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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$82.29 -0.14 (-0.17%)
As of 10:29 AM 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)
143
Total
Institutional Inflows
(last 12 months)
$133.51M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$182.23M
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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
5/14/2026Sei Investments Co.373,978$28.22M0.0%+4.6%3.040%
5/14/2026Lido Advisors LLC16,071$1.21M0.0%N/A0.131%
5/13/2026Cetera Investment Advisers111,097$8.38M0.0%+177.2%0.903%
5/13/2026Alesco 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%
5/1/2026 Financial Connections Group Inc.75,280$5.68M2.0%-2.4%0.622%
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%
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3/17/2026Rockefeller Capital Management L.P.1,098$83K0.0%-34.0%0.013%
3/9/2026Corient Private Wealth LLC32,026$2.41M0.0%-6.6%0.372%
3/4/2026 SHP Wealth Management478$36K0.0%N/A0.006%
2/27/2026 Financially in Tune LLC5,760$433K0.4%N/A0.067%
2/19/2026Corient Private Wealth LLC32,026$2.41M0.0%-6.6%0.372%
2/18/2026Beacon Pointe Advisors LLC14,962$1.13M0.0%+9.4%0.174%
2/18/2026NewEdge Advisors LLC25,196$1.89M0.0%+1.1%0.293%
2/18/2026Main Street Financial Solutions LLC4,581$344K0.0%-27.9%0.053%
2/17/2026Cetera Investment Advisers40,072$3.01M0.0%+1.9%0.466%
2/17/2026Osaic Holdings Inc.29,860$2.25M0.0%-9.8%0.347%
2/17/2026Royal 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%
2/16/2026Mariner LLC6,331$476K0.0%+102.1%0.074%
2/16/2026 Cornerstone Financial Management LLC15,801$1.19M1.1%N/A0.184%
2/16/2026Arax Advisory Partners2,667$200K0.0%N/A0.031%
2/13/2026 Ally Invest Advisors Inc.12,344$928K0.1%-8.0%0.144%
2/13/2026Balanced Rock Investment Advisors LLC62,024$4.66M3.3%+0.6%0.721%
2/13/2026J. Mark Nickell & Co.2,775$209K0.2%N/A0.032%
2/13/2026Integrated 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%
2/12/2026Bank 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%
2/11/2026JPMorgan Chase & Co.62,796$4.72M0.0%-9.0%0.730%
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%
2/11/2026Prudential 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%
2/10/2026Mccarter 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%
2/9/2026Harbour Investments Inc.1,134$85K0.0%-27.4%0.013%
2/6/2026 HighTower Advisors LLC62,447$4.69M0.0%-9.0%0.726%
2/5/2026 Armor Investment Advisors LLC991$74K0.0%N/A0.012%
2/5/2026 Accredited Investors Inc.83,409$6.27M0.3%+4.7%0.970%
2/5/2026 Thrivent Financial for Lutherans29,560$2.22M0.0%+982.8%0.344%
2/5/2026Allworth Financial LP176,920$13.30M0.1%-1.2%2.057%
2/4/2026 Summit Wealth Group LLC Co.13,307$1M0.1%N/A0.155%
2/4/2026 Ameritas Advisory Services LLC5,395$405K0.0%N/A0.063%
2/4/2026 Urban Financial Advisory Corp10,606$797K0.3%+3.3%0.123%
2/4/2026 Bailard Inc.89,862$6.75M0.1%+14.6%1.045%
The US sanctioned itself out of world reserve status… (Ad)

Russia and Iran are both bypassing the US petrodollar - settling oil trades in alternative currencies while central banks buy gold at the fastest pace on record, four years running. Analyst Garrett Goggin, CFA, CMT says his readers are already sitting on gains of 1,200% over the last two years. He believes the gold bull market has more room to run - and four undervalued miners may offer more upside than bullion at today's prices.tc pixel

Read Garrett's breakdown of the top four undervalued gold miners now
2/3/2026 RFG Advisory LLC2,882$217K0.0%-64.5%0.034%
2/2/2026 One Wealth Advisors LLC14,310$1.08M0.1%-15.5%0.166%
2/2/2026 Opes Wealth Management LLC19,970$1.50M0.2%+0.8%0.232%
1/30/2026 Sofi Wealth LLC27,270$2.05M0.1%+21.6%0.317%
1/29/2026 Kestra Private Wealth Services LLC5,712$429K0.0%+2.3%0.066%
1/29/2026 Physician Wealth Advisors Inc.2,355$177K0.0%-9.9%0.027%
1/29/2026 UBS Group AG55,410$4.17M0.0%+1.0%0.644%
1/29/2026 Golden State Equity Partners2,911$219K0.0%N/A0.034%
1/29/2026 Equita Financial Network Inc.38,422$2.89M0.9%+2.9%0.447%
1/29/2026 Dunhill Financial LLC831$62K0.0%+225.9%0.010%


DMXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 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 245 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), Envestnet Asset Management Inc. ($253.62K), SBE LLC DBA Cedar Cove Wealth Partners ($235.79K), LPL Financial LLC ($231.74K), Sei Investments Co. ($213.48K), Cetera Investment Advisers ($148.64K), and Jane Street Group LLC ($114.72K).

Institutional investors have bought a total of 1,790,136 shares in the last 24 months. This purchase volume represents approximately $133.51M in transactions.

Of the 87 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. ($1.47M), JPMorgan Chase & Co. ($279.19K), Thrivent Financial for Lutherans ($91.90K), Jane Street Group LLC ($87.50K), Flow Traders U.S. LLC ($71.27K), Envestnet Portfolio Solutions Inc. ($36.52K), and Assetmark Inc. ($34.40K).

Institutional investors have sold a total of 2,414,943 shares in the last 24 months. This volume of shares sold represents approximately $182.23M in transactions.


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This page (NASDAQ:DMXF) was last updated on 5/14/2026 by MarketBeat.com Staff.
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