iShares ESG Advanced MSCI EAFE ETF
DMXF
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 5 closing their positions.
640% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 5
88% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 32
26% more funds holding
Funds holding: 113 → 142 (+29)
24% more capital invested
Capital invested by funds: $248M → $307M (+$58.6M)
2.1% more ownership
Funds ownership: 75.16% → 77.26% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$8.53M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$7.23M |
| 3 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$3.24M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.57M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.12M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
-$4.92M |
| 3 |
BlackRock
New York
|
-$3.14M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$712K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$478K |
DMXF Hedge Fund Activity: Q4 2022 in Review
142 of the 6,237 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 5 closed out — a net gain of 32 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 113 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 5 closed out, a net change of +32 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.