iShares ESG Advanced MSCI EAFE ETF
DMXF
161 hedge funds and large institutions have $345M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 44 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
77% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 44
5% more funds holding
Funds holding: 153 → 161 (+8)
0.23% more ownership
Funds ownership: 75.35% → 75.58% (+0.23%)
1% less capital invested
Capital invested by funds: $349M → $345M (-$3.55M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$5.91M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.9M |
| 3 |
BlackRock
New York
|
+$2.72M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$2.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31M |
| 2 |
Jane Street
New York
|
-$7.95M |
| 3 |
I
IMPACTfolio
Denver,
Colorado
|
-$2.32M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$661K |
| 5 |
OL
Optas LLC
Austin,
Texas
|
-$492K |
DMXF Hedge Fund Activity: Q3 2023 in Review
161 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2023, worth a combined $345M — down 1% from $349M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DMXF positions and 8 closed out — a net gain of 8 holders — while 78 added to existing stakes and 44 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.91M. The largest seller was Envestnet Asset Management, cutting an estimated $31M.
- 161 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2023, up from 153 in Q2 2023.
- Funds reported $345M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2023, down 1% quarter-over-quarter.
- 16 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2023 and 8 closed out, a net change of +8 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2023 was Flow Traders U.S., an estimated $5.91M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $31M sold.
Based on aggregated 13F filings for Q3 2023.