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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$69.12 -0.33 (-0.48%)
As of 02/21/2025 04:00 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)
171
Total
Institutional Inflows
(last 12 months)
$154.23M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$18.24M
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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
2/21/2025Ascent Group LLC3,563$230K0.0%N/A0.029%
2/20/2025Westfuller Advisors LLC30,845$1.99M1.3%+1.4%0.253%
2/17/2025 Snowden Capital Advisors LLC11,487$742K0.0%+15.5%0.094%
2/17/2025 LifePlan Investment Advisors Inc.6,207$401K0.2%+65.2%0.051%
2/17/2025 Investor s Fiduciary Advisor Network LLC22,121$1.43M0.5%N/A0.181%
2/17/2025 Gen Wealth Partners Inc3,736$241K0.1%-3.8%0.031%
2/17/2025 CoreCap Advisors LLC4,417$285K0.0%+18.1%0.036%
2/17/2025 Cetera Investment Advisers141,221$9.13M0.0%+14.5%1.158%
2/17/2025 Captrust Financial Advisors3,899$252K0.0%+12.6%0.032%
2/17/2025 Bank of America Corp DE22,327$1.44M0.0%+3.1%0.183%
2/17/2025 Aptus Capital Advisors LLC6,374$412K0.0%+3.0%0.052%
2/14/2025 Jane Street Group LLC30,756$1.99M0.0%N/A0.252%
2/14/2025 Comerica Bank1,958$127K0.0%+15.4%0.016%
2/14/2025 Capital Analysts LLC3,676$237K0.0%+33.5%0.030%
2/14/2025 Integrated Wealth Concepts LLC29,738$1.92M0.0%-37.5%0.244%
2/14/2025 MGO One Seven LLC17,880$1.16M0.0%+22.4%0.147%
2/14/2025 Susquehanna International Group LLP55,872$3.61M0.0%N/A0.458%
2/14/2025 Stifel Financial Corp3,443$222K0.0%+5.1%0.028%
2/14/2025 OneDigital Investment Advisors LLC33,022$2.13M0.0%+13.5%0.271%
2/14/2025 MML Investors Services LLC126,145$8.15M0.0%+5.0%1.034%
2/14/2025 Freedom Investment Management Inc.10,239$662K0.1%+36.4%0.084%
2/14/2025 GeoWealth Management LLC8,749$565K0.0%+1,857.3%0.072%
2/14/2025 Balanced Rock Investment Advisors LLC72,135$4.66M3.7%-27.7%0.591%
2/14/2025 Concourse Financial Group Securities Inc.7,689$515K0.0%+20.6%0.063%
2/13/2025 Main Street Financial Solutions LLC6,700$433K0.0%+9.1%0.055%
2/13/2025 Lifelong Wealth Advisors Inc.4,127$267K0.1%N/A0.034%
2/13/2025 Ally Invest Advisors Inc.9,417$609K0.1%+6.9%0.077%
2/13/2025 Regal Investment Advisors LLC12,014$776K0.1%+13.3%0.098%
2/13/2025 United Capital Financial Advisors LLC39,430$2.55M0.0%+10.5%0.323%
2/13/2025 CreativeOne Wealth LLC5,852$378K0.0%+27.9%0.048%
2/13/2025 Mariner LLC6,546$423K0.0%+105.2%0.054%
2/13/2025 Savvy Advisors Inc.4,711$304K0.0%N/A0.039%
2/13/2025 Sagespring Wealth Partners LLC10,728$693K0.0%N/A0.088%
2/13/2025 Townsquare Capital LLC13,632$881K0.0%+59.7%0.112%
2/13/2025 Elios Financial Group Inc.13,352$863K0.4%+9.0%0.109%
2/13/2025 Accredited Investors Inc.59,270$3.83M0.2%+10.3%0.486%
2/13/2025 Raymond James Financial Inc.8,704$562K0.0%N/A0.071%
2/13/2025 Bank of Montreal Can15,509$1.00M0.0%+1,998.6%0.127%
2/13/2025 Envestnet Asset Management Inc.2,320,889$149.98M0.0%+10.7%19.024%
2/13/2025 Wells Fargo & Company MN16,554$1.07M0.0%+5.9%0.136%
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2/13/2025 Prudential PLC12,800$827K0.0%-36.0%0.105%
2/12/2025 World Investment Advisors10,315$667K0.0%+10.4%0.085%
2/12/2025 Franklin Resources Inc.9,063$586K0.0%+18.5%0.074%
2/12/2025 O Shaughnessy Asset Management LLC3,635$235K0.0%N/A0.030%
2/12/2025 Physician Wealth Advisors Inc.2,746$177K0.0%-33.3%0.023%
2/12/2025 RWA Wealth Partners LLC101,562$6.56M0.1%+1.8%0.832%
2/12/2025 WealthTrak Capital Management LLC383$25K0.0%N/A0.003%
2/12/2025 JPMorgan Chase & Co.293,900$18.99M0.0%+34.3%2.409%
2/12/2025 Ariadne Wealth Management LP3,019$206K0.1%N/A0.025%
2/11/2025 Congress Wealth Management LLC DE 13,845$895K0.0%-6.4%0.113%
2/11/2025 LPL Financial LLC425,199$27.48M0.0%+94.8%3.485%
2/11/2025 Sei 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%
2/10/2025 Thrivent Financial for Lutherans118,023$7.97M0.0%+35.3%0.967%
2/10/2025 Creative Financial Designs Inc. ADV2,157$139K0.0%+29.5%0.018%
2/10/2025 Harbour Investments Inc.2,934$190K0.0%+16.7%0.024%
2/10/2025 Corient Private Wealth LLC31,047$2.01M0.0%+6.3%0.254%
2/10/2025 Envestnet Portfolio Solutions Inc.691,050$44.66M0.1%+10.9%5.664%
2/10/2025 Maiden Cove Capital LLC3,560$230K0.4%-17.4%0.029%
2/10/2025 Commonwealth Equity Services LLC32,137$2.08M0.0%+12.0%0.263%
2/10/2025 Farther Finance Advisors LLC7,815$505K0.0%+3.4%0.064%
2/10/2025 Parkworth Wealth Management Inc.6,963$450K0.4%N/A0.057%
2/10/2025 EverSource Wealth Advisors LLC8,308$537K0.0%+20.4%0.068%
2/7/2025 HighTower Advisors LLC66,087$4.27M0.0%+18.4%0.542%
2/7/2025 Moors & Cabot Inc.11,063$715K0.0%+18.2%0.091%
2/7/2025 PNC Financial Services Group Inc.847$55K0.0%+57.4%0.007%
2/6/2025 Raymond James Financial Inc.8,704$562K0.0%N/A0.071%
2/6/2025 Atria Investments Inc5,172$334K0.0%-18.0%0.042%
2/6/2025 Assetmark Inc.54,102$3.50M0.0%+26.6%0.443%
2/6/2025 Steward Partners Investment Advisory LLC28,506$1.84M0.0%+17.2%0.234%
2/5/2025 SRS Capital Advisors Inc.2,502$162K0.0%+616.9%0.021%
2/5/2025 Maia Wealth LLC8,300$560K0.1%+25.9%0.068%
2/5/2025 Sharkey Howes & Javer30,647$1.98M0.3%+20.5%0.251%
2/5/2025 EQ LLC5,113$330K0.2%+50.9%0.042%
2/4/2025 Sofi Wealth LLC1,403$91K0.0%N/A0.012%
2/4/2025 Wrapmanager Inc.5,006$323K0.1%-10.2%0.041%
2/4/2025 Wealthgarden F.S. LLC6,440$416K0.4%N/A0.053%
2/4/2025 Theory Financial LLC5,538$358K0.1%N/A0.045%
2/3/2025 First Horizon Advisors Inc.4,515$292K0.0%-39.7%0.037%
2/3/2025 JMG Financial Group Ltd.12,041$778K0.0%-14.9%0.100%
2/3/2025 Invera Wealth Advisors LLC70,097$4.71M4.7%-1.3%0.579%
2/3/2025 Wealth Alliance15,197$982K0.1%+15.8%0.126%
1/31/2025 Kestra Investment Management LLC1,869$121K0.0%N/A0.015%
1/31/2025 Atria Wealth Solutions Inc.53,800$3.48M0.0%+7.9%0.445%
1/31/2025 Venturi Wealth Management LLC4,125$267K0.0%+10.5%0.034%
1/31/2025 Sanctuary Advisors LLC31,099$2.11M0.0%-6.7%0.257%
1/31/2025 Buttonwood Financial Group LLC5,203$350K0.2%+6.3%0.043%
1/31/2025 WBH Advisory Inc.3,962$256K0.0%+10.3%0.033%
1/31/2025 Pathway Financial Advisors LLC5,386$348K0.1%+2.9%0.045%
1/31/2025 JFS Wealth Advisors LLC2,157$139K0.0%+36.8%0.018%
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1/30/2025 Opes Wealth Management LLC22,095$1.43M0.3%+1.5%0.183%
1/30/2025 Copperleaf Capital LLC6,004$388K0.2%+27.7%0.050%
1/30/2025 Allworth Financial LP196,388$13.15M0.1%+7.5%1.623%
1/30/2025 Walkner Condon Financial Advisors LLC41,071$2.65M0.5%+0.8%0.339%
1/30/2025 Values Added Financial LLC55,875$3.61M2.1%+24.6%0.462%
1/29/2025 Financial Connections Group Inc.65,776$4.25M2.0%+2.6%0.544%
1/28/2025 SOA Wealth Advisors LLC.3,355$217K0.0%+8.8%0.028%
1/28/2025 Golden State Wealth Management LLC6,872$444K0.1%N/A0.057%
1/27/2025 Stratos Wealth Advisors LLC5,455$353K0.0%+3.4%0.045%
1/27/2025 Stratos Wealth Partners LTD.12,453$805K0.0%+50.4%0.103%
(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, 223 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 ($15.10M), 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 203 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 3,558,806 shares in the last 24 months. This purchase volume represents approximately $230.53M in transactions.

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

Of the 79 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), Flow Traders U.S. LLC ($43.69K), Balanced Rock Investment Advisors LLC ($35.47K), RWA Wealth Partners LLC ($30.10K), CWM LLC ($23.39K), and Integrated Wealth Concepts LLC ($18.44K).

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

Institutional investors have sold a total of 964,412 shares in the last 24 months. This volume of shares sold represents approximately $62.06M in transactions.



This page (NASDAQ:DMXF) was last updated on 2/22/2025 by MarketBeat.com Staff
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