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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

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$42.22
-0.07 (-0.17%)
(As of 04/18/2024 ET)
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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)
139
Total
Institutional Inflows
(last 12 months)
$197.65M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$128.31M
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USXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI USA ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Claro Advisors LLC5,151$233K0.0%N/A0.023%
4/18/2024Diversified Trust Co23,311$1.05M0.0%-5.6%0.105%
4/18/2024Skyline Advisors Inc.29,090$1.31M0.6%-1.8%0.131%
4/18/2024Optas LLC79,580$3.59M1.0%-1.8%0.359%
4/17/2024Physician Wealth Advisors Inc.11,226$481K0.1%-4.2%0.051%
4/16/2024Atwater Malick LLC46,721$2.11M0.7%+27.7%0.212%
4/16/2024Dohj LLC13,044$589K0.2%N/A0.059%
4/15/2024Sandbox Financial Partners LLC24,105$1.09M0.5%-5.2%0.110%
4/13/2024 Hoxton Planning & Management LLC4,724$213K0.1%N/A0.021%
4/12/2024 Austin Private Wealth LLC26,878$1.20M0.1%+6.0%0.122%
4/11/2024 GenWealth Group Inc.68,433$3.09M0.8%-4.2%0.312%
4/11/2024 International Assets Investment Management LLC23,795$1.07M0.0%-16.2%0.108%
4/11/2024 Buttonwood Financial Group LLC9,072$410K0.2%+29.4%0.041%
4/10/2024 Park Avenue Securities LLC390,944$17.65M0.2%-0.6%1.781%
4/9/2024 Monterey Private Wealth Inc.6,780$306K0.1%N/A0.031%
4/5/2024 VERITY Wealth Advisors26,031$1.18M0.9%+12.0%0.119%
3/15/2024Hart & Patterson Financial Group LLC15,539$619K0.3%N/A0.074%
3/15/2024Skyline Advisors Inc.29,633$1.18M0.6%N/A0.142%
3/15/2024B. Riley Wealth Advisors Inc.10,998$438K0.0%-40.3%0.053%
2/23/2024Beacon Financial Group6,272$250K0.0%N/A0.030%
2/16/2024Harbour Investments Inc.6,722$268K0.0%+15.9%0.032%
2/15/2024Mercer Global Advisors Inc. ADV5,228$208K0.0%N/A0.025%
2/15/2024Townsquare Capital LLC16,191$645K0.0%-5.2%0.077%
2/14/2024Royal Bank of Canada120,488$4.80M0.0%+27.5%0.576%
2/14/2024Kestra Advisory Services LLC29,921$1.19M0.0%-1.0%0.143%
2/14/2024Creative Planning14,273$568K0.0%N/A0.068%
2/14/2024MGO One Seven LLC24,803$988K0.1%N/A0.119%
2/14/2024Retirement Capital Strategies10,422$415K0.2%N/A0.050%
2/14/2024Regal Investment Advisors LLC19,999$796K0.1%-2.5%0.096%
2/13/2024Morningstar Investment Services LLC54,391$2.17M0.0%+227.5%0.260%
2/13/2024Envestnet Asset Management Inc.4,458,352$177.53M0.1%-1.5%21.332%
2/13/2024Cetera Advisor Networks LLC48,117$1.92M0.0%-3.6%0.230%
2/13/2024Goldman Sachs Group Inc.104,336$4.16M0.0%+108.7%0.499%
2/12/2024Goldstein Advisors LLC6,073$242K0.0%-8.9%0.029%
2/12/2024Stifel Financial Corp12,517$498K0.0%+1.9%0.060%
2/12/2024Steward Partners Investment Advisory LLC47,777$1.90M0.0%+11.7%0.229%
2/9/2024Congress Wealth Management LLC DE 16,470$656K0.0%+5.0%0.079%
2/9/2024Advisory Services Network LLC6,207$247K0.0%+4.1%0.030%
2/9/2024Assetmark Inc.69,395$2.76M0.0%+6.6%0.332%
2/9/2024UBS Group AG8,566$341K0.0%+7.1%0.041%
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2/8/2024SigFig Wealth Management LLC507,400$20.21M0.8%+15.4%2.428%
2/8/2024Fiera Capital Corp62,425$2.49M0.0%+256.4%0.299%
2/8/2024Janney Montgomery Scott LLC58,854$2.34M0.0%+5.9%0.282%
2/7/2024Avantax Advisory Services Inc.23,390$931K0.0%-1.6%0.112%
2/7/2024Envestnet Portfolio Solutions Inc.1,414,921$56.34M0.2%-1.1%6.770%
2/7/2024JFS Wealth Advisors LLC3,590$143K0.0%N/A0.017%
2/7/2024 NBC Securities Inc.780$31K0.0%N/A0.004%
2/7/2024AGF Management Ltd.8,000$319K0.0%+3.9%0.038%
2/7/2024Accredited Investors Inc.65,670$2.62M0.2%+12.5%0.314%
2/7/2024Van Hulzen Asset Management LLC18,543$738K0.1%+67.9%0.089%
2/7/2024Principal Securities Inc.2,922$116K0.0%N/A0.014%
2/7/2024Wrapmanager Inc.16,598$661K0.2%+38.8%0.079%
2/7/2024Concourse Financial Group Securities Inc.9,072$361K0.0%+297.4%0.043%
2/6/2024Crestone Asset Management LLC57,762$2.30M0.5%-12.8%0.276%
2/6/2024Apollon Wealth Management LLC9,484$378K0.0%N/A0.045%
2/6/2024Private Advisor Group LLC5,418$216K0.0%N/A0.026%
2/6/2024Spire Wealth Management6,736$276K0.0%+36.1%0.032%
2/6/2024U.S. Capital Wealth Advisors LLC5,136$205K0.0%N/A0.025%
2/6/2024First Horizon Advisors Inc.24,667$982K0.0%+12.6%0.118%
2/5/2024Kestra Private Wealth Services LLC5,224$208K0.0%N/A0.025%
2/5/2024Crew Capital Management Ltd.17,600$701K0.7%+4.0%0.084%
2/5/2024Magnus Financial Group LLC6,212$247K0.0%N/A0.030%
2/2/2024Spinnaker Trust168,911$6.73M0.5%-0.7%0.804%
2/2/2024Gould Asset Management LLC CA33,125$1.32M0.3%+38.0%0.158%
2/2/2024Atria Wealth Solutions Inc.121,611$4.84M0.1%+10.0%0.579%
2/2/2024JMG Financial Group Ltd.16,957$675K0.0%-46.2%0.081%
2/1/2024F M Investments LLC17,600$701K0.4%+4.0%0.084%
2/1/2024National Wealth Management Group LLC12,042$480K0.5%+28.1%0.057%
2/1/2024RWA Wealth Partners LLC560,557$22.32M0.3%-13.6%2.669%
2/1/2024 CWM LLC12,071$481K0.0%+497.9%0.057%
1/31/2024Opes Wealth Management LLC39,469$1.57M0.4%-4.7%0.188%
1/31/2024Goodwin Investment Advisory9,482$378K0.2%-40.6%0.045%
1/30/2024Wealth Alliance23,101$920K0.1%-5.3%0.110%
1/30/2024SVB Wealth LLC11,712$466K0.0%-17.2%0.056%
1/30/2024Keel Point LLC5,466$218K0.0%-17.0%0.026%
1/30/2024Mackenzie Financial Corp340,150$13.55M0.0%+3.2%1.620%
1/29/2024Horst & Graben Wealth Management LLC69,350$2.76M0.6%+1.9%0.330%
1/29/2024Keystone Financial Services15,901$633K0.3%+9.7%0.076%
1/29/2024Perigon Wealth Management LLC11,328$451K0.0%+16.5%0.054%
1/26/2024Cerity Partners LLC44,799$1.78M0.0%-1.5%0.213%
1/26/2024Financial Counselors Inc.11,476$457K0.0%+23.1%0.055%
1/26/2024Financial Connections Group Inc.179,313$7.14M4.6%+4.0%0.854%
1/26/2024Optas LLC81,052$3.23M1.0%-13.9%0.386%
1/25/2024MA Private Wealth23,399$932K0.2%-5.5%0.111%
1/25/2024 International Assets Investment Management LLC28,390$1.13M0.0%N/A0.135%
1/25/2024One Wealth Management Investment & Advisory Services LLC16,191$645K0.3%N/A0.077%
1/25/2024RKL Wealth Management LLC28,664$1.14M0.1%+12.5%0.137%
1/24/2024Stratos Wealth Partners LTD.33,121$1.32M0.0%-4.3%0.159%
1/24/2024Allworth Financial LP279,857$11.14M0.1%+9.3%1.342%
1/24/2024 International Assets Investment Management LLC1,130,490$45.02M0.0%N/A5.422%
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1/24/2024Halbert Hargrove Global Advisors LLC28,535$1.14M0.1%N/A0.137%
1/24/2024Tempus Wealth Planning LLC5,971$238K0.1%-4.5%0.029%
1/24/2024Walkner Condon Financial Advisors LLC105,896$4.22M1.0%+12.0%0.508%
1/23/2024Venturi Wealth Management LLC10,070$401K0.0%+2.8%0.048%
1/23/2024Physician Wealth Advisors Inc.11,719$482K0.1%-2.2%0.056%
1/22/2024Pallas Capital Advisors LLC5,428$216K0.0%N/A0.026%
1/19/2024Sharkey Howes & Javer63,649$2.54M0.4%-51.5%0.305%
1/18/2024McGlone Suttner Wealth Management Inc.2,553$102K0.0%N/A0.012%
1/18/2024Sandbox Financial Partners LLC25,425$1.01M0.5%+120.2%0.122%
1/18/2024 Austin Private Wealth LLC25,346$1.01M0.1%+5.7%0.121%
(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, 200 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. ($177.53M), BlackRock Inc. ($111.09M), Envestnet Portfolio Solutions Inc. ($56.34M), Adviser Investments LLC ($22.50M), RWA Wealth Partners LLC ($22.32M), and SigFig Wealth Management LLC ($20.21M).Learn more on USXF's institutional investors.

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

Of the 182 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: BlackRock Inc. ($3.52M), Envestnet Portfolio Solutions Inc. ($1.43M), International Assets Investment Management LLC ($1.16M), Envestnet Asset Management Inc. ($856.21K), Adviser Investments LLC ($650.74K), JPMorgan Chase & Co. ($422.70K), and SigFig Wealth Management LLC ($417.64K).

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

Institutional investors have bought a total of 12,824,370 shares in the last 24 months. This purchase volume represents approximately $723.75M in transactions.

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

Of the 108 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. ($3.64M), BlackRock Inc. ($570.80K), Advisor Group Holdings Inc. ($193.27K), Sharkey Howes & Javer ($169.37K), Park Avenue Securities LLC ($116.73K), Royal Bank of Canada ($113.05K), and RWA Wealth Partners LLC ($88.58K).

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

Institutional investors have sold a total of 5,815,996 shares in the last 24 months. This volume of shares sold represents approximately $279.66M in transactions.


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This page (NASDAQ:USXF) was last updated on 4/19/2024 by MarketBeat.com Staff

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