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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$86.75 +0.69 (+0.80%)
As of 08/21/2026 03:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$103.41M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$162.26M
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DMXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 SeedSafe Financial LLC56,700$4.80M3.4%N/A0.481%
8/22/2026 Highland Investment Advisors LLC450$38K0.0%N/A0.004%
8/22/2026 LifePlan Investment Advisors Inc.3,667$310K0.1%-5.4%0.031%
8/22/2026 Concurrent Investment Advisors LLC3,876$328K0.0%+28.0%0.033%
8/21/2026 Continuum Advisory LLC493$42K0.0%N/A0.004%
7/10/2026 KWB Wealth4,003$339K0.0%N/A0.028%
7/10/2026 Warner Financial Inc.20,031$1.70M0.5%+7.8%0.139%
7/9/2026 Revolve Wealth Partners LLC17,654$1.49M0.2%-2.7%0.123%
7/9/2026 Focus Financial Network Inc.2,392$202K0.0%N/A0.017%
7/8/2026 Archer Investment Management LLC21,610$1.83M0.6%-8.1%0.150%
7/7/2026 Pathway Financial Advisors LLC6,587$554K0.1%+11.0%0.046%
6/3/2026 NewEdge Advisors LLC10,490$791K0.0%-58.4%0.085%
5/19/2026 Western Wealth Management LLC727$55K0.0%N/A0.006%
5/19/2026 NewEdge Advisors LLC10,490$791K0.0%-58.4%0.085%
5/19/2026 Bank of America Corp DE21,975$1.66M0.0%-7.6%0.179%
5/18/2026 EverSource Wealth Advisors LLC3,497$264K0.0%N/A0.028%
5/18/2026 Royal Bank of Canada48,493$3.66M0.0%+21.7%0.394%
5/15/2026 Gateway Wealth Partners LLC6,195$467K0.0%N/A0.050%
5/15/2026 Wealth Alliance LLC5,899$445K0.0%N/A0.048%
5/14/2026 Modern Wealth Management LLC47,067$3.61M0.1%+63.2%0.383%
5/14/2026 Sei Investments Co.373,978$28.22M0.0%+4.6%3.040%
5/14/2026 Lido Advisors LLC16,071$1.21M0.0%N/A0.131%
5/13/2026 Cetera Investment Advisers111,097$8.38M0.0%+177.2%0.903%
5/13/2026 Alesco Advisors LLC An ESL Co2,859$216K0.0%N/A0.023%
5/8/2026 PNC Financial Services Group Inc.340$26K0.0%N/A0.003%
5/8/2026 Atlantic Private Wealth LLC44,188$3.33M2.2%+5.2%0.359%
5/7/2026 Arjuna Capital31,078$2.35M0.6%+6.3%0.253%
5/6/2026 IMA Advisory Services Inc.736,635$55.53M5.4%+0.5%5.989%
5/6/2026 Cornerstone Planning Group LLC2,602$210K0.0%N/A0.021%
5/6/2026 Assetmark Inc.29,397$2.22M0.0%+1,343.9%0.239%
5/6/2026 Gould Asset Management LLC CA20,670$1.56M0.3%+6.3%0.168%
5/6/2026 Sofi Wealth LLC33,590$2.53M0.1%+23.2%0.273%
5/5/2026 Navigation Group LLC3,832$289K0.1%N/A0.031%
5/5/2026 Bank of New York Mellon Corp15,143$1.14M0.0%N/A0.123%
5/5/2026 Theory Financial LLC3,000$226K0.1%N/A0.024%
5/5/2026 Sanctuary Advisors LLC18,517$1.40M0.0%+143.1%0.151%
5/5/2026 Wealthgarden F.S. LLC3,847$290K0.2%N/A0.031%
5/2/2026 Diversify Wealth Management LLC2,741$216K0.0%N/A0.023%
5/1/2026 Fifth Third Bancorp827$62K0.0%N/A0.007%
5/1/2026Financial Connections Group Inc.75,280$5.68M2.0%-2.4%0.622%
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4/30/2026 Accredited Investors Inc.84,629$6.39M0.3%+1.5%0.699%
4/29/2026 Horst & Graben Wealth Management LLC15,788$1.27M0.2%N/A0.133%
4/28/2026 Ascentis Independent Advisors1,765$133K0.0%-39.4%0.015%
4/28/2026 Walkner Condon Financial Advisors LLC49,039$3.70M0.5%+2.6%0.412%
4/28/2026 NBT Bank N A NY1,815$137K0.0%+15.5%0.015%
4/27/2026 PFG Investments LLC3,933$297K0.0%+35.2%0.033%
4/27/2026 World Investment Advisors6,390$482K0.0%N/A0.054%
4/27/2026 Private Advisor Group LLC6,390$482K0.0%+22.8%0.054%
4/27/2026 Optas LLC8,094$611K0.1%+73.3%0.068%
4/25/2026 Physician Wealth Advisors Inc.1,702$128K0.0%-27.7%0.014%
4/24/2026 Equita Financial Network Inc.39,420$2.97M0.9%+2.6%0.331%
4/22/2026 Janney Montgomery Scott LLC37,998$2.87M0.0%+493.3%0.330%
4/21/2026 RCS Financial Planning LLC3,396$256K0.1%N/A0.030%
4/21/2026 Decker Retirement Planning Inc.34,257$2.59M1.2%+9.9%0.298%
4/21/2026 Hoxton Planning & Management LLC3,388$256K0.1%N/A0.029%
4/20/2026 Kestra Private Wealth Services LLC4,485$338K0.0%-21.5%0.039%
4/20/2026 RFG Advisory LLC7,648$577K0.0%+165.4%0.067%
4/20/2026 Apella Capital LLC75,723$6.22M0.1%N/A0.658%
4/17/2026 Stewardship Advisors LLC7,113$537K0.1%+1.9%0.066%
4/17/2026 Brookstone Capital Management4,262$322K0.0%N/A0.040%
3/17/2026 Rockefeller Capital Management L.P.1,098$83K0.0%-34.0%0.013%
3/9/2026 Corient Private Wealth LLC32,026$2.41M0.0%-6.6%0.372%
3/4/2026 SHP Wealth Management478$36K0.0%N/A0.006%
2/27/2026Financially in Tune LLC5,760$433K0.4%N/A0.067%
2/19/2026 Corient Private Wealth LLC32,026$2.41M0.0%-6.6%0.372%
2/18/2026 Beacon Pointe Advisors LLC14,962$1.13M0.0%+9.4%0.174%
2/18/2026 NewEdge Advisors LLC25,196$1.89M0.0%+1.1%0.293%
2/18/2026 Main Street Financial Solutions LLC4,581$344K0.0%-27.9%0.053%
2/17/2026 Cetera Investment Advisers40,072$3.01M0.0%+1.9%0.466%
2/17/2026 Osaic Holdings Inc.29,860$2.25M0.0%-9.8%0.347%
2/17/2026 Royal Bank of Canada39,844$3.00M0.0%-8.5%0.463%
2/16/2026 MML Investors Services LLC10,847$815K0.0%+5.4%0.126%
2/16/2026 Mariner LLC6,331$476K0.0%+102.1%0.074%
2/16/2026 Cornerstone Financial Management LLC15,801$1.19M1.1%N/A0.184%
2/16/2026 Arax Advisory Partners2,667$200K0.0%N/A0.031%
2/13/2026 Ally Invest Advisors Inc.12,344$928K0.1%-8.0%0.144%
2/13/2026 Balanced Rock Investment Advisors LLC62,024$4.66M3.3%+0.6%0.721%
2/13/2026 J. Mark Nickell & Co.2,775$209K0.2%N/A0.032%
2/13/2026 Integrated Wealth Concepts LLC5,463$411K0.0%-76.7%0.064%
2/13/2026 Wells Fargo & Company MN20,819$1.57M0.0%+9.6%0.242%
2/12/2026 Jane Street Group LLC19,744$1.48M0.0%-70.8%0.230%
2/12/2026Litman Gregory Wealth Management LLC1,816$136K0.0%N/A0.021%
2/12/2026 Commonwealth Equity Services LLC20,298$1.53M0.0%-27.5%0.236%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners235,791$17.72M9.3%N/A2.742%
2/12/2026 Steward Partners Investment Advisory LLC4,528$340K0.0%-20.9%0.053%
2/12/2026CIBC Private Wealth Group LLC446$34K0.0%N/A0.005%
2/12/2026 Bank of Montreal Can33,009$2.48M0.0%+3,551.4%0.384%
2/12/2026 Connecticut Wealth Management LLC4,434$333K0.0%+9.6%0.052%
2/11/2026 LPL Financial LLC85,031$6.39M0.0%+41.3%0.989%
2/11/2026 JPMorgan Chase & Co.62,796$4.72M0.0%-9.0%0.730%
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2/11/2026 Fiera Capital Corp30,315$2.28M0.0%+21.2%0.353%
2/11/2026 IMA Advisory Services Inc.732,980$55.04M5.3%+0.2%8.523%
2/11/2026 Prudential PLC5,700$428K0.0%-18.6%0.066%
2/11/2026 Avise Financial Cooperative Inc.6,750$507K0.5%N/A0.078%
2/10/2026 Evolution Wealth Management Inc.419$31K0.0%+65.0%0.005%
2/10/2026 Mccarter Private Wealth Services LLC3,776$284K0.1%N/A0.044%
2/10/2026 Northwestern Mutual Wealth Management Co.22,879$1.72M0.0%+4.8%0.266%
2/10/2026 Savant Capital LLC6,969$524K0.0%+3.4%0.081%
2/10/2026 Moors & Cabot Inc.12,716$956K0.0%+4.8%0.148%
2/10/2026 Godfrey Financial Associates Inc.2,411$181K0.2%N/A0.028%


DMXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 269 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were IMA Advisory Services Inc. ($55.53M), Syntrinsic LLC ($36.28M), Sei Investments Co. ($28.22M), Envestnet Portfolio Solutions Inc. ($22.40M), SBE LLC DBA Cedar Cove Wealth Partners ($17.72M), SigFig Wealth Management LLC ($17.52M), and Flow Traders U.S. LLC ($16.60M).Learn more on iShares ESG Advanced MSCI EAFE ETF's institutional investors.

Of the 246 institutional investors that purchased iShares ESG Advanced MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($290.45K), SBE LLC DBA Cedar Cove Wealth Partners ($235.79K), LPL Financial LLC ($231.74K), Envestnet Asset Management Inc. ($224.18K), Sei Investments Co. ($126.87K), Jane Street Group LLC ($114.72K), and Susquehanna International Group LLP ($113.60K).

Institutional investors have bought a total of 1,362,897 shares in the last 24 months. This purchase volume represents approximately $103.41M in transactions.

Of the 61 institutional investors that sold iShares ESG Advanced MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.44M), JPMorgan Chase & Co. ($273.93K), Thrivent Financial for Lutherans ($91.90K), Jane Street Group LLC ($47.89K), NewEdge Advisors LLC ($34.66K), Assetmark Inc. ($34.40K), and One Wealth Advisors LLC ($23.70K).

Institutional investors have sold a total of 2,144,382 shares in the last 24 months. This volume of shares sold represents approximately $162.26M in transactions.


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Institutional ownership data for NASDAQ:DMXF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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