31 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.53M. The largest seller was Jane Street, cutting an estimated $5.12M.

  • 142 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $307M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 37 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2022 and 6 closed out, a net change of +31 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $8.53M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2022 was Jane Street, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2022.