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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$67.31 +0.05 (+0.07%)
As of 07/2/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$129.98M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$287.91M
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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
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%
5/14/2026GC 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%
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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%
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%
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%
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%
2/12/2026Federation des caisses Desjardins du Quebec390,978$22.51M0.1%+8.0%1.857%
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2/12/2026Orion Porfolio Solutions LLC50,488$2.91M0.0%+8.7%0.240%
2/12/2026Commonwealth Equity Services LLC53,468$3.08M0.0%-19.0%0.254%
2/12/2026Penobscot Wealth Management5,955$343K0.1%+3.5%0.028%
2/12/2026SBE LLC DBA Cedar Cove Wealth Partners4,776$275K0.1%N/A0.023%
2/12/2026Keystone Financial Services9,717$560K0.2%-29.6%0.046%
2/12/2026Steward Partners Investment Advisory LLC38,537$2.22M0.0%-3.7%0.183%
2/12/2026Investor s Fiduciary Advisor Network LLC19,852$1.14M0.2%-2.3%0.094%
2/12/2026CIBC Private Wealth Group LLC1,187$68K0.0%N/A0.006%
2/12/2026Bank of Montreal Can7,459$429K0.0%+3,060.6%0.035%
2/11/2026Gateway Wealth Partners LLC5,103$294K0.0%N/A0.024%


USXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 310 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 275 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), Williams Financial LLC ($304.07K), Apella Capital LLC ($229.22K), and Spinnaker Trust ($177.49K).

Institutional investors have bought a total of 2,328,977 shares in the last 24 months. This purchase volume represents approximately $129.98M in transactions.

Of the 162 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. ($663.30K), Thrivent Financial for Lutherans ($214.34K), Park Avenue Securities LLC ($201.07K), JPMorgan Chase & Co. ($131.53K), Spinnaker Trust ($124.78K), and Atria Wealth Solutions Inc. ($109.82K).

Institutional investors have sold a total of 5,203,046 shares in the last 24 months. This volume of shares sold represents approximately $287.91M in transactions.


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This page (NASDAQ:USXF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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