DMXF Institutional Ownership & Shareholders
ISHARES ESG ADVANC MSCI EAFE (DMXF) is currently held by 263 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $965.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northwest & Ethical Investments L.P. is currently the largest disclosed institutional shareholder of DMXF tracked by InsiderSet, reporting ownership valued at approximately $288.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $285.76M, representing an estimated loss of -0.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DMXF value among the investors covered in this analysis. Major shareholders include Northwest & Ethical Investments L.P., Envestnet Asset Management Inc, Ima Advisory Services, Inc., and several other long-term asset managers with concentrated positions in ISHARES ESG ADVANC MSCI EAFE (DMXF).
This page ranks the largest institutional DMXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
263
Total Reported Value
$965.49M
Largest Holder
Northwest & Ethical Investments L.P.
Largest Position
$288.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 6.72% | 3,409,570 | $288,449,622 | $285,756,062 | -$2,693,560 | -0.93% | |
| Envestnet Asset Management Inc | 0.02% | 1,116,943 | $94,493,392 | $93,610,993 | -$882,399 | -0.93% | |
| Ima Advisory Services, Inc. | 4.35% | 822,257 | $69,495,724 | $68,913,359 | -$582,365 | -0.84% | |
| Blackrock, Inc. | 0.00% | 774,640 | $65,534,544 | $64,922,578 | -$611,966 | -0.93% | |
| Lpl Financial Llc | 0.01% | 416,766 | $35,258,375 | $34,929,158 | -$329,217 | -0.93% | |
| Sei Investments Co | 0.03% | 389,776 | $32,975,080 | $32,667,127 | -$307,953 | -0.93% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 9.95% | 248,418 | $21,028,571 | $20,819,913 | -$208,658 | -0.99% | |
| Envestnet Portfolio Solutions, Inc. | 0.09% | 214,571 | $18,152,700 | $17,983,196 | -$169,504 | -0.93% | |
| Jpmorgan Chase & Co | 0.00% | 211,765 | $17,773,263 | $17,748,025 | -$25,238 | -0.14% | |
| Allworth Financial Lp | 0.06% | 179,916 | $15,220,910 | $15,078,760 | -$142,150 | -0.93% | |
| Rwa Wealth Partners, Llc | 0.12% | 152,267 | $12,881,835 | $12,761,497 | -$120,338 | -0.93% | |
| Susquehanna International Group, Llp | 0.01% | 125,355 | $10,605,033 | $10,506,003 | -$99,030 | -0.93% | |
| Values Added Financial Llc | 3.67% | 122,374 | $10,358,943 | $10,256,165 | -$102,778 | -0.99% | |
| Cetera Investment Advisers | 0.01% | 113,050 | $9,564,017 | $9,474,721 | -$89,297 | -0.93% | |
| Bailard, Inc. | 0.19% | 108,167 | $9,156,337 | $9,065,476 | -$90,861 | -0.99% | |
| Accredited Investors Inc. | 0.37% | 101,689 | $8,602,890 | $8,522,555 | -$80,335 | -0.93% | |
| Thrivent Financial For Lutherans | 0.01% | 75,425 | $6,372,000 | $6,321,369 | -$50,631 | -0.79% | |
| Regatta Capital Group, Llc | 0.81% | 75,232 | $6,368,397 | $6,305,194 | -$63,203 | -0.99% | |
| Apella Capital, Llc | 0.08% | 72,289 | $6,099,478 | $6,058,541 | -$40,937 | -0.67% | |
| Invera Wealth Advisors, Llc | 3.11% | 71,197 | $6,026,826 | $5,967,021 | -$59,805 | -0.99% | |
| Mml Investors Services, Llc | 0.01% | 69,211 | $5,855,272 | $5,800,574 | -$54,698 | -0.93% | |
| Financial Connections Group, Inc. | 1.97% | 75,280 | $5,679,000 | $6,309,217 | +$630,217 | +11.10% | |
| Balanced Rock Investment Advisors Llc | 3.32% | 62,987 | $5,328,700 | $5,278,940 | -$49,760 | -0.93% | |
| Royal Bank Of Canada | 0.00% | 59,385 | $5,024,000 | $4,977,057 | -$46,943 | -0.93% | |
| Modern Wealth Management, Llc | 0.06% | 54,843 | $4,639,702 | $4,596,392 | -$43,310 | -0.93% | |
| Ubs Group Ag | 0.00% | 53,990 | $4,567,554 | $4,524,902 | -$42,652 | -0.93% | |
| Sofi Wealth, Llc | 0.17% | 53,331 | $4,514,510 | $4,469,671 | -$44,839 | -0.99% | |
| Walkner Condon Financial Advisors Llc | 0.50% | 53,239 | $4,506,641 | $4,461,961 | -$44,680 | -0.99% | |
| Cwm, Llc | 0.01% | 55,675 | $4,200,694 | $4,666,122 | +$465,428 | +11.08% | |
| Equita Financial Network, Inc. | 1.07% | 44,706 | $3,784,363 | $3,746,810 | -$37,553 | -0.99% | |
| Td Waterhouse Canada Inc. | 0.01% | 43,715 | $3,674,683 | $3,663,754 | -$10,929 | -0.30% | |
| Atlantic Private Wealth, Llc | 2.23% | 42,917 | $3,630,778 | $3,596,874 | -$33,904 | -0.93% | |
| Fmr Llc | 0.00% | 42,393 | $3,586,471 | $3,552,957 | -$33,514 | -0.93% | |
| Assetmark, Inc | 0.01% | 39,394 | $3,334,702 | $3,301,611 | -$33,091 | -0.99% | |
| Janney Montgomery Scott Llc | 0.01% | 39,278 | $3,323,000 | $3,291,889 | -$31,111 | -0.94% | |
| Albion Financial Group | 0.19% | 39,175 | $3,316,130 | $3,283,257 | -$32,873 | -0.99% | |
| Flow Traders U.S. Llc | 0.13% | 38,309 | $3,241,000 | $3,210,677 | -$30,323 | -0.94% | |
| Beacon Pointe Advisors, Llc | 0.01% | 37,593 | $3,180,363 | $3,150,669 | -$29,694 | -0.93% | |
| Osaic Holdings, Inc. | 0.00% | 35,677 | $3,019,073 | $2,990,089 | -$28,984 | -0.96% | |
| Robertson Stephens Wealth Management, Llc | 0.07% | 35,520 | $3,006,768 | $2,976,931 | -$29,837 | -0.99% | |
| Atwater Malick Llc | 0.65% | 34,843 | $2,949,460 | $2,920,192 | -$29,268 | -0.99% | |
| Fiera Capital Corp | 0.01% | 34,315 | $2,903,049 | $2,875,940 | -$27,109 | -0.93% | |
| Westfuller Advisors, Llc | 0.99% | 32,125 | $2,717,741 | $2,692,396 | -$25,345 | -0.93% | |
| Northrock Partners, Llc | 0.04% | 30,831 | $2,608,302 | $2,583,946 | -$24,356 | -0.93% | |
| One Wealth Advisors, Llc | 0.28% | 30,151 | $2,550,775 | $2,526,955 | -$23,820 | -0.93% | |
| Jane Street Group, Llc | 0.00% | 30,117 | $2,547,898 | $2,524,106 | -$23,792 | -0.93% | |
| Archer Investment Management, Llc | 0.77% | 28,915 | $2,447,655 | $2,423,366 | -$24,289 | -0.99% | |
| Avise Financial Cooperative, Inc. | 1.69% | 28,211 | $2,386,658 | $2,364,364 | -$22,294 | -0.93% | |
| Wells Fargo & Company/Mn | 0.00% | 26,965 | $2,281,271 | $2,259,937 | -$21,334 | -0.94% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,093 | $2,207,466 | $2,186,854 | -$20,612 | -0.93% |
Frequently asked questions about DMXF
Who are the largest institutional holders of DMXF?
The largest institutional holders of DMXF reported in the latest SEC Form 13F filings include Northwest & Ethical Investments L.P., Envestnet Asset Management Inc, Ima Advisory Services, Inc., Blackrock, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported DMXF position.
What is DMXF institutional ownership?
This page tracks DMXF positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG ADVANC MSCI EAFE (DMXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DMXF?
InsiderSet currently tracks 263 institutional managers reporting DMXF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DMXF shareholders.
How much DMXF stock do institutions own?
Institutional investment managers disclosed approximately $965.49M in DMXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DMXF institutional ownership last updated?
The latest DMXF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DMXF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DMXF position after the reporting date.
Are institutions buying or selling DMXF?
Institutional buying and selling can be analyzed by comparing DMXF positions across consecutive 13F reporting periods. InsiderSet's DMXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DMXF ownership changes.
How has DMXF institutional ownership changed over time?
InsiderSet tracks DMXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.