Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free USXF Stock Alerts

iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$68.42 -0.58 (-0.84%)
Closing price 04:00 PM Eastern
Extended Trading
$68.40 -0.02 (-0.03%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$94.46M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$128.96M
Get USXF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Advanced MSCI USA ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

USXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI USA ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tortoise Investment Management LLC6,477$450K0.0%-6.5%0.030%
9/9/2026 Capital Analysts LLC19,855$1.38M0.0%+3.0%0.093%
9/9/2026 Integrated Wealth Concepts LLC63,624$4.42M0.0%+1.3%0.298%
9/9/2026 RFG Advisory LLC14,905$1.04M0.0%-2.0%0.070%
9/9/2026 NewEdge Advisors LLC60,517$4.20M0.0%+8.3%0.283%
9/9/2026 Baird Financial Group Inc.23,730$1.65M0.0%N/A0.111%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group7,020$488K0.0%-4.9%0.033%
8/23/2026 Endeavor Private Wealth Inc.7,233$502K0.1%-8.8%0.034%
8/23/2026 Highland Financial Advisors LLC77,452$5.38M1.2%+60.7%0.363%
8/22/2026 LifePlan Investment Advisors Inc.8,405$584K0.2%-9.5%0.039%
8/22/2026 Concurrent Investment Advisors LLC16,049$1.12M0.0%+6.5%0.075%
8/21/2026 Continuum Advisory LLC1,114$77K0.0%N/A0.005%
8/21/2026 Buttonwood Financial Group LLC2,989$208K0.1%N/A0.014%
8/21/2026 Investors Research Corp995$69K0.0%+18.6%0.005%
8/15/2026 First Bancorp Inc ME388$27K0.0%N/A0.002%
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%
5/19/2026 Western Wealth Management LLC1,915$106K0.0%N/A0.009%
5/19/2026 GTS Financial LLC9,521$526K0.4%N/A0.045%
5/19/2026 Bank 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%
5/18/2026 Royal 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%
5/14/2026 Modern Wealth Management LLC55,706$3.10M0.1%+56.8%0.263%
5/14/2026 Sei 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
5/5/2026 Sanctuary 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%
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%
4/28/2026 Pine 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%
4/24/2026 Capital 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%
3/17/2026 Rockefeller Capital Management L.P.3,759$216K0.0%+20.7%0.018%
3/13/2026 World 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/18/2026 Beacon Pointe Advisors LLC34,841$2.01M0.0%+7.6%0.166%
2/18/2026 Mackenzie 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%
2/17/2026 Equitable 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%
2/17/2026 Regal Investment Advisors LLC14,301$823K0.0%-1.6%0.068%
2/17/2026 Osaic 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%


USXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 307 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 273 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 1,639,735 shares in the last 24 months. This purchase volume represents approximately $94.46M in transactions.

Of the 129 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), 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 2,245,188 shares in the last 24 months. This volume of shares sold represents approximately $128.96M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going t...
Decentralized Masters | Sponsoredtc pixel
MILLIONAIRE MASTERCLASS INVITE: Altucher
James Altucher says Elon Musk is preparing an unprecedented project set to surface on September 25. Altuche...
Paradigm Press | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel