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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$47.25 +0.45 (+0.95%)
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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)
185
Total
Institutional Inflows
(last 12 months)
$221.64M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$37.88M
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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
5/1/2025Gateway Wealth Partners LLC5,783$270K0.1%+34.1%0.022%
4/30/2025Sharkey Howes & Javer68,236$3.19M0.5%+1.3%0.256%
4/30/2025Cerity Partners LLC84,503$3.94M0.0%-13.0%0.317%
4/30/2025Financial Gravity Asset Management Inc.3,291$154K0.0%N/A0.012%
4/30/2025Allworth Financial LP284,021$13.07M0.1%+2.4%1.066%
4/30/2025Ramiah Investment Group12,152$567K0.6%N/A0.046%
4/30/2025Axxcess Wealth Management LLC5,087$237K0.0%+5.9%0.019%
4/30/2025Cornerstone Planning Group LLC764$34K0.0%N/A0.003%
4/30/2025Stratos Wealth Partners LTD.38,065$1.78M0.0%-8.2%0.143%
4/30/2025Stratos Investment Management LLC5,810$271K0.0%N/A0.022%
4/30/2025Horst & 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%
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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/21/2025 Sofi Wealth LLC20,679$965K0.1%+641.2%0.078%
4/18/2025 Clarius Group LLC21,915$1.02M0.1%+5.4%0.082%
4/17/2025 Sagespring Wealth Partners LLC22,995$1.07M0.0%+13.8%0.086%
4/17/2025 Janney Montgomery Scott LLC94,337$4.40M0.0%+4.3%0.354%
4/17/2025 Stewardship Advisors LLC15,926$743K0.2%+22.5%0.060%
4/17/2025 Optas LLC84,301$3.93M0.7%+2.3%0.316%
4/17/2025 Dohj LLC37,169$1.74M0.4%-6.8%0.139%
4/16/2025 Wealth Enhancement Advisory Services LLC13,402$625K0.0%-38.1%0.050%
4/15/2025 Braun Bostich & Associates Inc.6,406$299K0.2%+7.4%0.024%
4/15/2025 Skyline Advisors Inc.34,629$1.62M0.6%+11.0%0.130%
4/15/2025 My Legacy Advisors LLC8,205$383K0.1%+3.6%0.031%
4/15/2025 Attessa Capital LLC6,943$324K0.2%-38.7%0.026%
4/15/2025 Simplicity Wealth LLC4,831$225K0.0%N/A0.018%
4/14/2025 Regatta Capital Group LLC104,207$4.86M0.9%+14.7%0.391%
4/14/2025 Farther Finance Advisors LLC24,005$1.12M0.0%+25.4%0.090%
4/14/2025 Capital Investment Advisors LLC23,278$1.09M0.0%N/A0.087%
4/14/2025 Park Avenue Securities LLC501,576$23.41M0.3%+8.1%1.882%
4/14/2025 Patriot Financial Group Insurance Agency LLC8,460$395K0.1%-3.5%0.032%
4/14/2025 Buttonwood Financial Group LLC11,536$508K0.3%+6.8%0.043%
4/11/2025 Sovereign Financial Group Inc.7,397$345K0.1%+11.1%0.028%
4/11/2025 Sandbox Financial Partners LLC18,999$887K0.3%-8.7%0.071%
4/11/2025 Magnus Financial Group LLC27,940$1.30M0.1%+2.0%0.105%
4/10/2025 KWB Wealth5,271$262K0.0%N/A0.020%
4/10/2025 GenWealth Group Inc.62,126$2.90M0.6%-0.5%0.233%
4/9/2025 RFG Advisory LLC29,659$1.38M0.0%+21.1%0.111%
4/9/2025 Capital Asset Advisory Services LLC5,087$240K0.0%+5.9%0.019%
4/9/2025 Merit Financial Group LLC22,321$1.04M0.0%+429.6%0.084%
4/9/2025 NBC Securities Inc.825$38K0.0%N/A0.003%
4/9/2025 SigFig Wealth Management LLC668,871$31.10M1.1%+3.0%2.510%
4/9/2025 Shotwell Rutter Baer Inc19,276$900K0.8%+6.0%0.072%
4/8/2025 Highland Financial Advisors LLC32,416$1.51M0.5%+229.8%0.122%
4/1/2025 MassMutual Private Wealth & Trust FSB2,007$94K0.0%-33.2%0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC21,655$1.08M0.0%+91.3%0.082%
2/27/2025 Skyline Advisors Inc.31,186$1.55M0.6%+6.9%0.118%
2/26/2025Capital A Wealth Management LLC866$43K0.1%N/A0.003%
2/25/2025Armis Advisers LLC8,901$443K0.1%N/A0.034%
2/20/2025Mackenzie Financial Corp465,904$23.17M0.0%+23.5%1.768%
2/18/2025 Continuum Advisory LLC2,263$113K0.0%-10.4%0.009%
2/17/2025Snowden Capital Advisors LLC24,100$1.20M0.0%+19.2%0.091%
2/17/2025LifePlan Investment Advisors Inc.14,303$711K0.4%+62.2%0.054%
2/17/2025 Investor s Fiduciary Advisor Network LLC43,274$2.15M0.8%N/A0.164%
2/17/2025Gen Wealth Partners Inc7,795$388K0.2%-4.1%0.030%
2/17/2025CoreCap Advisors LLC10,583$526K0.0%+3.1%0.040%
2/17/2025Cetera Investment Advisers277,383$13.79M0.0%+12.1%1.053%
2/17/2025Bank of America Corp DE95,398$4.74M0.0%+1.7%0.362%
2/17/2025Aptus Capital Advisors LLC13,769$685K0.0%+8.8%0.052%
2/14/2025Comerica Bank3,892$194K0.0%+6.6%0.015%
2/14/2025Capital Analysts LLC7,917$394K0.0%+35.6%0.030%
2/14/2025Integrated Wealth Concepts LLC59,390$2.95M0.0%-34.3%0.225%
2/14/2025MGO One Seven LLC31,217$1.55M0.1%+15.4%0.118%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/14/2025Stifel Financial Corp12,984$646K0.0%+3.1%0.049%
2/14/2025Transce3nd LLC821$41K0.0%N/A0.003%
2/14/2025MML Investors Services LLC283,602$14.10M0.0%+6.7%1.076%
2/14/2025First Trust Advisors LP4,556$227K0.0%N/A0.017%
2/14/2025Freedom Investment Management Inc.5,203$259K0.0%N/A0.020%
2/14/2025GeoWealth Management LLC18,329$911K0.0%+1,821.3%0.070%
2/14/2025Balanced Rock Investment Advisors LLC183,632$9.13M7.2%-8.0%0.697%
2/14/2025Concourse Financial Group Securities Inc.16,778$880K0.0%+22.7%0.064%
2/13/2025Zacks Investment Management5,215$259K0.0%+6.2%0.020%
2/13/2025NewEdge Advisors LLC8,372$416K0.0%+49.4%0.032%
(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, 254 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($14.52B), Envestnet Asset Management Inc. ($241.51M), Envestnet Portfolio Solutions Inc. ($55.47M), LPL Financial LLC ($52.12M), SigFig Wealth Management LLC ($31.10M), JPMorgan Chase & Co. ($30.28M), and Sei Investments Co. ($25.65M).Learn more on USXF's institutional investors.

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

Of the 234 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 ($659.30K), Envestnet Asset Management Inc. ($655.56K), Sei Investments Co. ($432.74K), Williams Financial LLC ($304.07K), and SigFig Wealth Management LLC ($299.22K).

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

Institutional investors have bought a total of 9,006,702 shares in the last 24 months. This purchase volume represents approximately $391.50M in transactions.

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

Of the 120 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. ($2.03M), Envestnet Portfolio Solutions Inc. ($399.90K), RWA Wealth Partners LLC ($97.16K), Sharkey Howes & Javer ($70.19K), Spinnaker Trust ($62.62K), Park Avenue Securities LLC ($47.44K), and Cerity Partners LLC ($42.88K).

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

Institutional investors have sold a total of 3,340,243 shares in the last 24 months. This volume of shares sold represents approximately $131.51M in transactions.


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This page (NASDAQ:USXF) was last updated on 5/1/2025 by MarketBeat.com Staff
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