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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$66.45 -0.52 (-0.78%)
As of 07/24/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
162
Total
Institutional Inflows
(last 12 months)
$128.15M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$249.66M
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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
7/10/2026 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%
6/3/2026NewEdge 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%
5/18/2026EverSource 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%
5/14/2026 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%
5/13/2026Cetera 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%
5/2/2026 International 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%
4/30/2026 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%
4/30/2026Kestra Advisory Services LLC33,150$1.83M0.0%+14.2%0.157%
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4/29/2026ArborFi 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%
4/28/2026Walkner 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%
4/27/2026 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%
4/24/2026Equita Financial Network Inc.40,680$2.25M0.7%-4.5%0.194%
4/23/2026Spinnaker Trust155,960$8.61M0.5%-2.9%0.744%
4/23/2026 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%
4/22/2026Janney 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%
4/22/2026MBE 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%
4/20/2026Kestra 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%
3/9/2026Corient 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%
2/18/2026Mercer 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%
2/18/2026NewEdge Advisors LLC47,035$2.71M0.0%+5.7%0.223%
2/18/2026Maia Wealth LLC7,019$409K0.1%-44.4%0.033%
2/17/2026Cetera Investment Advisers228,586$13.16M0.0%+4.6%1.086%
2/17/2026Equitable Holdings Inc.41,605$2.40M0.0%+5.6%0.198%
2/17/2026GeoWealth 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%
2/17/2026Advisory 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%
2/17/2026Gould Asset Management LLC CA40,975$2.36M0.4%-4.1%0.195%
2/16/2026MML Investors Services LLC183,084$10.54M0.0%+23.3%0.870%
2/16/2026Mariner LLC16,779$966K0.0%+19.0%0.080%
2/13/2026CreativeOne Wealth LLC10,197$587K0.0%+1.9%0.048%
Trump's New Dollar (Ad)

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2/13/2026Kestra 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%
2/13/2026Gen Wealth Partners Inc4,468$257K0.0%-7.5%0.021%
2/13/2026Integrated Wealth Concepts LLC22,709$1.31M0.0%-64.1%0.108%
2/13/2026OpenArc 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%
2/12/2026Jane Street Group LLC10,033$578K0.0%-36.6%0.048%


USXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 309 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 272 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. ($655.56K), LPL Financial LLC ($589.20K), Sei Investments Co. ($461.04K), Orion Porfolio Solutions LLC ($363.07K), Apella Capital LLC ($229.22K), Spinnaker Trust ($177.49K), and Thrivent Financial for Lutherans ($157.67K).

Institutional investors have bought a total of 2,284,151 shares in the last 24 months. This purchase volume represents approximately $128.15M in transactions.

Of the 154 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. ($2.48M), Envestnet Portfolio Solutions Inc. ($244.90K), Thrivent Financial for Lutherans ($214.34K), JPMorgan Chase & Co. ($131.53K), Spinnaker Trust ($124.78K), Park Avenue Securities LLC ($92.29K), and Balanced Rock Investment Advisors LLC ($75.51K).

Institutional investors have sold a total of 4,483,886 shares in the last 24 months. This volume of shares sold represents approximately $249.66M in transactions.


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This page (NASDAQ:USXF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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