Who Owns iShares ESG Advanced MSCI EAFE ETF (DMXF)?Hedge Fund & Institutional Holders

$75.10-0.92 (-1.21%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$59.98$65.58$71.19$76.79$82.39Aug 24May 25Mar 26

DMXF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SigFig Wealth Management, LLCNew Position+233K+$17.5B
Values Added Financial LLCNew Position+96K+$7.2B
BAILARD, INC.New Position+90K+$6.8B
Accredited Investors Inc.New Position+83K+$6.3B
Invera Wealth Advisors, LLCNew Position+65K+$4.9B
REGATTA CAPITAL GROUP, LLCNew Position+54K+$4.1B
Walkner Condon Financial Advisors LLCNew Position+48K+$3.6B
Klaas Financial Asset Advisors, LLCNew Position+46K+$3.4B
Atlantic Private Wealth, LLCNew Position+42K+$3.2B
ALBION FINANCIAL GROUP /UTNew Position+38K+$2.9B
Equita Financial Network, Inc.New Position+38K+$2.9B
Westfuller Advisors, LLCNew Position+32K+$2.4B
Atwater Malick LLCNew Position+32K+$2.4B
Decker Retirement Planning Inc.New Position+31K+$2.3B
SOFI WEALTH, LLCNew Position+27K+$2.0B

DMXF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Allworth Financial LPDecreased-2K-$13.6B
HighTower Advisors, LLCDecreased-6K-$5.2B
JANE STREET GROUP, LLCDecreased-48K-$5.1B
CITADEL ADVISORS LLCClosed Position-62K-$4.7B
ROYAL BANK OF CANADADecreased-4K-$2.3B
Integrated Wealth Concepts LLCDecreased-18K-$1.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-16K-$1.7B
OSAIC HOLDINGS, INC.Decreased-3K-$1.5B
JPMORGAN CHASE & CODecreased-6K-$1.2B
OneDigital Investment Advisors LLCDecreased-2K-$1.0B
RAYMOND JAMES FINANCIAL INCDecreased-3K-$717.7M
RFG Advisory, LLCDecreased-5K-$615.3M
PRUDENTIAL PLCDecreased-1K-$530.2M
Freedom Investment Management, Inc.Closed Position-6K-$469.1M
TWO SIGMA SECURITIES, LLCClosed Position-6K-$451.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SEI INVESTMENTS CO357,561$26.0B0.03%Share
2SigFig Wealth Management, LLC233,148$17.5B0.52%Share
3Values Added Financial LLC95,967$7.2B3.04%Share
4BAILARD, INC.89,862$6.8B0.15%Share
5Accredited Investors Inc.83,409$6.3B0.33%Share
6Invera Wealth Advisors, LLC65,321$4.9B3.10%Share
7Balanced Rock Investment Advisors LLC62,024$4.7B3.31%Share
8UBS Group AG55,409$4.2B0.00%Share
9REGATTA CAPITAL GROUP, LLC54,272$4.1B0.62%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP53,382$4.0B0.00%Share
11JPMORGAN CHASE & CO62,221$4.0B0.00%Share
12Walkner Condon Financial Advisors LLC47,802$3.6B0.50%Share
13Klaas Financial Asset Advisors, LLC45,614$3.4B0.50%Share
14Atlantic Private Wealth, LLC42,022$3.2B2.02%Share
15FMR LLC40,698$3.0B0.00%Share
16ALBION FINANCIAL GROUP /UT38,445$2.9B0.18%Share
17Equita Financial Network, Inc.38,422$2.9B0.87%Share
18Westfuller Advisors, LLC32,379$2.4B0.98%Share
19Atwater Malick LLC32,273$2.4B0.67%Share
20Decker Retirement Planning Inc.31,168$2.3B1.16%Share
21Modern Wealth Management, LLC28,841$2.2B0.04%Share
22SOFI WEALTH, LLC27,270$2.0B0.10%Share
23Fiera Capital Corp30,315$2.0B0.01%Share
24BANK OF MONTREAL /CAN/33,009$2.0B0.00%Share
25XY Planning Network, Inc.24,019$1.8B0.31%Share
26Shotwell Rutter Baer Inc19,618$1.5B0.91%Share
27First Pacific Financial19,329$1.5B0.19%Share
28Revolve Wealth Partners, LLC18,242$1.4B0.16%Share
29BANK OF AMERICA CORP /DE/19,197$1.0B0.00%Share
30SUMMIT WEALTH GROUP LLC / CO13,307$1.0B0.13%Share
31ROYAL BANK OF CANADA25,689$1.0B0.00%Share
32OSAIC HOLDINGS, INC.17,114$1.0B0.00%Share
33COMMONWEALTH EQUITY SERVICES, LLC20,298$1.0B0.00%Share
34VERITY Wealth Advisors13,266$997.0M0.62%Share
35Farther Finance Advisors, LLC13,183$990.0M0.01%Share
36Ally Invest Advisors Inc.12,344$927.0M0.06%Share
37Diversified Trust Co12,276$922.0M0.02%Share
38Stratos Wealth Partners, LTD.10,840$814.0M0.01%Share
39Magnus Financial Group LLC10,679$802.0M0.06%Share
40Urban Financial Advisory Corp10,606$797.0M0.31%Share
41Skyline Advisors, Inc.10,181$765.0M0.26%Share
42JMG Financial Group, Ltd.9,190$690.0M0.02%Share
43Stewardship Advisors, LLC6,980$524.0M0.12%Share
44Ariadne Wealth Management, LP6,259$508.0M0.21%Share
45Golden State Wealth Management, LLC5,844$439.0M0.05%Share
46Central Pacific Bank - Trust Division5,853$439.0M0.05%Share
47CoreCap Advisors, LLC4,706$353.0M0.01%Share
48Main Street Financial Solutions, LLC4,581$344.0M0.03%Share
49Humankind Investments LLC4,298$323.0M0.14%Share
50Savvy Advisors, Inc.4,046$304.0M0.01%Share

DMXF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025190$151.7B+81
Q3 2025109$136.4B-90
Q2 2025199$376.7B-10
Q1 2025209$391.3B+30
Q4 2024179$7.8T+40
Q3 2024139$192.3T+12
Q2 2024127$141.7T-1
Q1 2024128$132.3T—

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As of Q4 2025, 50 institutional investors hold DMXF (iShares ESG Advanced MSCI EAFE ETF). The largest holder is SEI INVESTMENTS CO with $26.0B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DMXF?

As of Q4 2025, 50 institutional investors report holding DMXF (iShares ESG Advanced MSCI EAFE ETF) in their 13F filings.

Who is the largest institutional holder of DMXF?

The largest institutional holder of DMXF is SEI INVESTMENTS CO with $26.0B in shares.

Is institutional ownership of DMXF increasing or decreasing?

This quarter, 15 institutions opened new positions in DMXF and 3 closed their positions.