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iShares ESG Advanced MSCI EAFE ETF
DMXF

154 hedge funds and large institutions have $349M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $325M → $349M (+$23.8M)

5% more funds holding

Funds holding: 147 → 154 (+7)

0.48% more ownership

Funds ownership: 74.88% → 75.36% (+0.48%)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
66
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.48M
2
BlackRock
BlackRock
New York
+$3.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.29M
4
AM
Atwater Malick
Pennsylvania
+$1.1M
5
SWM
SigFig Wealth Management
California
+$920K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.72M
2
MOS
MGO One Seven
Ohio
-$940K
3
BPA
Beacon Pointe Advisors
California
-$561K
4
HPM
Hoxton Planning & Management
West Virginia
-$380K
5
PP
Prudential plc
United Kingdom
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M -$284K -4,685 -0.2%
BlackRock
2
BlackRock
New York
$61.1M +$3.8M +62,710 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$11M +$366K +6,035 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.18M -$244K -4,022 -3%
PAS
5
Park Avenue Securities
New York
$8.55M +$191K +3,153 +2%
Jane Street
6
Jane Street
New York
$7.95M +$7.48M +123,514 +1,744%
RWP
7
RWA Wealth Partners
Massachusetts
$7.72M +$290K +4,791 +4%
AF
8
Allworth Financial
California
$6.12M +$915K +15,112 +18%
SWM
9
SigFig Wealth Management
California
$6.07M +$920K +15,184 +18%
MML Investors Services
10
MML Investors Services
Massachusetts
$5.94M +$218K +3,602 +4%
OWA
11
One Wealth Advisors
California
$3.66M +$19.9K +328 +0.5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.44M -$58.9K -972 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.14M +$105K +1,726 +3%
KFAA
14
Klaas Financial Asset Advisors
Illinois
$3.09M +$293K +4,829 +11%
FCG
15
Financial Connections Group
California
$3M -$207K -3,416 -6%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$2.66M -$11.8K -195 -0.4%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$2.66M – – –
APW
18
Atlantic Private Wealth
North Carolina
$2.63M +$13.8K +227 +0.5%
AI
19
Accredited Investors
Minnesota
$2.39M +$116K +1,910 +5%
I
20
IMPACTfolio
Colorado
$2.32M -$25.5K -421 -1%
LPL Financial
21
LPL Financial
California
$2.26M -$166K -2,744 -7%
AWS
22
Atria Wealth Solutions
New York
$2.21M +$156K +2,580 +8%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.18M +$1.29M +21,288 +141%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.79M +$70.8K +1,169 +4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$1.79M -$3.09K -51 -0.2%
1
2 3 4 5

DMXF Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2023, worth a combined $349M — up 7.3% from $325M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DMXF positions and 8 closed out — a net gain of 7 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, adding an estimated $7.48M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $5.72M sold.

  • 154 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $349M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2023 was Jane Street, an estimated $7.48M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2023 was Flow Traders U.S., an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2023.