Who owns iShares ESG Advanced MSCI EAFE ETF?
Institutional ownership of DMXF from SEC Form 13F filings across 170 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
170
13F holders
$524.6M
value, 2026 filers
45%
of shares outstanding (6.5M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DMXF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $94.5M | 0.0% | 7.8% | +0.9% |
| 2 | IMA Advisory Services, Inc. | 822,257 | $69.5M | 4.3% | 5.7% | +11.6% |
| 3 | BlackRock, Inc. | 774,640 | $65.5M | 0.0% | 5.4% | -7.9% |
| 4 | LPL Financial LLC | 416,766 | $35.3M | 0.0% | 2.9% | +15.9% |
| 5 | SEI INVESTMENTS CO | 389,776 | $33.0M | 0.0% | 2.7% | +4.2% |
| 6 | Envestnet Portfolio Solutions, Inc. | 214,571 | $18.2M | 0.1% | 1.5% | +1.1% |
| 7 | JPMORGAN CHASE & CO | 211,765 | $17.8M | 0.0% | 1.5% | +0.5% |
| 8 | Allworth Financial LP | 179,916 | $15.2M | 0.1% | 1.2% | +1.1% |
| 9 | RWA WEALTH PARTNERS, LLC | 152,267 | $12.9M | 0.1% | 1.1% | +2.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 125,355 | $10.6M | 0.0% | 0.9% | -11.6% |
| 11 | Cetera Investment Advisers | 113,050 | $9.6M | 0.0% | 0.8% | +1.8% |
| 12 | PARK AVENUE SECURITIES LLC | 104,605 | $8,850 | 0.1% | 0.7% | -2.5% |
| 13 | Apella Capital, LLC | 75,662 | $6.3M | 0.1% | 0.5% | -0.1% |
| 14 | Thrivent Financial for Lutherans | 75,425 | $6,372 | 0.0% | 0.5% | +164.7% |
| 15 | REGATTA CAPITAL GROUP, LLC | 70,362 | $6.0M | 0.8% | 0.5% | +23.0% |
| 16 | MML INVESTORS SERVICES, LLC | 69,211 | $5.9M | 0.0% | 0.5% | +24.0% |
| 17 | HighTower Advisors, LLC | 68,588 | $5.8M | 0.0% | 0.5% | +7.9% |
| 18 | ROYAL BANK OF CANADA | 59,385 | $5.0M | 0.0% | 0.4% | +22.5% |
| 19 | Modern Wealth Management, LLC | 54,843 | $4.6M | 0.1% | 0.4% | +16.5% |
| 20 | UBS Group AG | 53,990 | $4.6M | 0.0% | 0.4% | -0.2% |
| 21 | Cambridge Investment Research Advisors, Inc. | 46,582 | $3,940 | 0.0% | 0.3% | +119.8% |
| 22 | TD Waterhouse Canada Inc. | 43,715 | $3.7M | 0.0% | 0.3% | 0.0% |
| 23 | FMR LLC | 42,393 | $3.6M | 0.0% | 0.3% | -2.2% |
| 24 | Decker Retirement Planning Inc. | 39,438 | $3.3M | 1.1% | 0.3% | +15.1% |
| 25 | Janney Montgomery Scott LLC | 39,278 | $3,323 | 0.0% | 0.3% | +3.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.