Who owns iShares ESG Advanced MSCI EAFE ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DMXF from SEC Form 13F filings across 265 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.
As of the 2026-06-30 reporting period, 265 institutions disclosed 11.5M shares of iShares ESG Advanced MSCI EAFE ETF worth $972.9M — about 79.8% of shares outstanding; the largest disclosed holder is Northwest & Ethical Investments L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.
265
13F holders
$972.9M
value, 2026 filers
79.8%
of shares outstanding (11.5M sh)
43
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 | Northwest & Ethical Investments L.P.NEW | 3.4M | $288.4M | 6.7% | 23.7% | new |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $94.5M | 0.0% | 7.8% | +0.9% |
| 3 | IMA Advisory Services, Inc. | 822,257 | $69.5M | 4.3% | 5.7% | +11.6% |
| 4 | BlackRock, Inc. | 774,640 | $65.5M | 0.0% | 5.4% | -7.9% |
| 5 | LPL Financial LLC | 416,766 | $35.3M | 0.0% | 2.9% | +15.9% |
| 6 | SEI INVESTMENTS CO | 389,776 | $33.0M | 0.0% | 2.7% | +4.2% |
| 7 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 245,699 | $20.8M | 9.8% | 1.7% | +3.5% |
| 8 | Envestnet Portfolio Solutions, Inc. | 214,571 | $18.2M | 0.1% | 1.5% | +1.1% |
| 9 | JPMORGAN CHASE & CO | 211,765 | $17.8M | 0.0% | 1.5% | +0.5% |
| 10 | Allworth Financial LP | 179,916 | $15.2M | 0.1% | 1.2% | +1.1% |
| 11 | RWA WEALTH PARTNERS, LLC | 152,267 | $12.9M | 0.1% | 1.1% | +2.1% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 125,355 | $10.6M | 0.0% | 0.9% | -11.6% |
| 13 | Cetera Investment Advisers | 113,050 | $9.6M | 0.0% | 0.8% | +1.8% |
| 14 | BAILARD, INC. | 108,027 | $9.1M | 0.2% | 0.7% | +3.7% |
| 15 | Values Added Financial LLC | 107,954 | $9.1M | 3.3% | 0.7% | +1.3% |
| 16 | PARK AVENUE SECURITIES LLC | 104,605 | $8.8M | 0.1% | 0.7% | -2.5% |
| 17 | Accredited Investors Inc. | 101,689 | $8.6M | 0.4% | 0.7% | +20.2% |
| 18 | Apella Capital, LLC | 75,662 | $6.3M | 0.1% | 0.5% | -0.1% |
| 19 | Thrivent Financial for Lutherans | 75,425 | $6.4M | 0.0% | 0.5% | +164.7% |
| 20 | REGATTA CAPITAL GROUP, LLC | 70,362 | $6.0M | 0.8% | 0.5% | +23.0% |
| 21 | MML INVESTORS SERVICES, LLC | 69,211 | $5.9M | 0.0% | 0.5% | +24.0% |
| 22 | HighTower Advisors, LLC | 68,588 | $5.8M | 0.0% | 0.5% | +7.9% |
| 23 | Invera Wealth Advisors, LLC | 67,313 | $5.7M | 3.1% | 0.5% | +1.2% |
| 24 | Balanced Rock Investment Advisors LLC | 62,987 | $5.3M | 3.3% | 0.4% | +1.1% |
| 25 | ROYAL BANK OF CANADA | 59,385 | $5.0M | 0.0% | 0.4% | +22.5% |
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.