iShares ESG Advanced MSCI EAFE ETF
DMXF
186 hedge funds and large institutions have $439M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 10 closing their positions.
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
38% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 56
27% more capital invested
Capital invested by funds: $345M → $439M (+$93.6M)
16% more funds holding
Funds holding: 161 → 186 (+25)
2.49% more ownership
Funds ownership: 75.58% → 78.07% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Syntrinsic
Denver,
Colorado
|
+$36.5M |
| 2 |
Jane Street
New York
|
+$3.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.64M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.49M |
| 5 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$8.75M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$4.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.11M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.06M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.78M |
DMXF Hedge Fund Activity: Q4 2023 in Review
186 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q4 2023, worth a combined $439M — up 27% from $345M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DMXF positions and 10 closed out — a net gain of 25 holders — while 77 added to existing stakes and 56 trimmed.
The largest buyer was Syntrinsic, adding an estimated $36.5M. The largest seller was BlackRock, cutting an estimated $8.75M.
- 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q4 2023, up from 161 in Q3 2023.
- Funds reported $439M of iShares ESG Advanced MSCI EAFE ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 35 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q4 2023 and 10 closed out, a net change of +25 holders.
- The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q4 2023 was Syntrinsic, an estimated $36.5M added.
- The largest iShares ESG Advanced MSCI EAFE ETF seller in Q4 2023 was BlackRock, an estimated $8.75M sold.
Based on aggregated 13F filings for Q4 2023.