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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$56.95 -0.28 (-0.49%)
Closing price 03:59 PM Eastern
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$56.91 -0.04 (-0.07%)
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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)
204
Total
Institutional Inflows
(last 12 months)
$211.42M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$203.50M
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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
8/29/2025 Evolution Wealth Management Inc.597$32K0.0%N/A0.003%
8/27/2025 Orion Porfolio Solutions LLC43,044$2.32M0.0%-9.1%0.190%
8/26/2025 Thrivent Financial for Lutherans10,110$545K0.0%-95.5%0.045%
8/18/2025 Kestra Investment Management LLC4,220$228K0.0%-27.0%0.019%
8/15/2025 Equitable Holdings Inc.49,278$2.66M0.0%-29.3%0.217%
8/15/2025 Captrust Financial Advisors3,830$207K0.0%N/A0.017%
8/15/2025 Smartleaf Asset Management LLC492$26K0.0%N/A0.002%
8/15/2025 Snowden Capital Advisors LLC19,462$1.05M0.0%-20.0%0.086%
8/15/2025 Orion Porfolio Solutions LLC402,982$22.91M0.2%+751.0%1.775%
8/15/2025 MML Investors Services LLC221,136$11.93M0.0%-24.6%0.974%
8/15/2025 Modern Wealth Management LLC20,988$1.13M0.0%+46.3%0.092%
8/15/2025 Balanced Rock Investment Advisors LLC117,136$6.32M5.0%-37.5%0.516%
8/15/2025 Bank of America Corp DE116,126$6.26M0.0%+19.9%0.512%
8/14/2025 Jane Street Group LLC7,267$392K0.0%-25.0%0.032%
8/14/2025 Raymond James Financial Inc.25,028$1.35M0.0%-10.1%0.110%
8/14/2025 Diversify Advisory Services LLC9,326$524K0.0%-55.2%0.041%
8/14/2025 Clarity Asset Management Inc.817$44K0.0%N/A0.004%
8/14/2025 Sei Investments Co.715,184$38.57M0.0%+15.0%3.151%
8/14/2025 NewEdge Advisors LLC30,702$1.66M0.0%-13.6%0.135%
8/14/2025 Qube Research & Technologies Ltd1,945$105K0.0%N/A0.009%
8/14/2025 Transce3nd LLC550$30K0.0%-30.8%0.002%
8/14/2025 Ally Invest Advisors Inc.54,231$2.93M0.2%+17.0%0.239%
8/14/2025 Cerity Partners LLC70,589$3.81M0.0%-16.5%0.311%
8/13/2025 Flow Traders U.S. LLC27,807$1.50M0.1%+307.4%0.122%
8/13/2025 Gateway Wealth Partners LLC4,220$228K0.0%-27.0%0.019%
8/13/2025 Milestone Investment Advisors LLC5,757$310K0.1%-9.8%0.025%
8/13/2025 GeoWealth Management LLC53,161$2.87M0.1%+14.3%0.234%
8/13/2025 First Trust Advisors LP5,216$281K0.0%+14.0%0.023%
8/13/2025 EverSource Wealth Advisors LLC10,187$549K0.0%-30.9%0.045%
8/13/2025 CW Advisors LLC21,275$1.15M0.0%+50.4%0.094%
8/13/2025 Elios Financial Group Inc.29,980$1.62M0.7%-17.2%0.132%
8/13/2025 Twin Peaks Wealth Advisors LLC2,523$142K0.0%N/A0.011%
8/13/2025 Van Hulzen Asset Management LLC13,309$718K0.1%-7.0%0.059%
8/13/2025 Mackenzie Financial Corp363,806$19.62M0.0%-1.5%1.603%
8/13/2025 Northwestern Mutual Wealth Management Co.18,186$981K0.0%-1.2%0.080%
8/13/2025 Elevation Point Wealth Partners LLC2,670$144K0.0%N/A0.012%
8/13/2025 Maia Wealth LLC15,502$836K0.2%-13.4%0.068%
8/12/2025 Steward Partners Investment Advisory LLC45,315$2.44M0.0%-25.2%0.200%
8/12/2025 CreativeOne Wealth LLC11,055$596K0.0%-15.8%0.049%
8/12/2025 JPMorgan Chase & Co.493,030$26.59M0.0%-21.1%2.172%
8/11/2025 Perennial Investment Advisors LLC17,511$944K0.1%-2.6%0.077%
8/11/2025 Sofi Wealth LLC34,009$1.83M0.1%+64.5%0.150%
8/8/2025 Financial Gravity Companies Inc.3,167$171K0.0%N/A0.014%
8/8/2025 Tortoise Investment Management LLC7,262$392K0.0%-8.6%0.032%
8/8/2025 Avantax Advisory Services Inc.35,077$1.89M0.0%-9.6%0.155%
8/8/2025 Cetera Investment Advisers239,475$12.92M0.0%-23.3%1.055%
8/8/2025 Creative Planning16,039$865K0.0%+19.5%0.071%
8/8/2025 Wrapmanager Inc.4,920$265K0.1%-43.1%0.022%
8/8/2025 Accredited Investors Inc.78,611$4.24M0.3%-4.9%0.346%
8/8/2025 PNC Financial Services Group Inc.1,014$55K0.0%-34.8%0.004%
8/8/2025 Wealth Alliance LLC18,862$1.02M0.1%-25.4%0.083%
8/8/2025 eCIO Inc.13,053$704K0.3%N/A0.058%
8/7/2025 Allworth Financial LP283,077$15.27M0.1%-0.3%1.247%
8/7/2025 Keystone Financial Services13,654$736K0.3%-32.8%0.060%
8/6/2025 RWA Wealth Partners LLC108,942$5.88M0.1%-6.4%0.480%
8/6/2025 AGF Management Ltd.6,700$361K0.0%-6.9%0.030%
8/6/2025 Decker Retirement Planning Inc.83,825$4.52M2.6%+30,161.7%0.369%
8/6/2025 One Wealth Capital Management LLC14,040$757K0.4%-34.2%0.062%
8/6/2025 AE Wealth Management LLC3,176$171K0.0%-26.6%0.014%
8/6/2025 Valtinson Bruner Financial Planning LLC4,904$264K0.1%-13.3%0.022%
8/6/2025 Golden State Wealth Management LLC469$25K0.0%-92.1%0.002%
8/6/2025 First Horizon Advisors Inc.11,582$625K0.0%+4.0%0.051%
8/4/2025 Creative Financial Designs Inc. ADV3,599$194K0.0%-16.8%0.016%
8/4/2025 Atria Investments Inc9,707$523K0.0%-12.1%0.043%
8/4/2025 Spinnaker Trust280,739$15.14M0.9%+3.1%1.237%
8/4/2025 Assetmark Inc.101,926$5.50M0.0%-17.8%0.449%
8/4/2025 World Investment Advisors16,790$906K0.0%-26.3%0.074%
8/1/2025 Austin Private Wealth LLC24,905$1.34M0.1%-20.1%0.110%
8/1/2025 Equita Financial Network Inc.45,693$2.46M1.0%-14.2%0.201%
8/1/2025 Rossby Financial LCC1,898$102K0.0%-20.6%0.008%
8/1/2025 Envestnet Asset Management Inc.3,730,985$201.21M0.1%-27.9%16.436%
7/31/2025 Opes Wealth Management LLC44,795$2.42M0.4%+2.9%0.197%
7/30/2025 Strategic Blueprint LLC9,137$493K0.0%-27.7%0.040%
7/30/2025 Rehmann Capital Advisory Group3,943$213K0.0%N/A0.017%
7/30/2025 Black Diamond Financial LLC4,049$218K0.0%N/A0.018%
7/30/2025 WBH Advisory Inc.7,112$384K0.0%-23.1%0.031%
7/29/2025 Financial Advisors LLC59,514$3.21M0.6%+56.8%0.262%
7/29/2025 Madison Wealth Partners Inc3,745$202K0.0%N/A0.016%
7/29/2025 International Assets Investment Management LLC9,416$508K0.0%N/A0.041%
7/29/2025 Stratos Wealth Partners LTD.36,786$1.98M0.0%-3.4%0.162%
7/29/2025 Two West Capital Advisors LLC3,870$216K0.1%N/A0.017%
7/29/2025 Horst & Graben Wealth Management LLC56,386$3.04M0.5%-22.5%0.248%
7/29/2025 Aire Advisors LLC4,041$218K0.0%N/A0.018%
7/28/2025 Harbour Investments Inc.6,387$344K0.0%-9.0%0.028%
7/28/2025 Cypress Wealth Services LLC5,520$298K0.1%N/A0.024%
7/28/2025 Sagespring Wealth Partners LLC19,237$1.04M0.0%-16.3%0.085%
7/28/2025 RFG Advisory LLC21,263$1.15M0.0%-28.3%0.094%
7/28/2025 Axxcess Wealth Management LLC5,645$304K0.0%+11.0%0.025%
7/25/2025 Atria Wealth Solutions Inc.20,708$1.12M0.0%-84.1%0.091%
7/25/2025 Envestnet Portfolio Solutions Inc.770,227$41.54M0.2%-35.2%3.401%
7/25/2025 MGO One Seven LLC24,880$1.34M0.0%-18.2%0.110%
7/25/2025 CWM LLC21,251$1.15M0.0%-3.1%0.094%
7/25/2025 Sovereign Financial Group Inc.5,329$287K0.1%-28.0%0.024%
7/24/2025 Financial Connections Group Inc.222,581$12.00M5.0%+0.9%0.983%
7/24/2025 JFS Wealth Advisors LLC3,082$166K0.0%-33.6%0.014%
7/24/2025 JB Capital LLC4,976$268K0.0%-25.8%0.022%
7/24/2025 Endeavor Private Wealth Inc.5,864$316K0.1%+19.6%0.026%
7/23/2025 Values Added Financial LLC14,729$794K0.4%+36.7%0.065%
7/23/2025 Optas LLC85,247$4.60M0.9%+1.1%0.376%
7/23/2025 Dohj LLC21,231$1.15M0.3%-42.9%0.094%
(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, 274 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($201.21M), LPL Financial LLC ($54.12M), Envestnet Portfolio Solutions Inc. ($41.54M), Sei Investments Co. ($38.57M), SigFig Wealth Management LLC ($36.06M), JPMorgan Chase & Co. ($26.59M), and Adviser Investments LLC ($22.50M).Learn more on iShares ESG Advanced MSCI USA ETF's institutional investors.

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

Of the 246 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 Portfolio Solutions Inc. ($1.58M), International Assets Investment Management LLC ($1.19M), LPL Financial LLC ($763.58K), Envestnet Asset Management Inc. ($655.56K), Sei Investments Co. ($525.83K), Orion Porfolio Solutions LLC ($355.63K), and Williams Financial LLC ($304.07K).

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

Institutional investors have bought a total of 4,232,903 shares in the last 24 months. This purchase volume represents approximately $211.42M in transactions.

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

Of the 132 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. ($1.44M), Envestnet Portfolio Solutions Inc. ($737.41K), Thrivent Financial for Lutherans ($214.34K), JPMorgan Chase & Co. ($132.28K), Atria Wealth Solutions Inc. ($119.70K), Park Avenue Securities LLC ($109.47K), and Mackenzie Financial Corp ($102.10K).

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

Institutional investors have sold a total of 3,878,366 shares in the last 24 months. This volume of shares sold represents approximately $203.50M in transactions.


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This page (NASDAQ:USXF) was last updated on 9/12/2025 by MarketBeat.com Staff
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