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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$66.79 +0.64 (+0.97%)
Closing price 03:59 PM Eastern
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$66.77 -0.02 (-0.03%)
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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)
174
Total
Institutional Inflows
(last 12 months)
$153.62M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$24.24M
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DMXF Institutional Buying and Selling by Quarter

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iShares ESG Advanced MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025GPS Wealth Strategies Group LLC2,104$142K0.0%+8.2%0.019%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.10,652$705K0.2%-1.4%0.097%
4/14/2025Regatta Capital Group LLC27,417$1.85M0.4%-34.2%0.249%
4/14/2025Farther Finance Advisors LLC9,354$628K0.0%+19.7%0.085%
4/14/2025Park Avenue Securities LLC138,539$9.33M0.1%-34.0%1.259%
4/14/2025Patriot Financial Group Insurance Agency LLC3,060$206K0.0%-21.6%0.028%
4/14/2025Revolve Wealth Partners LLC17,449$1.18M0.2%+7.9%0.159%
4/14/2025Buttonwood Financial Group LLC3,287$210K0.1%-36.8%0.030%
4/11/2025 Atwater Malick LLC29,541$1.99M0.7%+34.0%0.266%
4/9/2025 RFG Advisory LLC9,224$621K0.0%-17.1%0.083%
4/9/2025 Merit Financial Group LLC6,517$439K0.0%N/A0.059%
4/9/2025 SigFig Wealth Management LLC231,727$15.67M0.6%-0.7%2.088%
4/9/2025 Shotwell Rutter Baer Inc17,364$1.07M0.9%+1.0%0.156%
3/17/2025Wealth Enhancement Advisory Services LLC4,125$267K0.0%N/A0.034%
2/27/2025Skyline Advisors Inc.11,188$723K0.3%-8.8%0.092%
2/27/2025XY Planning Network Inc.22,944$1.48M1.1%N/A0.188%
2/26/2025Capital A Wealth Management LLC420$27K0.0%N/A0.003%
2/25/2025Heck Capital Advisors LLC8,307$537K0.0%N/A0.068%
2/25/2025Armis Advisers LLC4,208$272K0.0%N/A0.034%
2/21/2025Ascent Group LLC3,563$230K0.0%N/A0.029%
2/20/2025Westfuller Advisors LLC30,845$1.99M1.3%+1.4%0.253%
2/17/2025Snowden Capital Advisors LLC11,487$742K0.0%+15.5%0.094%
2/17/2025LifePlan Investment Advisors Inc.6,207$401K0.2%+65.2%0.051%
2/17/2025Investor s Fiduciary Advisor Network LLC22,121$1.43M0.5%N/A0.181%
2/17/2025Gen Wealth Partners Inc3,736$241K0.1%-3.8%0.031%
2/17/2025CoreCap Advisors LLC4,417$285K0.0%+18.1%0.036%
2/17/2025Cetera Investment Advisers141,221$9.13M0.0%+14.5%1.158%
2/17/2025Captrust Financial Advisors3,899$252K0.0%+12.6%0.032%
2/17/2025Bank of America Corp DE22,327$1.44M0.0%+3.1%0.183%
2/17/2025Aptus Capital Advisors LLC6,374$412K0.0%+3.0%0.052%
2/14/2025Jane Street Group LLC30,756$1.99M0.0%N/A0.252%
2/14/2025Comerica Bank1,958$127K0.0%+15.4%0.016%
2/14/2025Capital Analysts LLC3,676$237K0.0%+33.5%0.030%
2/14/2025Integrated Wealth Concepts LLC29,738$1.92M0.0%-37.5%0.244%
2/14/2025MGO One Seven LLC17,880$1.16M0.0%+22.4%0.147%
2/14/2025Susquehanna International Group LLP55,872$3.61M0.0%N/A0.458%
2/14/2025Stifel Financial Corp3,443$222K0.0%+5.1%0.028%
2/14/2025OneDigital Investment Advisors LLC33,022$2.13M0.0%+13.5%0.271%
2/14/2025MML Investors Services LLC126,145$8.15M0.0%+5.0%1.034%
2/14/2025Freedom Investment Management Inc.10,239$662K0.1%+36.4%0.084%
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2/14/2025GeoWealth Management LLC8,749$565K0.0%+1,857.3%0.072%
2/14/2025Balanced Rock Investment Advisors LLC72,135$4.66M3.7%-27.7%0.591%
2/14/2025Concourse Financial Group Securities Inc.7,689$515K0.0%+20.6%0.063%
2/13/2025Main Street Financial Solutions LLC6,700$433K0.0%+9.1%0.055%
2/13/2025Lifelong Wealth Advisors Inc.4,127$267K0.1%N/A0.034%
2/13/2025Ally Invest Advisors Inc.9,417$609K0.1%+6.9%0.077%
2/13/2025Regal Investment Advisors LLC12,014$776K0.1%+13.3%0.098%
2/13/2025United Capital Financial Advisors LLC39,430$2.55M0.0%+10.5%0.323%
2/13/2025CreativeOne Wealth LLC5,852$378K0.0%+27.9%0.048%
2/13/2025Mariner LLC6,546$423K0.0%+105.2%0.054%
2/13/2025Savvy Advisors Inc.4,711$304K0.0%N/A0.039%
2/13/2025Sagespring Wealth Partners LLC10,728$693K0.0%N/A0.088%
2/13/2025Townsquare Capital LLC13,632$881K0.0%+59.7%0.112%
2/13/2025Elios Financial Group Inc.13,352$863K0.4%+9.0%0.109%
2/13/2025Accredited Investors Inc.59,270$3.83M0.2%+10.3%0.486%
2/13/2025Raymond James Financial Inc.8,704$562K0.0%N/A0.071%
2/13/2025Bank of Montreal Can15,509$1.00M0.0%+1,998.6%0.127%
2/13/2025Envestnet Asset Management Inc.2,320,889$149.98M0.0%+10.7%19.024%
2/13/2025Wells Fargo & Company MN16,554$1.07M0.0%+5.9%0.136%
2/13/2025Prudential PLC12,800$827K0.0%-36.0%0.105%
2/12/2025World Investment Advisors10,315$667K0.0%+10.4%0.085%
2/12/2025Franklin Resources Inc.9,063$586K0.0%+18.5%0.074%
2/12/2025O Shaughnessy Asset Management LLC3,635$235K0.0%N/A0.030%
2/12/2025Physician Wealth Advisors Inc.2,746$177K0.0%-33.3%0.023%
2/12/2025RWA Wealth Partners LLC101,562$6.56M0.1%+1.8%0.832%
2/12/2025WealthTrak Capital Management LLC383$25K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.293,900$18.99M0.0%+34.3%2.409%
2/12/2025Ariadne Wealth Management LP3,019$206K0.1%N/A0.025%
2/11/2025Congress Wealth Management LLC DE13,845$895K0.0%-6.4%0.113%
2/11/2025LPL Financial LLC425,199$27.48M0.0%+94.8%3.485%
2/11/2025Sei Investments Co.221,244$14.30M0.0%+20.2%1.813%
2/11/2025 SigFig Wealth Management LLC233,325$15.10M0.5%+14.5%1.913%
2/10/2025Thrivent Financial for Lutherans118,023$7.97M0.0%+35.3%0.967%
2/10/2025Creative Financial Designs Inc. ADV2,157$139K0.0%+29.5%0.018%
2/10/2025Harbour Investments Inc.2,934$190K0.0%+16.7%0.024%
2/10/2025Corient Private Wealth LLC31,047$2.01M0.0%+6.3%0.254%
2/10/2025Envestnet Portfolio Solutions Inc.691,050$44.66M0.1%+10.9%5.664%
2/10/2025Maiden Cove Capital LLC3,560$230K0.4%-17.4%0.029%
2/10/2025Commonwealth Equity Services LLC32,137$2.08M0.0%+12.0%0.263%
2/10/2025Farther Finance Advisors LLC7,815$505K0.0%+3.4%0.064%
2/10/2025Parkworth Wealth Management Inc.6,963$450K0.4%N/A0.057%
2/10/2025EverSource Wealth Advisors LLC8,308$537K0.0%+20.4%0.068%
2/7/2025HighTower Advisors LLC66,087$4.27M0.0%+18.4%0.542%
2/7/2025Moors & Cabot Inc.11,063$715K0.0%+18.2%0.091%
2/7/2025PNC Financial Services Group Inc.847$55K0.0%+57.4%0.007%
2/6/2025Raymond James Financial Inc.8,704$562K0.0%N/A0.071%
2/6/2025Atria Investments Inc5,172$334K0.0%-18.0%0.042%
2/6/2025Assetmark Inc.54,102$3.50M0.0%+26.6%0.443%
2/6/2025Steward Partners Investment Advisory LLC28,506$1.84M0.0%+17.2%0.234%
2/5/2025SRS Capital Advisors Inc.2,502$162K0.0%+616.9%0.021%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.

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2/5/2025Maia Wealth LLC8,300$560K0.1%+25.9%0.068%
2/5/2025Sharkey Howes & Javer30,647$1.98M0.3%+20.5%0.251%
2/5/2025EQ LLC5,113$330K0.2%+50.9%0.042%
2/4/2025Sofi Wealth LLC1,403$91K0.0%N/A0.012%
2/4/2025Wrapmanager Inc.5,006$323K0.1%-10.2%0.041%
2/4/2025Wealthgarden F.S. LLC6,440$416K0.4%N/A0.053%
2/4/2025Theory Financial LLC5,538$358K0.1%N/A0.045%
2/3/2025First Horizon Advisors Inc.4,515$292K0.0%-39.7%0.037%
2/3/2025JMG Financial Group Ltd.12,041$778K0.0%-14.9%0.100%
2/3/2025Invera Wealth Advisors LLC70,097$4.71M4.7%-1.3%0.579%
(Data available from 1/1/2016 forward)

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DMXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMXF shares?

During the previous two years, 227 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($149.98M), Envestnet Portfolio Solutions Inc. ($44.66M), Syntrinsic LLC ($36.28M), LPL Financial LLC ($27.48M), JPMorgan Chase & Co. ($18.99M), SigFig Wealth Management LLC ($15.67M), and Sei Investments Co. ($14.30M).Learn more on DMXF's institutional investors.

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

Of the 207 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), JPMorgan Chase & Co. ($103.96K), Williams Financial LLC ($95.70K), and Allworth Financial LP ($93.17K).

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

Institutional investors have bought a total of 3,577,015 shares in the last 24 months. This purchase volume represents approximately $230.04M in transactions.

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

Of the 84 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. ($522.75K), Syntrinsic LLC ($126.39K), Park Avenue Securities LLC ($77.70K), Flow Traders U.S. LLC ($43.69K), Balanced Rock Investment Advisors LLC ($35.47K), RWA Wealth Partners LLC ($30.10K), and CWM LLC ($23.39K).

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

Institutional investors have sold a total of 1,054,273 shares in the last 24 months. This volume of shares sold represents approximately $67.95M in transactions.



This page (NASDAQ:DMXF) was last updated on 4/15/2025 by MarketBeat.com Staff
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