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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$85.29 +1.10 (+1.31%)
Closing price 03:54 PM Eastern
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$85.30 +0.00 (+0.01%)
As of 04:15 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)
132
Total
Institutional Inflows
(last 12 months)
$105.09M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$157.24M
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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
9/23/2026Envestnet Portfolio Solutions Inc.214,571$18.15M0.1%+1.1%1.916%
9/23/2026Envestnet Asset Management Inc.1,116,943$94.49M0.0%+0.9%9.973%
9/9/2026Capital Analysts LLC2,663$225K0.0%+23.7%0.023%
9/9/2026Integrated Wealth Concepts LLC26,093$2.21M0.0%+2.8%0.221%
9/9/2026RFG Advisory LLC7,144$604K0.0%-6.6%0.061%
9/9/2026NewEdge Advisors LLC14,206$1.20M0.0%+35.4%0.120%
9/8/2026Allworth Financial LP179,916$15.22M0.1%+1.1%1.525%
8/28/2026Cornerstone Financial Management LLC16,897$1.43M1.2%+6.0%0.143%
8/23/2026Atlantic Private Wealth LLC42,917$3.63M2.2%-2.9%0.364%
8/23/2026Endeavor Private Wealth Inc.2,729$231K0.1%N/A0.023%
8/23/2026Figure 8 Investment Strategies LLC18,840$1.59M1.4%+11.4%0.160%
8/22/2026SeedSafe Financial LLC56,700$4.80M3.4%N/A0.481%
8/22/2026Highland Investment Advisors LLC450$38K0.0%N/A0.004%
8/22/2026LifePlan Investment Advisors Inc.3,667$310K0.1%-5.4%0.031%
8/22/2026Concurrent Investment Advisors LLC3,876$328K0.0%+28.0%0.033%
8/21/2026Continuum Advisory LLC493$42K0.0%N/A0.004%
7/10/2026KWB Wealth4,003$339K0.0%N/A0.028%
7/10/2026Warner Financial Inc.20,031$1.70M0.5%+7.8%0.139%
7/9/2026Revolve Wealth Partners LLC17,654$1.49M0.2%-2.7%0.123%
7/9/2026Focus Financial Network Inc.2,392$202K0.0%N/A0.017%
7/8/2026Archer Investment Management LLC21,610$1.83M0.6%-8.1%0.150%
7/7/2026Pathway Financial Advisors LLC6,587$554K0.1%+11.0%0.046%
6/3/2026NewEdge Advisors LLC10,490$791K0.0%-58.4%0.085%
5/19/2026Western Wealth Management LLC727$55K0.0%N/A0.006%
5/19/2026NewEdge Advisors LLC10,490$791K0.0%-58.4%0.085%
5/19/2026Bank of America Corp DE21,975$1.66M0.0%-7.6%0.179%
5/18/2026EverSource Wealth Advisors LLC3,497$264K0.0%N/A0.028%
5/18/2026Royal Bank of Canada48,493$3.66M0.0%+21.7%0.394%
5/15/2026Gateway Wealth Partners LLC6,195$467K0.0%N/A0.050%
5/15/2026Wealth Alliance LLC5,899$445K0.0%N/A0.048%
5/14/2026Modern Wealth Management LLC47,067$3.61M0.1%+63.2%0.383%
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%
5/8/2026PNC Financial Services Group Inc.340$26K0.0%N/A0.003%
5/8/2026Atlantic Private Wealth LLC44,188$3.33M2.2%+5.2%0.359%
5/7/2026Arjuna Capital31,078$2.35M0.6%+6.3%0.253%
5/6/2026IMA Advisory Services Inc.736,635$55.53M5.4%+0.5%5.989%
5/6/2026Cornerstone Planning Group LLC2,602$210K0.0%N/A0.021%
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5/6/2026Assetmark Inc.29,397$2.22M0.0%+1,343.9%0.239%
5/6/2026Gould Asset Management LLC CA20,670$1.56M0.3%+6.3%0.168%
5/6/2026Sofi Wealth LLC33,590$2.53M0.1%+23.2%0.273%
5/5/2026Navigation Group LLC3,832$289K0.1%N/A0.031%
5/5/2026Bank of New York Mellon Corp15,143$1.14M0.0%N/A0.123%
5/5/2026Theory Financial LLC3,000$226K0.1%N/A0.024%
5/5/2026Sanctuary Advisors LLC18,517$1.40M0.0%+143.1%0.151%
5/5/2026Wealthgarden F.S. LLC3,847$290K0.2%N/A0.031%
5/2/2026Diversify Wealth Management LLC2,741$216K0.0%N/A0.023%
5/1/2026Fifth Third Bancorp827$62K0.0%N/A0.007%
5/1/2026Financial Connections Group Inc.75,280$5.68M2.0%-2.4%0.622%
4/30/2026Accredited Investors Inc.84,629$6.39M0.3%+1.5%0.699%
4/29/2026Horst & Graben Wealth Management LLC15,788$1.27M0.2%N/A0.133%
4/28/2026Ascentis Independent Advisors1,765$133K0.0%-39.4%0.015%
4/28/2026Walkner Condon Financial Advisors LLC49,039$3.70M0.5%+2.6%0.412%
4/28/2026NBT Bank N A NY1,815$137K0.0%+15.5%0.015%
4/27/2026PFG Investments LLC3,933$297K0.0%+35.2%0.033%
4/27/2026World Investment Advisors6,390$482K0.0%N/A0.054%
4/27/2026Private Advisor Group LLC6,390$482K0.0%+22.8%0.054%
4/27/2026Optas LLC8,094$611K0.1%+73.3%0.068%
4/25/2026Physician Wealth Advisors Inc.1,702$128K0.0%-27.7%0.014%
4/24/2026Equita Financial Network Inc.39,420$2.97M0.9%+2.6%0.331%
4/22/2026Janney Montgomery Scott LLC37,998$2.87M0.0%+493.3%0.330%
4/21/2026RCS Financial Planning LLC3,396$256K0.1%N/A0.030%
4/21/2026Decker Retirement Planning Inc.34,257$2.59M1.2%+9.9%0.298%
4/21/2026Hoxton Planning & Management LLC3,388$256K0.1%N/A0.029%
4/20/2026Kestra Private Wealth Services LLC4,485$338K0.0%-21.5%0.039%
4/20/2026RFG Advisory LLC7,648$577K0.0%+165.4%0.067%
4/20/2026Apella Capital LLC75,723$6.22M0.1%N/A0.658%
4/17/2026Stewardship Advisors LLC7,113$537K0.1%+1.9%0.066%
4/17/2026Brookstone Capital Management4,262$322K0.0%N/A0.040%
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%
3/4/2026SHP Wealth Management478$36K0.0%N/A0.006%
2/27/2026Financially 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%
2/16/2026MML Investors Services LLC10,847$815K0.0%+5.4%0.126%
2/16/2026Mariner LLC6,331$476K0.0%+102.1%0.074%
2/16/2026Cornerstone Financial Management LLC15,801$1.19M1.1%N/A0.184%
2/16/2026Arax Advisory Partners2,667$200K0.0%N/A0.031%
2/13/2026Ally 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%
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2/13/2026Wells Fargo & Company MN20,819$1.57M0.0%+9.6%0.242%
2/12/2026Jane Street Group LLC19,744$1.48M0.0%-70.8%0.230%
2/12/2026Litman Gregory Wealth Management LLC1,816$136K0.0%N/A0.021%
2/12/2026Commonwealth Equity Services LLC20,298$1.53M0.0%-27.5%0.236%
2/12/2026SBE LLC DBA Cedar Cove Wealth Partners235,791$17.72M9.3%N/A2.742%
2/12/2026Steward 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%
2/12/2026Connecticut Wealth Management LLC4,434$333K0.0%+9.6%0.052%
2/11/2026LPL Financial LLC85,031$6.39M0.0%+41.3%0.989%


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 Envestnet Asset Management Inc. ($94.49M), IMA Advisory Services Inc. ($55.53M), Syntrinsic LLC ($36.28M), Sei Investments Co. ($28.22M), Envestnet Portfolio Solutions Inc. ($18.15M), SBE LLC DBA Cedar Cove Wealth Partners ($17.72M), and SigFig Wealth Management LLC ($17.52M).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), Envestnet Asset Management Inc. ($234.40K), LPL Financial LLC ($231.74K), 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 1,382,059 shares in the last 24 months. This purchase volume represents approximately $105.09M in transactions.

Of the 62 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), Jane Street Group LLC ($47.89K), NewEdge Advisors LLC ($34.66K), Assetmark Inc. ($34.40K), One Wealth Advisors LLC ($23.70K), and Thrivent Financial for Lutherans ($22.38K).

Institutional investors have sold a total of 2,076,639 shares in the last 24 months. This volume of shares sold represents approximately $157.24M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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