Who owns DMXF?
iShares ESG Advanced MSCI EAFE Index ETF · iShares
263 institutions reported holding DMXF, worth $974.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DMXF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | Toronto, Ontario, Canada | $288.4M | 3,409,570 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $94.5M | 1,116,943 | +10,219 shares |
| IMA Advisory Services, Inc. | Denver, CO | $69.5M | 822,257 | +85,622 shares |
| BlackRock, Inc. | New York, NY | $65.5M | 774,640 | −66,341 shares |
| LPL Financial LLC | Fort Mill, SC | $35.3M | 416,766 | +57,303 shares |
| SEI Investments Co | Oaks, PA | $33.0M | 389,776 | +15,798 shares |
| SBE LLC DBA Cedar Cove Wealth Partners | Bloomington, MN | $20.8M | 245,699 | +8,366 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $18.2M | 214,571 | +2,322 shares |
| JPMorgan Chase & Co | New York, NY | $17.8M | 211,765 | +1,081 shares |
| Allworth Financial LP | Folsom, CA | $15.2M | 179,916 | +1,875 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DMXF?
263 institutional managers reported holding DMXF in Form 13F filings for June 30, 2026, worth $974.7M in total. The largest reported position was held by Northwest & Ethical Investments L.P., at $288.4M.
Did institutions buy or sell DMXF last quarter?
Reported 13F value rose 67.1% from March 31, 2026, which includes price moves as well as buying and selling. 41 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DMXF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.