Who owns DMXF?
Institutional ownership of iShares ESG Advanced MSCI EAFE ETF from Form 13F, Q2 2026
262 institutional managers reported holding iShares ESG Advanced MSCI EAFE ETF (DMXF) in Form 13F filings for Q2 2026, with 11,527,109 shares worth $975M. The largest reported holder was Northwest & Ethical Investments L.P. Managers that filed both quarters added a net 3,705,158 shares (+47.9%). 33 opened new positions and 18 sold out.
- Funds holding
- 262
- Value held
- $975M
- New / sold out
- 33 / 18
- Net shares, same filers
- +47.9%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of DMXF
Share of 13F holdings is each fund's shares as a share of the 11,527,109 DMXF shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Northwest & Ethical Investments L.P. New+$288M
- IMA Advisory Services, Inc. Added+$7.2M
- LPL Financial LLC Added+$4.8M
- Thrivent Financial for Lutherans Added+$4.0M
- Flow Traders U.s. LLC New+$3.2M
- Cambridge Investment Research Advisors, Inc. Added+$2.1M
- EP Wealth Advisors, LLC New+$1.8M
- Avise Financial Cooperative, Inc. Added+$1.8M
- Twin Focus Capital Partners, LLC New+$1.6M
- Brown Advisory Inc Added+$1.5M
Biggest sellers in Q2 2026
- Clearstead Advisors, LLC Trimmed-$5.6M
- BlackRock, Inc. Trimmed-$5.6M
- Goldman Sachs Group Inc Trimmed-$3.2M
- Corient Private Wealth LP Sold out-$2.5M
- XY Planning Network, Inc. Sold out-$1.9M
- Susquehanna International Group, LLP Trimmed-$1.4M
- GTS Securities LLC Sold out-$1.1M
- Cerity Partners LLC Trimmed-$797K
- Arjuna Capital Trimmed-$577K
- Mariner, LLC Trimmed-$576K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $343M and sold $28.8M; 121 added and 57 trimmed.
Questions about DMXF ownership
- Who owns DMXF stock?
- 262 institutional investment managers reported DMXF positions in their Form 13F filings for Q2 2026, holding 11,527,109 shares worth $975M in total. Northwest & Ethical Investments L.P. reported the largest position.
- Are funds buying or selling DMXF?
- In Q2 2026, 33 managers opened new DMXF positions, 121 added, 57 trimmed and 18 sold out. Managers that filed in both quarters added a net 3,705,158 shares.
- How current is this DMXF institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to DMXF by CUSIP. Options are left out. DMXF news and filings · DMXF insider trades · Top funds