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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$70.00 -0.42 (-0.60%)
As of 02:03 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)
148
Total
Institutional Inflows
(last 12 months)
$110.82M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$149.70M
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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
8/7/2026 Trust Co. of Vermont4,253$656K0.0%N/A0.020%
7/10/2026 Investors Research Corp995$69K0.0%+18.6%0.005%
7/10/2026 Insight Wealth Strategies LLC3,114$213K0.0%N/A0.015%
7/10/2026 Accel Wealth Management2,898$201K0.0%N/A0.014%
7/10/2026 JFS Wealth Advisors LLC1,966$137K0.0%-10.4%0.009%
7/10/2026 GenWealth Group Inc.61,136$4.25M0.7%-5.9%0.288%
7/10/2026 Highland Financial Advisors LLC77,452$5.38M1.2%+60.7%0.364%
7/9/2026 Focus Financial Network Inc.5,757$400K0.0%+46.2%0.027%
7/8/2026 Attessa Capital LLC7,136$496K0.2%-3.0%0.034%
7/8/2026 Apella Capital LLC227,544$15.22M0.2%-0.7%1.076%
7/8/2026 Archer Investment Management LLC57,487$3.99M1.4%-33.0%0.272%
7/6/2026 Trilogy Capital Inc.5,664$393K0.0%+7.2%0.027%
6/9/2026Contango Wealth Management LLC5,205$287K0.3%N/A0.025%
6/3/2026 NewEdge Advisors LLC55,868$3.08M0.0%+18.8%0.264%
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%
5/18/2026 EverSource Wealth Advisors LLC8,232$454K0.0%+3.7%0.039%
5/18/2026Royal Bank of Canada131,211$7.24M0.0%-27.9%0.620%
5/15/2026 Gateway Wealth Partners LLC16,250$897K0.0%+218.4%0.077%
5/14/2026 GC 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%
5/13/2026 Cetera Investment Advisers232,254$12.82M0.0%+1.6%1.098%
5/13/2026 Alesco Advisors LLC An ESL Co8,087$446K0.0%+26.7%0.038%
5/6/2026 Cornerstone Planning Group LLC6,954$384K0.1%+1,398.7%0.033%
5/6/2026 Assetmark Inc.78,747$4.35M0.0%+1.6%0.372%
5/6/2026 Gould Asset Management LLC CA42,555$2.35M0.4%+3.9%0.201%
5/6/2026 Sofi Wealth LLC73,467$4.06M0.2%+24.8%0.347%
5/5/2026 Navigation Group LLC10,470$578K0.1%N/A0.050%
5/5/2026 Bank 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%
5/2/2026 International Assets Investment Management LLC2,346$131K0.0%-75.6%0.011%
5/2/2026 Diversify Wealth Management LLC11,008$608K0.0%+43.5%0.052%
5/2/2026 Valmark Advisers Inc.9,108$503K0.0%+14.1%0.043%
5/1/2026 Fifth Third Bancorp1,933$107K0.0%N/A0.009%
5/1/2026 Sovran Advisors LLC3,748$207K0.0%-4.6%0.018%
5/1/2026Financial Connections Group Inc.227,786$12.57M4.4%-5.7%1.080%
4/30/2026 Accredited Investors Inc.70,646$3.90M0.2%-2.0%0.335%
4/30/2026 Beacon Financial Group6,514$360K0.0%+6.2%0.031%
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4/30/2026 Kestra Advisory Services LLC33,150$1.83M0.0%+14.2%0.157%
4/29/2026 ArborFi Advisors LLC4,223$233K0.2%N/A0.020%
4/29/2026 Horst & 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%
4/28/2026 Walkner Condon Financial Advisors LLC69,421$3.83M0.5%+1.3%0.331%
4/28/2026 NBT Bank N A NY662$37K0.0%+1,041.4%0.003%
4/27/2026 Private Advisor Group LLC10,559$583K0.0%+36.1%0.050%
4/27/2026 Optas LLC58,260$3.22M0.5%+72.5%0.278%
4/25/2026 Physician 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%
4/24/2026 Equita Financial Network Inc.40,680$2.25M0.7%-4.5%0.194%
4/23/2026 Spinnaker Trust155,960$8.61M0.5%-2.9%0.744%
4/23/2026 Oregon Pacific Wealth Management LLC5,528$305K0.3%-6.6%0.026%
4/23/2026 Apollon Wealth Management LLC4,425$244K0.0%-3.6%0.021%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,662$533K0.0%+98.3%0.046%
4/22/2026 Janney Montgomery Scott LLC96,470$5.33M0.0%+0.6%0.460%
4/22/2026 Trilogy Capital Inc.5,282$292K0.0%+19.6%0.025%
4/22/2026 Traveka Wealth LLC4,888$270K0.1%+9.8%0.023%
4/22/2026 Venturi Wealth Management LLC5,742$317K0.0%-47.2%0.027%
4/22/2026 MBE Wealth Management LLC7,018$387K0.2%-18.0%0.033%
4/21/2026 Decker Retirement Planning Inc.93,408$5.16M2.3%+12.2%0.446%
4/21/2026 Penobscot Wealth Management6,494$358K0.1%+9.1%0.031%
4/21/2026 Hoxton Planning & Management LLC7,405$409K0.1%+19.4%0.035%
4/20/2026 Kestra Private Wealth Services LLC11,623$642K0.0%-33.5%0.055%
4/20/2026 Apella Capital LLC229,221$12.65M0.2%N/A1.094%
4/17/2026 Stewardship Advisors LLC16,665$920K0.2%+3.1%0.080%
4/17/2026 Brookstone Capital Management9,906$547K0.0%N/A0.047%
4/16/2026 Spectrum 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%
3/9/2026 Corient Private Wealth LLC3,622$209K0.0%N/A0.017%
2/27/2026Financially in Tune LLC5,795$334K0.3%N/A0.028%
2/19/2026 Axxcess Wealth Management LLC4,929$284K0.0%+10.0%0.023%
2/19/2026 Corient Private Wealth LLC3,622$209K0.0%N/A0.017%
2/18/2026 Mercer Global Advisors Inc. ADV4,573$263K0.0%N/A0.022%
2/18/2026Beacon Pointe Advisors LLC34,841$2.01M0.0%+7.6%0.166%
2/18/2026Mackenzie Financial Corp357,927$20.78M0.0%+0.9%1.700%
2/18/2026 NewEdge Advisors LLC47,035$2.71M0.0%+5.7%0.223%
2/18/2026 Maia Wealth LLC7,019$409K0.1%-44.4%0.033%
2/17/2026 Cetera Investment Advisers228,586$13.16M0.0%+4.6%1.086%
2/17/2026Equitable Holdings Inc.41,605$2.40M0.0%+5.6%0.198%
2/17/2026 GeoWealth Management LLC49,706$2.86M0.1%+9.1%0.236%
2/17/2026Regal Investment Advisors LLC14,301$823K0.0%-1.6%0.068%
2/17/2026Osaic Holdings Inc.68,822$3.96M0.0%-24.3%0.327%
2/17/2026 Advisory Services Network LLC9,174$528K0.0%+202.8%0.044%
2/17/2026&PARTNERS23,906$1.38M0.0%+66.6%0.114%
2/17/2026Royal Bank of Canada181,974$10.48M0.0%+21.7%0.864%
2/17/2026 Gould Asset Management LLC CA40,975$2.36M0.4%-4.1%0.195%
2/16/2026 MML Investors Services LLC183,084$10.54M0.0%+23.3%0.870%
2/16/2026Mariner LLC16,779$966K0.0%+19.0%0.080%
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2/13/2026CreativeOne Wealth LLC10,197$587K0.0%+1.9%0.048%
2/13/2026 Kestra Advisory Services LLC29,029$1.67M0.0%+3.1%0.138%
2/13/2026Transamerica Financial Advisors LLC1,002$58K0.0%+48.9%0.005%
2/13/2026Ally Invest Advisors Inc.51,094$2.94M0.2%-9.8%0.243%
2/13/2026Balanced Rock Investment Advisors LLC102,592$5.91M4.2%-4.8%0.487%
2/13/2026 Gen Wealth Partners Inc4,468$257K0.0%-7.5%0.021%
2/13/2026 Integrated Wealth Concepts LLC22,709$1.31M0.0%-64.1%0.108%
2/13/2026 OpenArc Corporate Advisory LLC8,892$512K0.0%N/A0.042%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC979$56K0.0%N/A0.005%
2/13/2026Wells Fargo & Company MN118,110$6.80M0.0%-2.3%0.561%


USXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 304 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($154.58M), LPL Financial LLC ($51.70M), Sei Investments Co. ($48.36M), SigFig Wealth Management LLC ($38.59M), Envestnet Portfolio Solutions Inc. ($30.27M), 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 270 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 1,961,585 shares in the last 24 months. This purchase volume represents approximately $110.82M in transactions.

Of the 133 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. ($1.03M), Envestnet Portfolio Solutions Inc. ($244.90K), Thrivent Financial for Lutherans ($214.34K), Spinnaker Trust ($124.78K), Park Avenue Securities LLC ($92.29K), Balanced Rock Investment Advisors LLC ($75.51K), and MML Investors Services LLC ($72.10K).

Institutional investors have sold a total of 2,630,389 shares in the last 24 months. This volume of shares sold represents approximately $149.70M in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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