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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$55.22 +0.24 (+0.44%)
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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)
193
Total
Institutional Inflows
(last 12 months)
$203.56M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$53.87M
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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
7/22/2025Clarius Group LLC22,650$1.22M0.1%+3.4%0.100%
7/21/2025 Ascent Group LLC8,526$460K0.0%-28.7%0.038%
7/21/2025 Ameritas Advisory Services LLC1,030$56K0.0%N/A0.005%
7/21/2025 Patriot Financial Group Insurance Agency LLC6,461$348K0.0%-23.6%0.029%
7/18/2025 Trilogy Capital Inc.6,766$365K0.0%-13.7%0.030%
7/18/2025 SigFig Wealth Management LLC673,120$36.06M1.2%+0.6%2.972%
7/17/2025 One Wealth Advisors LLC95,796$5.17M0.7%-20.3%0.423%
7/17/2025 Halbert Hargrove Global Advisors LLC30,794$1.66M0.1%N/A0.136%
7/17/2025 Janney Montgomery Scott LLC91,692$4.95M0.0%-2.8%0.405%
7/17/2025 Wagner Wealth Management LLC1,906$103K0.0%N/A0.008%
7/17/2025 KWB Wealth8,120$438K0.1%+54.1%0.036%
7/17/2025 Tempus Wealth Planning LLC7,227$390K0.1%-17.3%0.032%
7/16/2025 GenWealth Group Inc.63,214$3.41M0.7%+1.8%0.279%
7/16/2025 Perigon Wealth Management LLC29,412$1.59M0.0%-32.8%0.130%
7/16/2025 Magnus Financial Group LLC27,756$1.50M0.1%-0.7%0.123%
7/15/2025 Spectrum Planning & Advisory Services Inc.7,253$391K0.3%-32.6%0.032%
7/15/2025 Regatta Capital Group LLC112,976$6.09M1.0%+8.4%0.499%
7/14/2025 U.S. Capital Wealth Advisors LLC5,816$314K0.0%-24.9%0.026%
7/14/2025 Park Avenue Securities LLC392,790$21.18M0.2%-21.7%1.734%
7/14/2025 Physician Wealth Advisors Inc.9,251$499K0.1%-2.1%0.041%
7/11/2025 Skyline Advisors Inc.35,324$1.91M0.7%+2.0%0.156%
7/11/2025 Farther Finance Advisors LLC23,171$1.25M0.0%-3.5%0.102%
7/11/2025 My Legacy Advisors LLC5,028$275K0.1%-38.7%0.022%
7/11/2025 Diversified Trust Co22,284$1.20M0.0%-8.2%0.098%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,718$93K0.0%N/A0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC29,190$1.59M0.0%+117.8%0.129%
7/10/2025 Sharkey Howes & Javer48,801$2.63M0.4%-28.5%0.215%
7/10/2025 Focus Financial Network Inc.3,799$205K0.0%-28.6%0.017%
7/10/2025 Sovran Advisors LLC5,014$272K0.0%-16.7%0.022%
7/9/2025 Pallas Capital Advisors LLC3,988$215K0.0%-12.5%0.018%
7/9/2025 Lifelong Wealth Advisors Inc.8,805$475K0.2%-27.7%0.039%
7/8/2025 Braun Bostich & Associates Inc.5,282$285K0.2%-17.5%0.023%
7/7/2025 Capital Asset Advisory Services LLC5,645$303K0.0%+11.0%0.025%
7/7/2025 Insight Wealth Strategies LLC3,832$206K0.0%N/A0.017%
7/7/2025 Centurion Wealth Management LLC5,390$291K0.1%-11.5%0.024%
7/2/2025 Central Pacific Bank Trust Division13,920$751K0.1%+53.9%0.062%
6/27/2025Goldman Sachs Group Inc.76,019$3.55M0.0%-4.7%0.285%
6/2/2025Modern Wealth Management LLC14,342$669K0.0%N/A0.054%
5/19/2025Jane Street Group LLC9,686$452K0.0%N/A0.036%
5/16/2025 Ascent Group LLC11,962$558K0.0%+55.6%0.045%
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5/16/2025Goldman Sachs Group Inc.76,019$3.55M0.0%-4.7%0.285%
5/16/2025Kestra Investment Management LLC5,779$270K0.0%+31.9%0.022%
5/16/2025National Wealth Management Group LLC18,502$863K0.6%+2.4%0.069%
5/16/2025NewEdge Advisors LLC35,519$1.66M0.0%+324.3%0.133%
5/16/2025Integrated Wealth Concepts LLC62,439$2.91M0.0%+5.1%0.234%
5/16/2025Copperleaf Capital LLC14,022$654K0.4%+19.3%0.053%
5/15/2025Federation des caisses Desjardins du Quebec365,571$17.06M0.1%+8.0%1.372%
5/15/2025One Wealth Capital Management LLC21,325$995K0.5%+4.9%0.080%
5/15/2025Flputnam Investment Management Co.12,582$587K0.0%+4.9%0.047%
5/15/2025Royal Bank of Canada137,466$6.42M0.0%+5.0%0.516%
5/15/2025MAI Capital Management18,589$868K0.0%+1.1%0.070%
5/15/2025Monterey Private Wealth Inc.4,572$213K0.1%-33.1%0.017%
5/14/2025CreativeOne Wealth LLC13,135$613K0.0%+8.2%0.049%
5/14/2025Comerica Bank4,111$192K0.0%+5.6%0.015%
5/14/2025Freedom Investment Management Inc.8,630$403K0.0%+65.9%0.032%
5/14/2025Ally Invest Advisors Inc.46,354$2.16M0.2%+11.8%0.174%
5/14/2025Northwestern Mutual Wealth Management Co.18,409$859K0.0%+6.0%0.069%
5/14/2025Kestra Advisory Services LLC30,597$1.43M0.0%-2.1%0.115%
5/14/2025CW Advisors LLC14,146$660K0.0%+9.4%0.053%
5/14/2025Capital Analysts LLC8,747$409K0.0%+10.5%0.033%
5/14/2025RWA Wealth Partners LLC116,446$5.44M0.1%-9.4%0.437%
5/13/2025EverSource Wealth Advisors LLC14,751$688K0.0%-11.4%0.055%
5/13/2025HighTower Advisors LLC38,919$1.82M0.0%+32.0%0.146%
5/12/2025Maia Wealth LLC17,900$811K0.2%-1.4%0.067%
5/12/2025Balanced Rock Investment Advisors LLC187,421$8.75M7.0%+2.1%0.703%
5/12/2025Townsquare Capital LLC27,271$1.27M0.0%-11.4%0.102%
5/12/2025Savvy Advisors Inc.7,298$341K0.0%+10.3%0.027%
5/12/2025 Alesco Advisors LLC6,385$298K0.0%-6.4%0.024%
5/9/2025WealthShield Partners LLC534$25K0.0%-68.7%0.002%
5/9/2025Financial Connections Group Inc.220,521$10.29M4.7%+2.9%0.827%
5/9/2025Atria Wealth Solutions Inc.130,529$6.09M0.1%-7.0%0.490%
5/9/2025Wade Financial Advisory Inc14,562$680K0.2%+18.2%0.055%
5/8/2025Endeavor Private Wealth Inc.4,904$229K0.1%+5.1%0.018%
5/8/2025Elios Financial Group Inc.36,196$1.69M0.8%+1.0%0.136%
5/8/2025Sound View Wealth Advisors Group LLC8,214$383K0.0%-17.8%0.031%
5/8/2025Hoxton Planning & Management LLC10,539$492K0.2%N/A0.040%
5/7/2025Mackenzie Financial Corp369,263$17.23M0.0%-20.7%1.386%
5/7/2025LPL Financial LLC1,159,705$54.12M0.0%+10.6%4.352%
5/7/2025 Trilogy Capital Inc.7,841$366K0.0%+43.0%0.029%
5/6/2025Assetmark Inc.124,022$5.79M0.0%+4.2%0.465%
5/6/2025Cetera Investment Advisers312,204$14.57M0.0%+12.6%1.171%
5/6/2025Avantax Advisory Services Inc.38,793$1.81M0.0%+11.6%0.146%
5/6/2025Opes Wealth Management LLC43,535$2.03M0.4%+8.9%0.163%
5/6/2025AE Wealth Management LLC4,326$202K0.0%-21.4%0.016%
5/6/2025Venturi Wealth Management LLC11,115$519K0.0%+20.7%0.042%
5/6/2025Accredited Investors Inc.82,625$3.86M0.2%+6.3%0.310%
5/5/2025West Wealth Group LLC10,843$507K0.1%-15.8%0.041%
5/5/2025Wealth Alliance LLC25,281$1.18M0.1%-3.6%0.095%
5/5/2025IFP Advisors Inc2,272$106K0.0%N/A0.009%
5/5/2025Private Advisor Group LLC11,851$553K0.0%+37.0%0.044%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
5/5/2025EQ LLC12,206$570K0.3%+13.1%0.046%
5/5/2025Diversify Advisory Services LLC20,834$970K0.1%-12.9%0.078%
5/5/2025JMG Financial Group Ltd.11,633$543K0.0%-26.6%0.044%
5/2/2025Wealthgarden F.S. LLC14,931$697K0.7%+5.3%0.056%
5/2/2025Invera Wealth Advisors LLC172,402$8.05M9.5%-3.6%0.647%
5/2/2025Apollon Wealth Management LLC4,419$206K0.0%-9.4%0.017%
5/2/2025Sigma Planning Corp10,819$505K0.0%-69.7%0.041%
5/1/2025Curtis Advisory Group LLC9,653$451K0.1%+39.9%0.036%
5/1/2025Gateway Wealth Partners LLC5,783$270K0.1%+34.1%0.022%
4/30/2025 Sharkey Howes & Javer68,236$3.19M0.5%+1.3%0.256%
(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, 262 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 ($36.06M), JPMorgan Chase & Co. ($30.28M), Sei Investments Co. ($25.65M), and Adviser Investments LLC ($22.50M).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 238 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 ($1.18M), 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 ($227.76K).

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

Institutional investors have bought a total of 4,178,089 shares in the last 24 months. This purchase volume represents approximately $203.56M in transactions.

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

Of the 104 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 Portfolio Solutions Inc. ($319.01K), Park Avenue Securities LLC ($109.47K), Mackenzie Financial Corp ($96.64K), Spinnaker Trust ($60.58K), Cerity Partners LLC ($42.20K), Walkner Condon Financial Advisors LLC ($36.94K), and Integrated Wealth Concepts LLC ($31.03K).

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

Institutional investors have sold a total of 1,107,452 shares in the last 24 months. This volume of shares sold represents approximately $53.87M in transactions.


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This page (NASDAQ:USXF) was last updated on 7/23/2025 by MarketBeat.com Staff
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