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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$57.11 +0.30 (+0.53%)
Closing price 10/17/2025 04:00 PM Eastern
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$57.11 0.00 (0.00%)
As of 10/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Number of
Institutional Buyers
(last 12 months)
204
Total
Institutional Inflows
(last 12 months)
$210.17M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$207.87M
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USXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI USA ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Austin Private Wealth LLC21,058$1.21M0.1%-15.4%0.101%
10/17/2025Regatta Capital Group LLC115,172$6.60M1.0%+1.9%0.554%
10/17/2025Perigon Wealth Management LLC30,160$1.73M0.0%+2.5%0.145%
10/17/2025Sandbox Financial Partners LLC29,099$1.67M0.5%+53.0%0.140%
10/17/2025Sovereign Financial Group Inc.4,071$233K0.0%-23.6%0.020%
10/16/2025 Halbert Hargrove Global Advisors LLC30,355$1.74M0.1%-1.4%0.146%
10/16/2025 Horst & Graben Wealth Management LLC43,216$2.48M0.4%-23.4%0.208%
10/15/2025 CWM LLC21,489$1.23M0.0%+1.1%0.103%
10/15/2025 World Investment Advisors13,071$749K0.0%-22.2%0.063%
10/15/2025 Optas LLC34,105$1.96M0.3%-60.0%0.164%
10/15/2025 Cypress Wealth Services LLC4,332$248K0.0%-21.5%0.021%
10/10/2025 Financial Connections Group Inc.237,052$13.59M5.3%+6.5%1.140%
10/10/2025 Sharkey Howes & Javer38,081$2.18M0.3%-22.0%0.183%
10/10/2025 Shotwell Rutter Baer Inc20,610$1.20M0.8%+7.0%0.099%
10/9/2025 Centurion Wealth Management LLC5,149$295K0.1%-4.5%0.025%
10/9/2025 U.S. Capital Wealth Advisors LLC4,816$276K0.0%-17.2%0.023%
10/8/2025 Patriot Financial Group Insurance Agency LLC5,532$317K0.0%-14.4%0.027%
10/2/2025 Capital Asset Advisory Services LLC4,481$257K0.0%-20.6%0.020%
9/25/2025National Wealth Management Group LLC16,705$901K0.5%-9.7%0.074%
8/29/2025Evolution Wealth Management Inc.597$32K0.0%N/A0.003%
8/27/2025Orion Porfolio Solutions LLC43,044$2.32M0.0%-9.1%0.190%
8/26/2025Thrivent Financial for Lutherans10,110$545K0.0%-95.5%0.045%
8/18/2025Kestra Investment Management LLC4,220$228K0.0%-27.0%0.019%
8/15/2025Equitable Holdings Inc.49,278$2.66M0.0%-29.3%0.217%
8/15/2025Captrust Financial Advisors3,830$207K0.0%N/A0.017%
8/15/2025Smartleaf Asset Management LLC492$26K0.0%N/A0.002%
8/15/2025Snowden Capital Advisors LLC19,462$1.05M0.0%-20.0%0.086%
8/15/2025Orion Porfolio Solutions LLC402,982$22.91M0.2%+751.0%1.775%
8/15/2025MML Investors Services LLC221,136$11.93M0.0%-24.6%0.974%
8/15/2025Modern Wealth Management LLC20,988$1.13M0.0%+46.3%0.092%
8/15/2025Balanced Rock Investment Advisors LLC117,136$6.32M5.0%-37.5%0.516%
8/15/2025Bank of America Corp DE116,126$6.26M0.0%+19.9%0.512%
8/14/2025Jane Street Group LLC7,267$392K0.0%-25.0%0.032%
8/14/2025Raymond James Financial Inc.25,028$1.35M0.0%-10.1%0.110%
8/14/2025Diversify Advisory Services LLC9,326$524K0.0%-55.2%0.041%
8/14/2025Clarity Asset Management Inc.817$44K0.0%N/A0.004%
8/14/2025Sei Investments Co.715,184$38.57M0.0%+15.0%3.151%
8/14/2025NewEdge Advisors LLC30,702$1.66M0.0%-13.6%0.135%
8/14/2025Qube Research & Technologies Ltd1,945$105K0.0%N/A0.009%
8/14/2025Transce3nd LLC550$30K0.0%-30.8%0.002%
8/14/2025Ally Invest Advisors Inc.54,231$2.93M0.2%+17.0%0.239%
8/14/2025Cerity Partners LLC70,589$3.81M0.0%-16.5%0.311%
8/13/2025Flow Traders U.S. LLC27,807$1.50M0.1%+307.4%0.122%
8/13/2025Gateway Wealth Partners LLC4,220$228K0.0%-27.0%0.019%
8/13/2025Milestone Investment Advisors LLC5,757$310K0.1%-9.8%0.025%
8/13/2025GeoWealth Management LLC53,161$2.87M0.1%+14.3%0.234%
8/13/2025First Trust Advisors LP5,216$281K0.0%+14.0%0.023%
8/13/2025EverSource Wealth Advisors LLC10,187$549K0.0%-30.9%0.045%
8/13/2025CW Advisors LLC21,275$1.15M0.0%+50.4%0.094%
8/13/2025Elios Financial Group Inc.29,980$1.62M0.7%-17.2%0.132%
8/13/2025Twin Peaks Wealth Advisors LLC2,523$142K0.0%N/A0.011%
8/13/2025Van Hulzen Asset Management LLC13,309$718K0.1%-7.0%0.059%
8/13/2025Mackenzie Financial Corp363,806$19.62M0.0%-1.5%1.603%
8/13/2025Northwestern Mutual Wealth Management Co.18,186$981K0.0%-1.2%0.080%
8/13/2025Elevation Point Wealth Partners LLC2,670$144K0.0%N/A0.012%
8/13/2025Maia Wealth LLC15,502$836K0.2%-13.4%0.068%
8/12/2025Steward Partners Investment Advisory LLC45,315$2.44M0.0%-25.2%0.200%
8/12/2025CreativeOne Wealth LLC11,055$596K0.0%-15.8%0.049%
8/12/2025JPMorgan Chase & Co.493,030$26.59M0.0%-21.1%2.172%
8/11/2025Perennial Investment Advisors LLC17,511$944K0.1%-2.6%0.077%
8/11/2025Sofi Wealth LLC34,009$1.83M0.1%+64.5%0.150%
8/8/2025Financial Gravity Companies Inc.3,167$171K0.0%N/A0.014%
8/8/2025Tortoise Investment Management LLC7,262$392K0.0%-8.6%0.032%
8/8/2025Avantax Advisory Services Inc.35,077$1.89M0.0%-9.6%0.155%
8/8/2025Cetera Investment Advisers239,475$12.92M0.0%-23.3%1.055%
8/8/2025Creative Planning16,039$865K0.0%+19.5%0.071%
8/8/2025Wrapmanager Inc.4,920$265K0.1%-43.1%0.022%
8/8/2025Accredited Investors Inc.78,611$4.24M0.3%-4.9%0.346%
8/8/2025PNC Financial Services Group Inc.1,014$55K0.0%-34.8%0.004%
8/8/2025Wealth Alliance LLC18,862$1.02M0.1%-25.4%0.083%
8/8/2025eCIO Inc.13,053$704K0.3%N/A0.058%
8/7/2025Allworth Financial LP283,077$15.27M0.1%-0.3%1.247%
8/7/2025Keystone Financial Services13,654$736K0.3%-32.8%0.060%
8/6/2025RWA Wealth Partners LLC108,942$5.88M0.1%-6.4%0.480%
8/6/2025AGF Management Ltd.6,700$361K0.0%-6.9%0.030%
8/6/2025Decker Retirement Planning Inc.83,825$4.52M2.6%+30,161.7%0.369%
8/6/2025One Wealth Capital Management LLC14,040$757K0.4%-34.2%0.062%
8/6/2025AE Wealth Management LLC3,176$171K0.0%-26.6%0.014%
8/6/2025Valtinson Bruner Financial Planning LLC4,904$264K0.1%-13.3%0.022%
8/6/2025Golden State Wealth Management LLC469$25K0.0%-92.1%0.002%
8/6/2025First Horizon Advisors Inc.11,582$625K0.0%+4.0%0.051%
8/4/2025Creative Financial Designs Inc. ADV3,599$194K0.0%-16.8%0.016%
8/4/2025Atria Investments Inc9,707$523K0.0%-12.1%0.043%
8/4/2025Spinnaker Trust280,739$15.14M0.9%+3.1%1.237%
8/4/2025Assetmark Inc.101,926$5.50M0.0%-17.8%0.449%
8/4/2025 World Investment Advisors16,790$906K0.0%-26.3%0.074%
8/1/2025Austin Private Wealth LLC24,905$1.34M0.1%-20.1%0.110%
8/1/2025Equita Financial Network Inc.45,693$2.46M1.0%-14.2%0.201%
8/1/2025Rossby Financial LCC1,898$102K0.0%-20.6%0.008%
8/1/2025Envestnet Asset Management Inc.3,730,985$201.21M0.1%-27.9%16.436%
7/31/2025Opes Wealth Management LLC44,795$2.42M0.4%+2.9%0.197%
7/30/2025Strategic Blueprint LLC9,137$493K0.0%-27.7%0.040%
7/30/2025Rehmann Capital Advisory Group3,943$213K0.0%N/A0.017%
7/30/2025Black Diamond Financial LLC4,049$218K0.0%N/A0.018%
7/30/2025WBH Advisory Inc.7,112$384K0.0%-23.1%0.031%
7/29/2025Financial Advisors LLC59,514$3.21M0.6%+56.8%0.262%
7/29/2025Madison Wealth Partners Inc3,745$202K0.0%N/A0.016%
7/29/2025International Assets Investment Management LLC9,416$508K0.0%N/A0.041%
7/29/2025Stratos Wealth Partners LTD.36,786$1.98M0.0%-3.4%0.162%
7/29/2025Two West Capital Advisors LLC3,870$216K0.1%N/A0.017%
(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, 273 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($201.21M), LPL Financial LLC ($54.12M), Envestnet Portfolio Solutions Inc. ($41.54M), Sei Investments Co. ($38.57M), SigFig Wealth Management LLC ($36.06M), JPMorgan Chase & Co. ($26.59M), and Park Avenue Securities LLC ($21.18M).Learn more on iShares ESG Advanced MSCI USA ETF's institutional investors.

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

Of the 246 institutional investors that purchased iShares ESG Advanced MSCI USA ETF's 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 ($1.19M), LPL Financial LLC ($763.58K), Envestnet Asset Management Inc. ($655.56K), Sei Investments Co. ($525.83K), Orion Porfolio Solutions LLC ($355.63K), and Williams Financial LLC ($304.07K).

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

Institutional investors have bought a total of 4,202,601 shares in the last 24 months. This purchase volume represents approximately $210.17M in transactions.

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

Of the 135 institutional investors that sold iShares ESG Advanced MSCI USA ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.44M), Envestnet Portfolio Solutions Inc. ($737.41K), Thrivent Financial for Lutherans ($214.34K), JPMorgan Chase & Co. ($132.28K), Atria Wealth Solutions Inc. ($119.70K), Park Avenue Securities LLC ($108.79K), and Mackenzie Financial Corp ($102.10K).

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

Institutional investors have sold a total of 3,952,492 shares in the last 24 months. This volume of shares sold represents approximately $207.87M in transactions.


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This page (NASDAQ:USXF) was last updated on 10/19/2025 by MarketBeat.com Staff
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