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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$68.34 -0.06 (-0.09%)
Closing price 03:59 PM Eastern
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$68.39 +0.05 (+0.07%)
As of 07:30 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)
150
Total
Institutional Inflows
(last 12 months)
$100.10M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$133.49M
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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
10/13/2026Sax Wealth Advisors LLC3,560$242K0.0%N/A0.017%
10/9/2026Acropolis Investment Management LLC3,300$225K0.0%N/A0.015%
10/8/2026Farther Finance Advisors LLC22,193$1.51M0.0%-6.7%0.103%
10/8/2026CoreCap Advisors LLC9,921$675K0.0%-5.5%0.046%
10/8/2026Apella Capital LLC216,100$15.04M0.2%-5.0%1.007%
10/7/2026Investors Research Corp1,163$79K0.0%+16.9%0.005%
10/6/2026Central Pacific Bank Trust Division14,211$967K0.1%-4.6%0.066%
10/5/2026Tompkins Financial Corp89,203$6.07M0.4%N/A0.416%
9/25/2026Atomic Invest LLC939$64K0.0%-17.8%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.504,269$35.02M0.2%-2.8%2.282%
9/23/2026Envestnet Asset Management Inc.2,736,939$190.08M0.0%-1.8%12.384%
9/9/2026Tortoise Investment Management LLC6,477$450K0.0%-6.5%0.030%
9/9/2026Capital Analysts LLC19,855$1.38M0.0%+3.0%0.093%
9/9/2026Integrated Wealth Concepts LLC63,624$4.42M0.0%+1.3%0.298%
9/9/2026RFG Advisory LLC14,905$1.04M0.0%-2.0%0.070%
9/9/2026NewEdge Advisors LLC60,517$4.20M0.0%+8.3%0.283%
9/9/2026Baird Financial Group Inc.23,730$1.65M0.0%N/A0.111%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group7,020$488K0.0%-4.9%0.033%
8/23/2026Endeavor Private Wealth Inc.7,233$502K0.1%-8.8%0.034%
8/23/2026Highland Financial Advisors LLC77,452$5.38M1.2%+60.7%0.363%
8/22/2026LifePlan Investment Advisors Inc.8,405$584K0.2%-9.5%0.039%
8/22/2026Concurrent Investment Advisors LLC16,049$1.12M0.0%+6.5%0.075%
8/21/2026Continuum Advisory LLC1,114$77K0.0%N/A0.005%
8/21/2026Buttonwood Financial Group LLC2,989$208K0.1%N/A0.014%
8/21/2026Investors Research Corp995$69K0.0%+18.6%0.005%
8/15/2026First Bancorp Inc ME388$27K0.0%N/A0.002%
8/7/2026Trust Co. of Vermont4,253$656K0.0%N/A0.020%
7/10/2026Investors Research Corp995$69K0.0%+18.6%0.005%
7/10/2026Insight Wealth Strategies LLC3,114$213K0.0%N/A0.015%
7/10/2026Accel Wealth Management2,898$201K0.0%N/A0.014%
7/10/2026JFS Wealth Advisors LLC1,966$137K0.0%-10.4%0.009%
7/10/2026GenWealth Group Inc.61,136$4.25M0.7%-5.9%0.288%
7/10/2026Highland Financial Advisors LLC77,452$5.38M1.2%+60.7%0.364%
7/9/2026Focus Financial Network Inc.5,757$400K0.0%+46.2%0.027%
7/8/2026Attessa Capital LLC7,136$496K0.2%-3.0%0.034%
7/8/2026Apella Capital LLC227,544$15.22M0.2%-0.7%1.076%
7/8/2026Archer Investment Management LLC57,487$3.99M1.4%-33.0%0.272%
7/6/2026Trilogy Capital Inc.5,664$393K0.0%+7.2%0.027%
6/9/2026Contango Wealth Management LLC5,205$287K0.3%N/A0.025%
6/3/2026NewEdge Advisors LLC55,868$3.08M0.0%+18.8%0.264%
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5/19/2026Western Wealth Management LLC1,915$106K0.0%N/A0.009%
5/19/2026GTS Financial LLC9,521$526K0.4%N/A0.045%
5/19/2026Bank of America Corp DE103,795$5.73M0.0%+0.2%0.491%
5/18/2026EverSource Wealth Advisors LLC8,232$454K0.0%+3.7%0.039%
5/18/2026Royal Bank of Canada131,211$7.24M0.0%-27.9%0.620%
5/15/2026Gateway Wealth Partners LLC16,250$897K0.0%+218.4%0.077%
5/14/2026GC Wealth Management RIA LLC29,445$1.63M0.1%+8.8%0.139%
5/14/2026Modern Wealth Management LLC55,706$3.10M0.1%+56.8%0.263%
5/14/2026Sei Investments Co.876,093$48.36M0.0%+5.5%4.142%
5/13/2026Cetera Investment Advisers232,254$12.82M0.0%+1.6%1.098%
5/13/2026Alesco Advisors LLC An ESL Co8,087$446K0.0%+26.7%0.038%
5/6/2026Cornerstone Planning Group LLC6,954$384K0.1%+1,398.7%0.033%
5/6/2026Assetmark Inc.78,747$4.35M0.0%+1.6%0.372%
5/6/2026Gould Asset Management LLC CA42,555$2.35M0.4%+3.9%0.201%
5/6/2026Sofi Wealth LLC73,467$4.06M0.2%+24.8%0.347%
5/5/2026Navigation Group LLC10,470$578K0.1%N/A0.050%
5/5/2026Bank of New York Mellon Corp39,030$2.15M0.0%+17.6%0.185%
5/5/2026Sanctuary Advisors LLC53,617$2.96M0.0%+1.9%0.254%
5/2/2026International Assets Investment Management LLC2,346$131K0.0%-75.6%0.011%
5/2/2026Diversify Wealth Management LLC11,008$608K0.0%+43.5%0.052%
5/2/2026Valmark Advisers Inc.9,108$503K0.0%+14.1%0.043%
5/1/2026Fifth Third Bancorp1,933$107K0.0%N/A0.009%
5/1/2026Sovran Advisors LLC3,748$207K0.0%-4.6%0.018%
5/1/2026Financial Connections Group Inc.227,786$12.57M4.4%-5.7%1.080%
4/30/2026Accredited Investors Inc.70,646$3.90M0.2%-2.0%0.335%
4/30/2026Beacon Financial Group6,514$360K0.0%+6.2%0.031%
4/30/2026Kestra Advisory Services LLC33,150$1.83M0.0%+14.2%0.157%
4/29/2026ArborFi Advisors LLC4,223$233K0.2%N/A0.020%
4/29/2026Horst & Graben Wealth Management LLC42,655$2.36M0.3%-2.0%0.204%
4/28/2026Pine Harbor Wealth Management LLC14,635$808K0.2%-2.5%0.070%
4/28/2026Walkner Condon Financial Advisors LLC69,421$3.83M0.5%+1.3%0.331%
4/28/2026NBT Bank N A NY662$37K0.0%+1,041.4%0.003%
4/27/2026Private Advisor Group LLC10,559$583K0.0%+36.1%0.050%
4/27/2026Optas LLC58,260$3.22M0.5%+72.5%0.278%
4/25/2026Physician Wealth Advisors Inc.5,978$330K0.0%-29.3%0.029%
4/24/2026Capital Asset Advisory Services LLC5,263$291K0.0%+6.8%0.025%
4/24/2026Equita Financial Network Inc.40,680$2.25M0.7%-4.5%0.194%
4/23/2026Spinnaker Trust155,960$8.61M0.5%-2.9%0.744%
4/23/2026Oregon Pacific Wealth Management LLC5,528$305K0.3%-6.6%0.026%
4/23/2026Apollon Wealth Management LLC4,425$244K0.0%-3.6%0.021%
4/22/2026Patriot Financial Group Insurance Agency LLC9,662$533K0.0%+98.3%0.046%
4/22/2026Janney Montgomery Scott LLC96,470$5.33M0.0%+0.6%0.460%
4/22/2026Trilogy Capital Inc.5,282$292K0.0%+19.6%0.025%
4/22/2026Traveka Wealth LLC4,888$270K0.1%+9.8%0.023%
4/22/2026Venturi Wealth Management LLC5,742$317K0.0%-47.2%0.027%
4/22/2026MBE Wealth Management LLC7,018$387K0.2%-18.0%0.033%
4/21/2026Decker Retirement Planning Inc.93,408$5.16M2.3%+12.2%0.446%
4/21/2026Penobscot Wealth Management6,494$358K0.1%+9.1%0.031%
4/21/2026Hoxton Planning & Management LLC7,405$409K0.1%+19.4%0.035%
4/20/2026Kestra Private Wealth Services LLC11,623$642K0.0%-33.5%0.055%
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4/20/2026Apella Capital LLC229,221$12.65M0.2%N/A1.094%
4/17/2026Stewardship Advisors LLC16,665$920K0.2%+3.1%0.080%
4/17/2026Brookstone Capital Management9,906$547K0.0%N/A0.047%
4/16/2026Spectrum Planning & Advisory Services Inc.6,820$376K0.2%-5.1%0.033%
3/17/2026Rockefeller Capital Management L.P.3,759$216K0.0%+20.7%0.018%
3/13/2026World Investment Advisors14,268$822K0.0%+9.2%0.068%
3/9/2026Corient Private Wealth LLC3,622$209K0.0%N/A0.017%
2/27/2026Financially in Tune LLC5,795$334K0.3%N/A0.028%
2/19/2026Axxcess Wealth Management LLC4,929$284K0.0%+10.0%0.023%
2/19/2026Corient Private Wealth LLC3,622$209K0.0%N/A0.017%


USXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 308 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($190.08M), LPL Financial LLC ($51.70M), Sei Investments Co. ($48.36M), SigFig Wealth Management LLC ($38.59M), Envestnet Portfolio Solutions Inc. ($35.02M), JPMorgan Chase & Co. ($28.85M), and Federation des caisses Desjardins du Quebec ($22.51M).Learn more on iShares ESG Advanced MSCI USA ETF's institutional investors.

Of the 274 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 Asset Management Inc. ($621.92K), LPL Financial LLC ($589.20K), Orion Porfolio Solutions LLC ($363.07K), Sei Investments Co. ($232.93K), Apella Capital LLC ($229.22K), Spinnaker Trust ($177.25K), and Envestnet Portfolio Solutions Inc. ($148.88K).

Institutional investors have bought a total of 1,720,140 shares in the last 24 months. This purchase volume represents approximately $100.10M in transactions.

Of the 126 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. ($1.08M), Envestnet Portfolio Solutions Inc. ($259.19K), Spinnaker Trust ($124.78K), Park Avenue Securities LLC ($92.29K), Optas LLC ($51.47K), Royal Bank of Canada ($50.76K), and Integrated Wealth Concepts LLC ($41.91K).

Institutional investors have sold a total of 2,307,850 shares in the last 24 months. This volume of shares sold represents approximately $133.49M in transactions.


Related Companies

Institutional ownership data for NASDAQ:USXF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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