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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$73.01 -0.16 (-0.22%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$72.88 -0.14 (-0.18%)
As of 05/21/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$168.33M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$128.73M
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DMXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC114,721$7.73M0.0%+273.0%1.043%
5/16/2025 NewEdge Advisors LLC32,154$2.17M0.0%N/A0.292%
5/16/2025 Integrated Wealth Concepts LLC27,429$1.85M0.0%-7.8%0.249%
5/16/2025 Copperleaf Capital LLC3,991$269K0.2%-33.5%0.036%
5/15/2025 One Wealth Capital Management LLC6,155$414K0.2%-30.6%0.056%
5/15/2025 Flputnam Investment Management Co.3,513$237K0.0%-28.3%0.032%
5/15/2025 Royal Bank of Canada44,487$3.00M0.0%-15.3%0.404%
5/15/2025 Connecticut Wealth Management LLC3,337$225K0.0%N/A0.030%
5/14/2025 CreativeOne Wealth LLC6,022$406K0.0%+2.9%0.055%
5/14/2025 Comerica Bank1,131$76K0.0%-42.2%0.010%
5/14/2025 Freedom Investment Management Inc.11,636$784K0.1%+13.6%0.106%
5/14/2025 Ally Invest Advisors Inc.10,685$720K0.1%+13.5%0.097%
5/14/2025 Northwestern Mutual Wealth Management Co.20,831$1.40M0.0%+33.5%0.189%
5/14/2025 CW Advisors LLC15,357$1.03M0.0%+10.9%0.140%
5/14/2025 Flow Traders U.S. LLC179,623$12.10M0.5%N/A1.633%
5/14/2025 Capital Analysts LLC2,543$171K0.0%-30.8%0.023%
5/14/2025 Humankind Investments LLC3,245$218K0.1%N/A0.030%
5/14/2025 RWA Wealth Partners LLC98,274$6.62M0.1%-3.2%0.893%
5/13/2025 Gen Wealth Partners Inc2,432$164K0.1%-34.9%0.022%
5/13/2025 HighTower Advisors LLC69,836$4.70M0.0%+5.7%0.635%
5/12/2025 Maia Wealth LLC5,940$393K0.1%-28.4%0.054%
5/12/2025 Balanced Rock Investment Advisors LLC65,256$4.39M3.5%-9.5%0.593%
5/12/2025 Townsquare Capital LLC8,381$564K0.0%-38.5%0.076%
5/12/2025 Savvy Advisors Inc.4,315$291K0.0%-8.4%0.039%
5/9/2025 Financial Connections Group Inc.76,266$5.14M2.3%+15.9%0.693%
5/9/2025 Atria Wealth Solutions Inc.27,708$1.87M0.0%-48.5%0.252%
5/9/2025 Wade Financial Advisory Inc20,865$1.41M0.5%+2.2%0.190%
5/9/2025 PNC Financial Services Group Inc.452$30K0.0%-46.6%0.004%
5/8/2025 Moors & Cabot Inc.11,542$777K0.0%+4.3%0.105%
5/8/2025 Harbour Investments Inc.2,700$182K0.0%-8.0%0.025%
5/8/2025 Hoxton Planning & Management LLC3,623$244K0.1%N/A0.033%
5/8/2025 NorthRock Partners LLC1,513$102K0.0%-16.0%0.014%
5/7/2025 Fiera Capital Corp39,605$2.67M0.0%+29.4%0.360%
5/7/2025 LPL Financial LLC308,646$20.78M0.0%-27.4%2.806%
5/6/2025 Assetmark Inc.35,559$2.40M0.0%-34.3%0.323%
5/6/2025 Cetera Investment Advisers107,098$7.21M0.0%-24.2%0.974%
5/6/2025 Avantax Advisory Services Inc.8,806$593K0.0%-20.1%0.080%
5/6/2025 Tempus Wealth Planning LLC3,683$248K0.1%+11.6%0.033%
5/6/2025 One Wealth Advisors LLC38,998$2.63M0.4%-32.5%0.355%
5/6/2025 Opes Wealth Management LLC21,245$1.43M0.3%-3.8%0.193%
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5/6/2025 AE Wealth Management LLC1,276$86K0.0%-50.6%0.012%
5/6/2025 IMA Advisory Services Inc.752,855$50.66M6.0%-3.5%6.844%
5/6/2025 Venturi Wealth Management LLC3,333$224K0.0%-19.2%0.030%
5/6/2025 Accredited Investors Inc.73,051$4.92M0.3%+23.3%0.664%
5/5/2025 West Wealth Group LLC3,122$210K0.1%-45.2%0.028%
5/5/2025 Wealth Alliance LLC9,582$645K0.1%-36.9%0.087%
5/5/2025 IFP Advisors Inc1,018$69K0.0%N/A0.009%
5/5/2025 Private Advisor Group LLC5,373$362K0.0%+3.6%0.049%
5/5/2025 EQ LLC5,816$392K0.2%+13.7%0.053%
5/5/2025 Diversify Advisory Services LLC5,487$382K0.0%-32.8%0.050%
5/5/2025 JMG Financial Group Ltd.9,348$629K0.0%-22.4%0.085%
5/2/2025 Theory Financial LLC3,554$239K0.1%-35.8%0.032%
5/2/2025 Wealthgarden F.S. LLC5,008$337K0.3%-22.2%0.046%
5/2/2025 Invera Wealth Advisors LLC69,029$4.65M5.5%-1.5%0.628%
5/1/2025 CWM LLC4,257$287K0.0%-4.0%0.039%
4/30/2025 Sharkey Howes & Javer17,929$1.21M0.2%-41.5%0.163%
4/30/2025 Allworth Financial LP189,731$13.05M0.1%-3.4%1.725%
4/30/2025 Stratos Wealth Partners LTD.10,269$692K0.0%-17.5%0.093%
4/30/2025 Horst & Graben Wealth Management LLC21,935$1.48M0.3%-38.0%0.199%
4/29/2025 Envestnet Asset Management Inc.1,489,953$100.33M0.0%-35.8%13.545%
4/29/2025 Investor s Fiduciary Advisor Network LLC22,634$1.52M0.7%+2.3%0.206%
4/29/2025 Bank of New York Mellon Corp12,555$845K0.0%-33.0%0.114%
4/29/2025 World Investment Advisors7,707$519K0.0%-25.3%0.070%
4/29/2025 Strategic Blueprint LLC3,960$267K0.0%-35.4%0.036%
4/29/2025 OneDigital Investment Advisors LLC18,359$1.24M0.0%-44.4%0.167%
4/29/2025 Values Added Financial LLC61,864$4.17M2.3%+10.7%0.562%
4/28/2025 First Horizon Advisors Inc.2,685$181K0.0%-40.5%0.024%
4/28/2025 Equita Financial Network Inc.41,343$2.78M1.0%+11.2%0.376%
4/28/2025 Oregon Pacific Wealth Management LLC3,715$250K0.2%-43.5%0.034%
4/28/2025 Rossby Financial LCC894$62K0.0%N/A0.008%
4/25/2025 Albion Financial Group UT39,527$2.66M0.2%+50.3%0.359%
4/24/2025 Golden State Wealth Management LLC7,101$478K0.1%+3.3%0.065%
4/24/2025 Klaas Financial Asset Advisors LLC42,531$2.86M0.5%+0.6%0.387%
4/24/2025 Diversified Trust Co10,886$733K0.0%+15.3%0.099%
4/23/2025 Lifelong Wealth Advisors Inc.3,591$242K0.1%-13.0%0.033%
4/23/2025 Perigon Wealth Management LLC20,609$1.39M0.0%-6.2%0.187%
4/23/2025 Golden State Wealth Management LLC7,259$489K0.0%+5.6%0.066%
4/23/2025 First Pacific Financial28,011$1.89M0.4%-6.2%0.255%
4/23/2025 Sage Financial Management Group Inc.4,872$328K0.1%N/A0.044%
4/23/2025 Keystone Financial Services5,926$399K0.2%-27.6%0.054%
4/23/2025 Walkner Condon Financial Advisors LLC42,644$2.87M0.6%+3.8%0.388%
4/23/2025 Continuum Advisory LLC635$43K0.0%-44.7%0.006%
4/22/2025 JFS Wealth Advisors LLC1,262$85K0.0%-41.5%0.011%
4/22/2025 MBE Wealth Management LLC5,005$337K0.2%N/A0.046%
4/22/2025 VERITY Wealth Advisors13,266$893K0.7%+3.3%0.121%
4/22/2025 Spectrum Planning & Advisory Services Inc.4,075$274K0.2%+9.2%0.037%
4/22/2025 XY Planning Network Inc.22,041$1.48M1.0%-3.9%0.200%
4/21/2025 Envestnet Portfolio Solutions Inc.337,425$22.72M0.1%-51.2%3.068%
4/21/2025 Warner Financial Inc.10,590$713K0.3%+6.7%0.096%
4/21/2025 Sofi Wealth LLC9,715$654K0.0%+592.4%0.088%
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4/18/2025 Halbert Hargrove Global Advisors LLC17,473$1.18M0.1%N/A0.159%
4/17/2025 Sagespring Wealth Partners LLC6,646$448K0.0%-38.0%0.060%
4/17/2025 Janney Montgomery Scott LLC28,355$1.91M0.0%-32.2%0.258%
4/17/2025 Stewardship Advisors LLC6,540$440K0.1%+15.3%0.059%
4/17/2025 Optas LLC8,016$540K0.1%+2.6%0.073%
4/17/2025 Dohj LLC30,410$2.05M0.5%+10.0%0.276%
4/16/2025 Mogy Joel R Investment Counsel Inc.1,265$85K0.0%+13.5%0.012%
4/15/2025 GPS Wealth Strategies Group LLC2,104$142K0.0%+8.2%0.019%
4/15/2025 Leonard Rickey Investment Advisors P.L.L.C.10,652$705K0.2%-1.4%0.097%
4/14/2025 Regatta Capital Group LLC27,417$1.85M0.4%-34.2%0.249%
(Data available from 1/1/2016 forward)

DMXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMXF shares?

During the previous two years, 241 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($100.33M), IMA Advisory Services Inc. ($50.66M), Syntrinsic LLC ($36.28M), Envestnet Portfolio Solutions Inc. ($22.72M), LPL Financial LLC ($20.78M), JPMorgan Chase & Co. ($18.99M), and SigFig Wealth Management LLC ($15.67M).Learn more on DMXF's institutional investors.

Which institutional investors have been buying iShares ESG Advanced MSCI EAFE ETF stock?

Of the 216 institutional investors that purchased iShares ESG Advanced MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($565.35K), LPL Financial LLC ($272.20K), Envestnet Asset Management Inc. ($260.52K), Sei Investments Co. ($188.27K), Flow Traders U.S. LLC ($179.62K), Jane Street Group LLC ($114.72K), and JPMorgan Chase & Co. ($103.96K).

How much institutional buying is happening at iShares ESG Advanced MSCI EAFE ETF?

Institutional investors have bought a total of 3,994,960 shares in the last 24 months. This purchase volume represents approximately $257.79M in transactions.

Which iShares ESG Advanced MSCI EAFE ETF major shareholders have been selling company stock?

Of the 120 institutional investors that sold iShares ESG Advanced MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.35M), Envestnet Portfolio Solutions Inc. ($353.63K), Syntrinsic LLC ($126.39K), LPL Financial LLC ($119.30K), Park Avenue Securities LLC ($77.70K), Balanced Rock Investment Advisors LLC ($42.35K), and Cetera Investment Advisers ($35.10K).

How much institutional selling is happening at iShares ESG Advanced MSCI EAFE ETF?

Institutional investors have sold a total of 2,586,058 shares in the last 24 months. This volume of shares sold represents approximately $168.65M in transactions.



This page (NASDAQ:DMXF) was last updated on 5/22/2025 by MarketBeat.com Staff
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