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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

$64.93 -0.22 (-0.34%)
As of 10:53 AM Eastern
Compare

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)
$94.68M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$18.88M
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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
1/7/2025One Wealth Capital Management LLC8,863$573K0.3%N/A0.074%
1/7/2025Diversified Trust Co9,441$610K0.0%+7.8%0.079%
1/3/2025 Central Pacific Bank Trust Division3,374$218K0.0%+517.9%0.031%
12/26/2024JPMorgan Chase & Co.218,839$15.77M0.0%+15.2%2.026%
12/13/2024B. Riley Wealth Advisors Inc.4,174$298K0.0%-10.9%0.039%
11/25/2024World Investment Advisors LLC9,345$673K0.0%+19.7%0.087%
11/25/2024Sanctuary Advisors LLC33,326$2.21M0.0%+36.5%0.309%
11/15/2024Clarity Asset Management Inc.562$41K0.0%N/A0.005%
11/15/2024MML Investors Services LLC120,086$8.65M0.0%+15.6%1.112%
11/15/2024Integrated Wealth Concepts LLC47,601$3.43M0.0%+73.0%0.441%
11/15/2024HighTower Advisors LLC55,830$4.03M0.0%+4.6%0.517%
11/14/2024Captrust Financial Advisors3,463$249K0.0%N/A0.032%
11/14/2024National Wealth Management Group LLC2,998$216K0.1%N/A0.028%
11/14/2024CreativeOne Wealth LLC4,577$330K0.0%+41.0%0.042%
11/13/2024Freedom Investment Management Inc.7,509$541K0.0%+10.3%0.070%
11/13/2024Townsquare Capital LLC8,536$615K0.0%+33.7%0.079%
11/13/2024FMR LLC25,055$1.81M0.0%+19.6%0.232%
11/13/2024Elios Financial Group Inc.12,246$882K0.4%N/A0.113%
11/8/2024First Horizon Advisors Inc.7,489$540K0.0%+25.0%0.069%
11/8/2024Spectrum Planning & Advisory Services Inc.3,675$265K0.3%N/A0.034%
11/8/2024Equita Financial Network Inc.35,407$2.55M0.9%+13.2%0.328%
11/7/2024Pathstone Holdings LLC27,088$1.95M0.0%+4.3%0.251%
11/7/2024EQ LLC3,389$244K0.1%N/A0.031%
11/7/2024Westfuller Advisors LLC30,431$2.19M1.6%N/A0.282%
11/7/2024Thrivent Financial for Lutherans87,201$6.28M0.0%+50.0%0.807%
11/6/2024Accredited Investors Inc.53,741$3.87M0.2%-0.5%0.498%
11/6/2024OneDigital Investment Advisors LLC29,099$2.10M0.0%+18.4%0.269%
11/5/2024Aptus Capital Advisors LLC6,187$446K0.0%-12.0%0.057%
11/5/2024Keystone Financial Services8,174$589K0.2%+30.6%0.076%
11/4/2024Maiden Cove Capital LLC3,493$235K0.5%N/A0.032%
11/1/2024Atria Investments Inc6,310$455K0.0%+26.1%0.058%
11/1/2024Assetmark Inc.42,726$3.08M0.0%+42.6%0.396%
11/1/2024Fiera Capital Corp27,545$1.98M0.0%+40.8%0.255%
10/31/2024Walkner Condon Financial Advisors LLC40,754$2.94M0.6%-12.3%0.377%
10/30/2024Maia Wealth LLC6,594$453K0.1%+23.2%0.061%
10/30/2024Austin Private Wealth LLC14,461$1.04M0.1%+20.1%0.134%
10/29/2024Opes Wealth Management LLC21,760$1.57M0.3%+3.1%0.201%
10/29/2024Janney Montgomery Scott LLC36,502$2.63M0.0%+26.7%0.338%
10/29/2024Optas LLC7,037$507K0.1%+3.3%0.065%
10/29/2024Farther Finance Advisors LLC7,559$545K0.0%+32.5%0.070%
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10/28/2024Values Added Financial LLC44,845$3.23M2.0%+26.5%0.415%
10/28/2024Wade Financial Advisory Inc20,950$1.51M0.5%+21.7%0.194%
10/25/2024JFS Wealth Advisors LLC1,577$114K0.0%+16.8%0.015%
10/25/2024Strategic Blueprint LLC6,609$476K0.0%+15.8%0.061%
10/25/2024Diversify Advisory Services LLC10,263$710K0.0%-7.8%0.095%
10/24/2024Patriot Financial Group Insurance Agency LLC5,255$379K0.1%+2.9%0.049%
10/23/2024Allworth Financial LP182,605$13.16M0.1%+3.1%1.691%
10/23/2024West Wealth Group LLC4,744$342K0.1%+21.0%0.044%
10/23/2024MA Private Wealth8,250$594K0.1%+2.8%0.076%
10/23/2024Mount Yale Investment Advisors LLC5,693$410K0.0%+13.5%0.053%
10/23/2024Klaas Financial Asset Advisors LLC41,680$3.00M0.5%-0.6%0.386%
10/22/2024Private Advisor Group LLC5,228$377K0.0%N/A0.048%
10/22/2024My Legacy Advisors LLC3,416$246K0.1%N/A0.032%
10/22/2024Warner Financial Inc.7,383$532K0.2%+38.6%0.068%
10/21/2024Horst & Graben Wealth Management LLC27,970$2.02M0.4%+16.5%0.259%
10/21/2024Stewardship Advisors LLC4,236$305K0.1%N/A0.039%
10/21/2024Sharkey Howes & Javer25,438$1.83M0.3%+18.8%0.236%
10/21/2024Trilogy Capital Inc.2,886$208K0.0%N/A0.027%
10/19/2024Keener Financial Planning LLC2,416$174K0.1%-10.6%0.022%
10/18/2024Revolve Wealth Partners LLC14,529$1.05M0.2%+9.5%0.135%
10/18/2024Stratos Wealth Advisors LLC5,275$380K0.0%-14.6%0.049%
10/16/2024Financial Advisors LLC5,040$363K0.1%N/A0.047%
10/16/2024One Wealth Advisors LLC53,073$3.82M0.6%+12.0%0.491%
10/16/2024Halbert Hargrove Global Advisors LLC17,119$1.23M0.1%-8.8%0.159%
10/16/2024Physician Wealth Advisors Inc.4,120$288K0.1%+34.3%0.038%
10/15/2024Regatta Capital Group LLC37,426$2.70M0.5%+15.1%0.347%
10/15/2024Magnus Financial Group LLC8,010$577K0.1%+23.3%0.074%
10/15/2024First Pacific Financial14,658$1.06M0.2%N/A0.136%
10/11/2024Creative Planning13,935$1.00M0.0%+1.6%0.129%
10/10/2024Johnson Bixby & Associates LLC4,478$323K0.0%-13.3%0.041%
10/10/2024Concourse Financial Group Securities Inc.6,374$459K0.0%+36.1%0.059%
10/10/2024Atwater Malick LLC22,039$1.59M0.5%+7.7%0.204%
10/9/2024Syntrinsic LLC504,017$36.28M12.1%-20.0%4.667%
10/8/2024CWM LLC3,050$220K0.0%-41.1%0.028%
10/8/2024Hoxton Planning & Management LLC3,402$245K0.1%N/A0.032%
10/8/2024Sugarloaf Wealth Management LLC2,259$163K0.0%+38.1%0.021%
10/8/2024Skyline Advisors Inc.12,274$884K0.4%+1.8%0.114%
10/7/2024Shotwell Rutter Baer Inc17,226$1.22M1.0%+5.7%0.160%
10/3/2024Monterey Private Wealth Inc.5,330$384K0.1%+2.9%0.049%
10/3/2024Park Avenue Securities LLC186,774$13.46M0.2%+26.8%1.729%
9/5/2024Sanctuary Advisors LLC24,419$1.61M0.0%N/A0.247%
8/26/2024Ariadne Wealth Management LP3,132$211K0.1%N/A0.032%
8/22/2024Cetera Investment Advisers96,199$6.49M0.0%+2.0%0.972%
8/19/2024B. Riley Wealth Advisors Inc.4,683$316K0.0%-27.0%0.047%
8/16/2024Regal Investment Advisors LLC7,776$524K0.0%+4.2%0.079%
8/16/2024Northwestern Mutual Wealth Management Co.14,338$967K0.0%+8.4%0.145%
8/14/2024Bank of Montreal Can16,921$1.15M0.0%+1,853.9%0.171%
8/14/2024EverSource Wealth Advisors LLC5,788$400K0.0%+626.2%0.058%
8/14/2024Mount Yale Investment Advisors LLC5,018$338K0.0%-30.3%0.051%
8/13/2024Thrivent Financial for Lutherans58,142$3.92M0.0%+3.3%0.587%
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8/13/2024Sei Investments Co.151,060$10.19M0.0%+134.4%1.526%
8/13/2024Benjamin F. Edwards & Company Inc.840$57K0.0%N/A0.008%
8/10/2024Wealth Alliance11,570$780K0.1%+1.5%0.117%
8/9/2024Moors & Cabot Inc.9,363$631K0.0%+7.7%0.095%
8/9/2024SigFig Wealth Management LLC183,724$12.39M0.5%+11.3%1.856%
8/9/2024Pine Harbor Wealth Management LLC3,460$233K0.1%N/A0.035%
8/8/2024Williams Financial LLC47,851$3.23M0.8%N/A0.483%
8/8/2024Envestnet Asset Management Inc.1,673,425$112.84M0.0%+1.8%16.903%
8/8/2024Syntrinsic LLC630,402$42.48M14.1%+4.7%6.368%
8/8/2024Main Street Financial Solutions LLC6,096$411K0.0%-6.2%0.062%
(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, 184 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($112.84M), Syntrinsic LLC ($36.28M), Envestnet Portfolio Solutions Inc. ($33.53M), JPMorgan Chase & Co. ($15.77M), Park Avenue Securities LLC ($13.46M), Allworth Financial LP ($13.16M), and SigFig Wealth Management LLC ($12.39M).Learn more on DMXF's institutional investors.

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

Of the 161 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. ($497.25K), Sei Investments Co. ($151.06K), Flow Traders U.S. LLC ($139.72K), Williams Financial LLC ($95.70K), Allworth Financial LP ($79.39K), Invera Wealth Advisors LLC ($70.39K), and LPL Financial LLC ($65.33K).

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

Institutional investors have bought a total of 2,508,606 shares in the last 24 months. This purchase volume represents approximately $169.86M in transactions.

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

Of the 70 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), RWA Wealth Partners LLC ($30.10K), CWM LLC ($23.39K), Fiera Capital Corp ($14.30K), and Klaas Financial Asset Advisors LLC ($11.14K).

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

Institutional investors have sold a total of 904,234 shares in the last 24 months. This volume of shares sold represents approximately $58.65M in transactions.


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This page (NASDAQ:DMXF) was last updated on 1/8/2025 by MarketBeat.com Staff
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