Free Trial

iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$50.28 -0.99 (-1.93%)
Closing price 04:00 PM Eastern
Extended Trading
$50.25 -0.03 (-0.07%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$214.50M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$43.31M
Get USXF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Advanced MSCI USA ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI USA ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC9,686$452K0.0%N/A0.036%
5/16/2025 Ascent Group LLC11,962$558K0.0%+55.6%0.045%
5/16/2025 Goldman Sachs Group Inc.76,019$3.55M0.0%-4.7%0.285%
5/16/2025 Kestra Investment Management LLC5,779$270K0.0%+31.9%0.022%
5/16/2025 National Wealth Management Group LLC18,502$863K0.6%+2.4%0.069%
5/16/2025 NewEdge Advisors LLC35,519$1.66M0.0%+324.3%0.133%
5/16/2025 Integrated Wealth Concepts LLC62,439$2.91M0.0%+5.1%0.234%
5/16/2025 Copperleaf Capital LLC14,022$654K0.4%+19.3%0.053%
5/15/2025 Federation des caisses Desjardins du Quebec365,571$17.06M0.1%+8.0%1.372%
5/15/2025 One Wealth Capital Management LLC21,325$995K0.5%+4.9%0.080%
5/15/2025 Flputnam Investment Management Co.12,582$587K0.0%+4.9%0.047%
5/15/2025 Royal Bank of Canada137,466$6.42M0.0%+5.0%0.516%
5/15/2025 MAI Capital Management18,589$868K0.0%+1.1%0.070%
5/15/2025 Monterey Private Wealth Inc.4,572$213K0.1%-33.1%0.017%
5/14/2025 CreativeOne Wealth LLC13,135$613K0.0%+8.2%0.049%
5/14/2025 Comerica Bank4,111$192K0.0%+5.6%0.015%
5/14/2025 Freedom Investment Management Inc.8,630$403K0.0%+65.9%0.032%
5/14/2025 Ally Invest Advisors Inc.46,354$2.16M0.2%+11.8%0.174%
5/14/2025 Northwestern Mutual Wealth Management Co.18,409$859K0.0%+6.0%0.069%
5/14/2025 Kestra Advisory Services LLC30,597$1.43M0.0%-2.1%0.115%
5/14/2025 CW Advisors LLC14,146$660K0.0%+9.4%0.053%
5/14/2025 Capital Analysts LLC8,747$409K0.0%+10.5%0.033%
5/14/2025 RWA Wealth Partners LLC116,446$5.44M0.1%-9.4%0.437%
5/13/2025 EverSource Wealth Advisors LLC14,751$688K0.0%-11.4%0.055%
5/13/2025 HighTower Advisors LLC38,919$1.82M0.0%+32.0%0.146%
5/12/2025 Maia Wealth LLC17,900$811K0.2%-1.4%0.067%
5/12/2025 Balanced Rock Investment Advisors LLC187,421$8.75M7.0%+2.1%0.703%
5/12/2025 Townsquare Capital LLC27,271$1.27M0.0%-11.4%0.102%
5/12/2025 Savvy Advisors Inc.7,298$341K0.0%+10.3%0.027%
5/12/2025 Alesco Advisors LLC6,385$298K0.0%-6.4%0.024%
5/9/2025 WealthShield Partners LLC534$25K0.0%-68.7%0.002%
5/9/2025 Financial Connections Group Inc.220,521$10.29M4.7%+2.9%0.827%
5/9/2025 Atria Wealth Solutions Inc.130,529$6.09M0.1%-7.0%0.490%
5/9/2025 Wade Financial Advisory Inc14,562$680K0.2%+18.2%0.055%
5/8/2025 Endeavor Private Wealth Inc.4,904$229K0.1%+5.1%0.018%
5/8/2025 Elios Financial Group Inc.36,196$1.69M0.8%+1.0%0.136%
5/8/2025 Sound View Wealth Advisors Group LLC8,214$383K0.0%-17.8%0.031%
5/8/2025 Hoxton Planning & Management LLC10,539$492K0.2%N/A0.040%
5/7/2025 Mackenzie Financial Corp369,263$17.23M0.0%-20.7%1.386%
5/7/2025 LPL Financial LLC1,159,705$54.12M0.0%+10.6%4.352%
Trump’s Bitcoin Reserve is No Accident… (Ad)

Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new blockchain development…

Just click here to get all the details on this crypto coin now
5/7/2025 Trilogy Capital Inc.7,841$366K0.0%+43.0%0.029%
5/6/2025 Assetmark Inc.124,022$5.79M0.0%+4.2%0.465%
5/6/2025 Cetera Investment Advisers312,204$14.57M0.0%+12.6%1.171%
5/6/2025 Avantax Advisory Services Inc.38,793$1.81M0.0%+11.6%0.146%
5/6/2025 Opes Wealth Management LLC43,535$2.03M0.4%+8.9%0.163%
5/6/2025 AE Wealth Management LLC4,326$202K0.0%-21.4%0.016%
5/6/2025 Venturi Wealth Management LLC11,115$519K0.0%+20.7%0.042%
5/6/2025 Accredited Investors Inc.82,625$3.86M0.2%+6.3%0.310%
5/5/2025 West Wealth Group LLC10,843$507K0.1%-15.8%0.041%
5/5/2025 Wealth Alliance LLC25,281$1.18M0.1%-3.6%0.095%
5/5/2025 IFP Advisors Inc2,272$106K0.0%N/A0.009%
5/5/2025 Private Advisor Group LLC11,851$553K0.0%+37.0%0.044%
5/5/2025 EQ LLC12,206$570K0.3%+13.1%0.046%
5/5/2025 Diversify Advisory Services LLC20,834$970K0.1%-12.9%0.078%
5/5/2025 JMG Financial Group Ltd.11,633$543K0.0%-26.6%0.044%
5/2/2025 Wealthgarden F.S. LLC14,931$697K0.7%+5.3%0.056%
5/2/2025 Invera Wealth Advisors LLC172,402$8.05M9.5%-3.6%0.647%
5/2/2025 Apollon Wealth Management LLC4,419$206K0.0%-9.4%0.017%
5/2/2025 Sigma Planning Corp10,819$505K0.0%-69.7%0.041%
5/1/2025 Curtis Advisory Group LLC9,653$451K0.1%+39.9%0.036%
5/1/2025 Gateway Wealth Partners LLC5,783$270K0.1%+34.1%0.022%
4/30/2025 Sharkey Howes & Javer68,236$3.19M0.5%+1.3%0.256%
4/30/2025 Cerity Partners LLC84,503$3.94M0.0%-13.0%0.317%
4/30/2025 Financial Gravity Asset Management Inc.3,291$154K0.0%N/A0.012%
4/30/2025 Allworth Financial LP284,021$13.07M0.1%+2.4%1.066%
4/30/2025 Ramiah Investment Group12,152$567K0.6%N/A0.046%
4/30/2025 Axxcess Wealth Management LLC5,087$237K0.0%+5.9%0.019%
4/30/2025 Cornerstone Planning Group LLC764$34K0.0%N/A0.003%
4/30/2025 Stratos Wealth Partners LTD.38,065$1.78M0.0%-8.2%0.143%
4/30/2025 Stratos Investment Management LLC5,810$271K0.0%N/A0.022%
4/30/2025 Horst & Graben Wealth Management LLC72,723$3.39M0.6%-3.2%0.273%
4/29/2025 Envestnet Asset Management Inc.5,174,807$241.51M0.1%+1.9%19.418%
4/29/2025 Investor s Fiduciary Advisor Network LLC46,296$2.16M1.0%+7.0%0.174%
4/29/2025 Bank of New York Mellon Corp37,835$1.77M0.0%+6.0%0.142%
4/29/2025 World Investment Advisors22,795$1.06M0.0%+8.9%0.086%
4/29/2025 OneDigital Investment Advisors LLC10,230$477K0.0%-5.2%0.038%
4/29/2025 Values Added Financial LLC10,776$503K0.3%+84.5%0.040%
4/28/2025 Milestone Investment Advisors LLC6,382$298K0.1%-5.8%0.024%
4/28/2025 First Horizon Advisors Inc.11,132$520K0.0%-5.1%0.042%
4/28/2025 Physician Wealth Advisors Inc.9,452$441K0.1%-4.1%0.035%
4/28/2025 Equita Financial Network Inc.53,240$2.49M0.9%+8.4%0.200%
4/28/2025 Oregon Pacific Wealth Management LLC14,094$658K0.7%+4.5%0.053%
4/28/2025 Rossby Financial LCC2,389$111K0.0%N/A0.009%
4/28/2025 RKL Wealth Management LLC21,474$1.00M0.1%-19.8%0.081%
4/25/2025 Spinnaker Trust272,390$12.71M0.8%-18.2%1.022%
4/25/2025 Amara Financial LLC.24,322$1.14M1.0%+10.7%0.091%
4/25/2025 Sovran Advisors LLC6,022$266K0.0%N/A0.023%
4/24/2025 Golden State Wealth Management LLC5,911$276K0.0%+37.3%0.022%
4/24/2025 Diversified Trust Co24,284$1.13M0.0%-3.7%0.091%
4/23/2025 Lifelong Wealth Advisors Inc.12,178$568K0.3%+30.4%0.046%
Washington Is Broke—and Eyeing Your Savings Next (Ad)

Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

Get your free guide now by clicking here >>
4/23/2025 Perigon Wealth Management LLC43,736$2.04M0.1%+18.3%0.164%
4/23/2025 Alpha Financial Advisors LLC5,800$271K0.1%N/A0.022%
4/23/2025 Golden State Wealth Management LLC6,380$298K0.0%+48.2%0.024%
4/23/2025 Sage Financial Management Group Inc.7,930$370K0.1%+96.1%0.030%
4/23/2025 Keystone Financial Services20,309$948K0.4%+19.3%0.076%
4/23/2025 Walkner Condon Financial Advisors LLC67,363$3.14M0.6%-5.7%0.253%
4/22/2025 JFS Wealth Advisors LLC4,641$217K0.0%+6.7%0.017%
4/22/2025 MBE Wealth Management LLC11,890$555K0.3%+146.1%0.045%
4/22/2025 Spectrum Planning & Advisory Services Inc.10,763$502K0.4%+18.2%0.040%
4/21/2025 Envestnet Portfolio Solutions Inc.1,188,627$55.47M0.2%-21.2%4.460%
(Data available from 1/1/2016 forward)

USXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USXF shares?

During the previous two years, 261 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($241.51M), Envestnet Portfolio Solutions Inc. ($55.47M), LPL Financial LLC ($54.12M), SigFig Wealth Management LLC ($31.10M), JPMorgan Chase & Co. ($30.28M), Sei Investments Co. ($25.65M), and Park Avenue Securities LLC ($23.41M).Learn more on USXF's institutional investors.

Which institutional investors have been buying iShares ESG Advanced MSCI USA ETF stock?

Of the 239 institutional investors that purchased iShares ESG Advanced MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($1.58M), International Assets Investment Management LLC ($1.18M), LPL Financial LLC ($763.58K), Envestnet Asset Management Inc. ($655.56K), Sei Investments Co. ($432.74K), Williams Financial LLC ($304.07K), and SigFig Wealth Management LLC ($223.51K).

How much institutional buying is happening at iShares ESG Advanced MSCI USA ETF?

Institutional investors have bought a total of 9,129,715 shares in the last 24 months. This purchase volume represents approximately $393.64M in transactions.

Which iShares ESG Advanced MSCI USA ETF major shareholders have been selling company stock?

Of the 129 institutional investors that sold iShares ESG Advanced MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.97M), Envestnet Portfolio Solutions Inc. ($399.90K), RWA Wealth Partners LLC ($109.26K), Mackenzie Financial Corp ($96.64K), Sharkey Howes & Javer ($70.19K), Spinnaker Trust ($62.62K), and Park Avenue Securities LLC ($47.44K).

How much institutional selling is happening at iShares ESG Advanced MSCI USA ETF?

Institutional investors have sold a total of 3,411,640 shares in the last 24 months. This volume of shares sold represents approximately $132.78M in transactions.



This page (NASDAQ:USXF) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners