iShares ESG Advanced MSCI EAFE ETF
DMXF
146 hedge funds and large institutions have $326M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $307M → $326M (+$19.1M)
3% more funds holding
Funds holding: 142 → 146 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.39% less ownership
Funds ownership: 77.26% → 74.87% (-2.4%)
41% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
I
IMPACTfolio
Denver,
Colorado
|
+$2.24M |
| 2 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$978K |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$915K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$880K |
| 5 |
OL
Optas LLC
Austin,
Texas
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.23M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.54M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.11M |
| 4 |
BlackRock
New York
|
-$1.63M |
| 5 |
Jane Street
New York
|
-$1.21M |
DMXF Hedge Fund Activity: Q1 2023 in Review
146 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q1 2023, worth a combined $326M — up 6.2% from $307M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DMXF positions and 9 closed out — a net gain of 7 holders — while 39 added to existing stakes and 66 trimmed.
The largest buyer was IMPACTfolio, opening a new position worth an estimated $2.24M. The largest seller was Envestnet Asset Management, cutting an estimated $7.23M.
- 146 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q1 2023, up from 142 in Q4 2022.
- Funds reported $326M of iShares ESG Advanced MSCI EAFE ETF stock for Q1 2023, up 6.2% quarter-over-quarter.
- 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q1 2023 and 9 closed out, a net change of +7 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q1 2023 was IMPACTfolio, an estimated $2.24M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $7.23M sold.
Based on aggregated 13F filings for Q1 2023.