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iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

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$68.83
+0.54 (+0.79%)
(As of 05/14/2024 ET)
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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)
101
Total
Institutional Inflows
(last 12 months)
$89.27M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$44.56M
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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
5/14/2024Biltmore Family Office LLC2,500$170K0.0%-78.3%0.026%
5/14/2024CreativeOne Wealth LLC3,382$230K0.0%N/A0.035%
5/13/2024 Balanced Rock Investment Advisors LLC93,740$6.39M5.4%-7.8%0.976%
5/9/2024 SageView Advisory Group LLC30,411$2.07M0.1%N/A0.317%
5/8/2024 Avantax Advisory Services Inc.9,159$624K0.0%+14.9%0.095%
5/7/2024 Sei Investments Co.64,447$4.39M0.0%N/A0.671%
5/6/2024 Envestnet Portfolio Solutions Inc.496,401$33.82M0.1%+0.4%5.171%
5/4/2024 Financial Connections Group Inc.60,812$4.14M4.5%+8.1%0.633%
5/4/2024 Gould Asset Management LLC CA18,100$1.23M0.3%+28.8%0.189%
5/4/2024 Buck Wealth Strategies LLC3,166$216K0.1%N/A0.033%
5/1/2024 Janney Montgomery Scott LLC28,092$1.91M0.0%+34.0%0.293%
5/1/2024 Concourse Financial Group Securities Inc.4,138$282K0.0%+28.0%0.043%
5/1/2024 Diversify Advisory Services LLC10,831$738K0.0%N/A0.113%
4/30/2024 JMG Financial Group Ltd.14,102$961K0.0%+18.2%0.147%
4/30/2024 Perigon Wealth Management LLC4,974$339K0.0%+20.4%0.052%
4/30/2024Commonwealth Equity Services LLC18,959$1.29M0.0%+6.9%0.197%
4/26/2024 Crestone Asset Management LLC12,376$843K0.2%+14.3%0.129%
4/25/2024 Values Added Financial LLC34,835$2.37M1.9%-1.0%0.363%
4/25/2024 Klaas Financial Asset Advisors LLC48,601$3.31M0.7%+4.1%0.506%
4/24/2024 Spire Wealth Management2,433$166K0.0%-9.2%0.025%
4/23/2024 Regatta Capital Group LLC27,260$1.86M0.4%N/A0.284%
4/23/2024 Strategic Blueprint LLC5,734$391K0.0%+3.4%0.060%
4/23/2024 Hanson & Doremus Investment Management417$28K0.0%N/A0.004%
4/22/2024 Johnson Bixby & Associates LLC5,507$375K0.1%-6.3%0.057%
4/22/2024Invera Wealth Advisors LLC69,251$4.48M3.7%+0.6%0.721%
4/22/2024 Horst & Graben Wealth Management LLC23,762$1.62M0.3%+4.3%0.248%
4/19/2024 Albion Financial Group UT25,769$1.76M0.1%+5.9%0.268%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.10,918$744K0.2%-1.9%0.114%
4/18/2024 Diversified Trust Co8,758$597K0.0%+2.3%0.091%
4/18/2024 Skyline Advisors Inc.11,794$804K0.4%+2.7%0.123%
4/18/2024 Optas LLC6,792$463K0.1%-10.6%0.071%
4/17/2024 Physician Wealth Advisors Inc.3,096$202K0.0%N/A0.032%
4/16/2024 Atwater Malick LLC20,462$1.39M0.5%+8.1%0.213%
4/16/2024 Dohj LLC23,379$1.59M0.4%N/A0.244%
4/15/2024 Revolve Wealth Partners LLC10,619$723K0.1%+39.0%0.111%
4/12/2024 Austin Private Wealth LLC11,986$814K0.1%+10.0%0.125%
4/11/2024 Buttonwood Financial Group LLC3,415$233K0.1%N/A0.036%
4/10/2024 Parkside Advisors LLC25,866$1.76M0.5%-0.9%0.275%
4/10/2024 Pathway Financial Advisors LLC5,232$356K0.1%-18.0%0.056%
4/10/2024 Park Avenue Securities LLC144,488$9.84M0.1%+4.1%1.537%
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4/5/2024 VERITY Wealth Advisors12,840$875K0.7%+27.5%0.137%
4/1/2024 IMPACTfolio LLC34,915$2.38M1.4%N/A0.388%
3/15/2024 Hart & Patterson Financial Group LLC5,527$353K0.2%N/A0.061%
3/15/2024 Skyline Advisors Inc.11,480$733K0.3%N/A0.128%
3/15/2024B. Riley Wealth Advisors Inc.3,866$247K0.0%-39.7%0.043%
2/21/2024Adroit Compliance LLC46,701$2.98M0.8%N/A0.519%
2/14/2024Tcwp LLC12,020$768K2.2%-20.7%0.134%
2/13/2024Morningstar Investment Services LLC18,224$1.17M0.0%+232.9%0.202%
2/13/2024 Envestnet Asset Management Inc.1,558,346$99.55M0.0%+0.4%17.315%
2/12/2024Steward Partners Investment Advisory LLC16,883$1.08M0.0%+13.9%0.188%
2/9/2024 Congress Wealth Management LLC DE 15,296$977K0.0%+11.8%0.170%
2/9/2024 Atlantic Private Wealth LLC42,771$2.73M2.4%-1.1%0.475%
2/9/2024 Assetmark Inc.24,763$1.58M0.0%+10.1%0.275%
2/9/2024 Corient Private Wealth LLC30,256$1.93M0.0%+1.6%0.336%
2/8/2024 Main Street Financial Solutions LLC6,629$423K0.1%-2.5%0.074%
2/8/2024 SigFig Wealth Management LLC147,693$9.44M0.4%+17.8%1.641%
2/8/2024 Fiera Capital Corp25,910$1.66M0.0%+297.4%0.288%
2/8/2024 Klaas Financial Asset Advisors LLC46,701$2.98M0.6%-18.9%0.519%
2/8/2024 Janney Montgomery Scott LLC20,967$1.34M0.0%+9.4%0.233%
2/7/2024 Envestnet Portfolio Solutions Inc.494,544$31.59M0.1%+0.8%5.495%
2/7/2024 JFS Wealth Advisors LLC1,242$79K0.0%N/A0.014%
2/7/2024 AGF Management Ltd.6,000$383K0.0%-6.3%0.067%
2/7/2024Accredited Investors Inc.47,503$3.03M0.2%+18.1%0.528%
2/7/2024 Principal Securities Inc.1,350$86K0.0%N/A0.015%
2/7/2024 Wrapmanager Inc.5,960$381K0.1%-3.6%0.066%
2/7/2024 Concourse Financial Group Securities Inc.3,233$207K0.0%+316.1%0.036%
2/6/2024 Crestone Asset Management LLC10,826$692K0.2%+7.8%0.120%
2/6/2024 Apollon Wealth Management LLC3,211$205K0.0%N/A0.036%
2/6/2024 Spire Wealth Management2,679$169K0.0%+35.0%0.030%
2/2/2024 Gould Asset Management LLC CA14,050$898K0.2%+38.4%0.158%
2/2/2024 Atria Wealth Solutions Inc.38,538$2.46M0.0%+2.3%0.433%
2/2/2024 JMG Financial Group Ltd.11,926$762K0.0%-18.7%0.134%
2/1/2024 RWA Wealth Partners LLC96,155$6.14M0.1%-23.8%1.080%
2/1/2024 CWM LLC8,796$562K0.0%-69.7%0.099%
1/31/2024 Goodwin Investment Advisory3,404$217K0.1%-41.2%0.038%
1/30/2024SVB Wealth LLC3,838$245K0.0%-16.8%0.043%
1/29/2024 Tennessee Valley Asset Management Partners400$26K0.0%N/A0.004%
1/26/2024 Financial Connections Group Inc.56,252$3.59M2.3%+8.8%0.632%
1/26/2024 Keener Financial Planning LLC2,702$173K0.1%N/A0.030%
1/26/2024 Optas LLC7,599$486K0.1%-15.1%0.085%
1/25/2024One Wealth Management Investment & Advisory Services LLC5,469$349K0.2%N/A0.061%
1/25/2024 RKL Wealth Management LLC3,175$203K0.0%N/A0.036%
1/24/2024 Allworth Financial LP159,285$10.18M0.1%+11.3%1.790%
1/24/2024 International Assets Investment Management LLC1,022$65K0.0%N/A0.011%
1/24/2024 Halbert Hargrove Global Advisors LLC18,231$1.17M0.1%N/A0.205%
1/24/2024 Walkner Condon Financial Advisors LLC46,450$2.97M0.7%+8.3%0.522%
1/23/2024 Leonard Rickey Investment Advisors P.L.L.C.11,127$711K0.2%+3.9%0.125%
1/23/2024 Venturi Wealth Management LLC3,537$226K0.0%+5.1%0.040%
1/18/2024 McGlone Suttner Wealth Management Inc.560$36K0.0%N/A0.006%
1/18/2024 Austin Private Wealth LLC10,895$696K0.1%+6.1%0.122%
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1/18/2024 Values Added Financial LLC35,185$2.25M1.8%-10.7%0.395%
1/18/2024 Shotwell Rutter Baer Inc16,764$1.07M1.0%N/A0.188%
1/17/2024Invera Wealth Advisors LLC68,848$4.40M2.8%N/A0.774%
1/16/2024 Raymond James Financial Services Advisors Inc.4,703$300K0.0%-29.5%0.053%
1/16/2024 Raymond James & Associates3,611$231K0.0%-7.7%0.041%
1/16/2024CoreCap Advisors LLC3,579$229K0.0%-4.6%0.040%
1/16/2024Wealthsource Partners LLC15,763$1.01M0.1%-5.0%0.177%
1/12/2024 Revolve Wealth Partners LLC7,638$488K0.1%N/A0.086%
1/11/2024 SOA Wealth Advisors LLC.3,073$196K0.0%+5.8%0.035%
1/10/2024 Marcum Wealth LLC3,377$216K0.0%N/A0.038%
(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, 141 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($99.55M), Envestnet Portfolio Solutions Inc. ($33.82M), Allworth Financial LP ($10.18M), Park Avenue Securities LLC ($9.84M), SigFig Wealth Management LLC ($9.44M), Osaic Holdings Inc. ($9.18M), and Adviser Investments LLC ($7.21M).Learn more on DMXF's institutional investors.

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

Of the 115 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. ($496.40K), Flow Traders U.S. LLC ($207.66K), OLD Mission Capital LLC ($95.36K), Allworth Financial LP ($73.88K), Invera Wealth Advisors LLC ($69.25K), LPL Financial LLC ($65.33K), and Sei Investments Co. ($64.45K).

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

Institutional investors have bought a total of 1,891,662 shares in the last 24 months. This purchase volume represents approximately $134.40M in transactions.

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

Of the 58 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), Flow Traders U.S. LLC ($43.69K), RWA Wealth Partners LLC ($30.10K), CWM LLC ($21.26K), Klaas Financial Asset Advisors LLC ($10.90K), Biltmore Family Office LLC ($10.63K), and Optas LLC ($10.40K).

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

Institutional investors have sold a total of 741,569 shares in the last 24 months. This volume of shares sold represents approximately $47.28M in transactions.


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This page (NASDAQ:DMXF) was last updated on 5/15/2024 by MarketBeat.com Staff

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