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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$50.60 -1.17 (-2.26%)
Closing price 02/21/2025 04:00 PM Eastern
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$50.80 +0.20 (+0.40%)
As of 02/21/2025 06:32 PM Eastern
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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)
179
Total
Institutional Inflows
(last 12 months)
$210.07M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$19.48M
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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
2/20/2025 Mackenzie Financial Corp465,904$23.17M0.0%+23.5%1.768%
2/18/2025 Continuum Advisory LLC2,263$113K0.0%-10.4%0.009%
2/17/2025 Snowden Capital Advisors LLC24,100$1.20M0.0%+19.2%0.091%
2/17/2025 LifePlan Investment Advisors Inc.14,303$711K0.4%+62.2%0.054%
2/17/2025 Investor s Fiduciary Advisor Network LLC43,274$2.15M0.8%N/A0.164%
2/17/2025 Gen Wealth Partners Inc7,795$388K0.2%-4.1%0.030%
2/17/2025 CoreCap Advisors LLC10,583$526K0.0%+3.1%0.040%
2/17/2025 Cetera Investment Advisers277,383$13.79M0.0%+12.1%1.053%
2/17/2025 Bank of America Corp DE95,398$4.74M0.0%+1.7%0.362%
2/17/2025 Aptus Capital Advisors LLC13,769$685K0.0%+8.8%0.052%
2/14/2025 Comerica Bank3,892$194K0.0%+6.6%0.015%
2/14/2025 Capital Analysts LLC7,917$394K0.0%+35.6%0.030%
2/14/2025 Integrated Wealth Concepts LLC59,390$2.95M0.0%-34.3%0.225%
2/14/2025 MGO One Seven LLC31,217$1.55M0.1%+15.4%0.118%
2/14/2025 Stifel Financial Corp12,984$646K0.0%+3.1%0.049%
2/14/2025 Transce3nd LLC821$41K0.0%N/A0.003%
2/14/2025 MML Investors Services LLC283,602$14.10M0.0%+6.7%1.076%
2/14/2025 First Trust Advisors LP4,556$227K0.0%N/A0.017%
2/14/2025 Freedom Investment Management Inc.5,203$259K0.0%N/A0.020%
2/14/2025 GeoWealth Management LLC18,329$911K0.0%+1,821.3%0.070%
2/14/2025 Balanced Rock Investment Advisors LLC183,632$9.13M7.2%-8.0%0.697%
2/14/2025 Concourse Financial Group Securities Inc.16,778$880K0.0%+22.7%0.064%
2/13/2025 Zacks Investment Management5,215$259K0.0%+6.2%0.020%
2/13/2025 NewEdge Advisors LLC8,372$416K0.0%+49.4%0.032%
2/13/2025 Lifelong Wealth Advisors Inc.9,339$464K0.2%N/A0.035%
2/13/2025 Ally Invest Advisors Inc.41,470$2.06M0.2%+2.1%0.157%
2/13/2025 Regal Investment Advisors LLC25,461$1.27M0.1%+14.4%0.097%
2/13/2025 United Capital Financial Advisors LLC88,752$4.41M0.0%+12.6%0.337%
2/13/2025 CreativeOne Wealth LLC12,135$603K0.0%+28.5%0.046%
2/13/2025 Mariner LLC7,365$366K0.0%N/A0.028%
2/13/2025 Savvy Advisors Inc.6,615$329K0.0%-4.5%0.025%
2/13/2025 Sagespring Wealth Partners LLC20,213$1.01M0.0%N/A0.077%
2/13/2025 Townsquare Capital LLC30,783$1.53M0.0%+55.9%0.117%
2/13/2025 Elios Financial Group Inc.35,829$1.78M0.8%-1.4%0.136%
2/13/2025 Accredited Investors Inc.77,739$3.87M0.2%+10.7%0.295%
2/13/2025 Raymond James Financial Inc.20,953$1.04M0.0%N/A0.080%
2/13/2025 Advisory Services Network LLC4,972$247K0.0%-21.4%0.019%
2/13/2025 Bank of Montreal Can1,086$54K0.0%-23.2%0.004%
2/13/2025 Envestnet Asset Management Inc.5,079,847$252.57M0.1%+11.6%19.278%
2/13/2025 Perennial Investment Advisors LLC11,041$549K0.1%+41.9%0.042%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

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2/13/2025 Wells Fargo & Company MN92,475$4.60M0.0%+19.0%0.351%
2/12/2025 World Investment Advisors20,932$1.04M0.0%+10.7%0.079%
2/12/2025 National Wealth Management Group LLC18,074$899K0.6%+3.8%0.069%
2/12/2025 O Shaughnessy Asset Management LLC11,555$575K0.0%N/A0.044%
2/12/2025 Physician Wealth Advisors Inc.9,853$490K0.1%-23.4%0.037%
2/12/2025 RWA Wealth Partners LLC128,547$6.39M0.1%-2.1%0.488%
2/12/2025 WealthTrak Capital Management LLC794$39K0.0%N/A0.003%
2/12/2025 JPMorgan Chase & Co.609,056$30.28M0.0%+28.1%2.311%
2/12/2025 Aire Advisors LLC4,024$200K0.0%N/A0.015%
2/11/2025 Congress Wealth Management LLC DE 12,925$643K0.0%-21.9%0.049%
2/11/2025 LPL Financial LLC1,048,166$52.12M0.0%+78.8%3.978%
2/11/2025 Sei Investments Co.515,956$25.65M0.0%+7.0%1.958%
2/11/2025 SigFig Wealth Management LLC649,148$32.44M1.2%+4.1%2.464%
2/10/2025 Thrivent Financial for Lutherans218,923$11.43M0.0%+8.2%0.831%
2/10/2025 Axxcess Wealth Management LLC4,804$239K0.0%N/A0.018%
2/10/2025 Harbour Investments Inc.6,874$342K0.0%+5.2%0.026%
2/10/2025 Centurion Wealth Management LLC6,087$303K0.1%-10.8%0.023%
2/10/2025 Envestnet Portfolio Solutions Inc.1,507,637$74.96M0.2%+10.9%5.722%
2/10/2025 Maiden Cove Capital LLC10,680$531K0.8%-13.4%0.041%
2/10/2025 Valtinson Bruner Financial Planning LLC5,122$255K0.1%N/A0.019%
2/10/2025 Commonwealth Equity Services LLC77,049$3.83M0.0%+7.5%0.292%
2/10/2025 Avantax Advisory Services Inc.34,766$1.73M0.0%+12.1%0.132%
2/10/2025 Farther Finance Advisors LLC19,149$952K0.0%-2.3%0.073%
2/10/2025 EverSource Wealth Advisors LLC16,643$827K0.1%+10.2%0.063%
2/7/2025 HighTower Advisors LLC29,484$1.47M0.0%+291.0%0.112%
2/7/2025 AGF Management Ltd.7,900$393K0.0%+5.3%0.030%
2/7/2025 Retirement Capital Strategies15,074$749K0.3%N/A0.057%
2/7/2025 Tortoise Investment Management LLC7,942$395K0.0%-4.8%0.030%
2/7/2025 PNC Financial Services Group Inc.1,695$84K0.0%+34.0%0.006%
2/6/2025 One Capital Management LLC5,440$270K0.0%N/A0.021%
2/6/2025 Raymond James Financial Inc.20,953$1.04M0.0%N/A0.080%
2/6/2025 Atria Investments Inc10,901$542K0.0%-13.5%0.041%
2/6/2025 Assetmark Inc.119,064$5.92M0.0%+30.4%0.452%
2/6/2025 Steward Partners Investment Advisory LLC58,757$2.92M0.0%+16.2%0.223%
2/5/2025 Halbert Hargrove Global Advisors LLC30,110$1.50M0.1%+4.8%0.114%
2/5/2025 Maia Wealth LLC18,153$910K0.2%+14.4%0.069%
2/5/2025 Sharkey Howes & Javer67,392$3.35M0.5%+13.3%0.256%
2/5/2025 EQ LLC10,789$536K0.3%+22.0%0.041%
2/4/2025 Sofi Wealth LLC2,790$139K0.0%N/A0.011%
2/4/2025 Bank of New York Mellon Corp35,693$1.78M0.0%-3.5%0.135%
2/4/2025 Wrapmanager Inc.14,675$730K0.2%-10.5%0.056%
2/4/2025 WealthShield Partners LLC1,704$85K0.0%+14.7%0.006%
2/4/2025 Wealthgarden F.S. LLC14,183$705K0.7%N/A0.054%
2/4/2025 Theory Financial LLC16,196$805K0.3%+161.1%0.061%
2/3/2025 First Horizon Advisors Inc.11,728$583K0.0%-53.0%0.045%
2/3/2025 Sigma Planning Corp35,662$1.77M0.1%-5.9%0.135%
2/3/2025 JMG Financial Group Ltd.15,843$788K0.0%-2.4%0.060%
2/3/2025 Invera Wealth Advisors LLC178,758$9.41M9.3%+4.8%0.678%
2/3/2025 Wealth Alliance26,222$1.30M0.2%+17.1%0.100%
2/3/2025 Private Advisor Group LLC8,652$430K0.0%-17.2%0.033%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
1/31/2025 Global Retirement Partners LLC2,089$104K0.0%+19.2%0.008%
1/31/2025 Kestra Investment Management LLC4,380$218K0.0%N/A0.017%
1/31/2025 Atria Wealth Solutions Inc.140,407$6.98M0.1%+5.9%0.533%
1/31/2025 Venturi Wealth Management LLC9,208$458K0.0%-2.3%0.035%
1/31/2025 Raelipskie Partnership2,250$112K0.1%+25.0%0.009%
1/31/2025 Sanctuary Advisors LLC63,307$3.22M0.0%-3.9%0.240%
1/31/2025 Buttonwood Financial Group LLC10,802$565K0.3%+2.2%0.041%
1/31/2025 WBH Advisory Inc.9,178$456K0.0%+18.7%0.035%
1/31/2025 JFS Wealth Advisors LLC4,348$216K0.0%+25.3%0.017%
1/30/2025 Opes Wealth Management LLC39,984$1.99M0.4%+1.3%0.152%
(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, 248 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. ($252.57M), Envestnet Portfolio Solutions Inc. ($74.96M), LPL Financial LLC ($52.12M), SigFig Wealth Management LLC ($32.44M), JPMorgan Chase & Co. ($30.28M), and Sei Investments Co. ($25.65M).Learn more on USXF's institutional investors.

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

Of the 226 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: Envestnet Portfolio Solutions Inc. ($1.58M), International Assets Investment Management LLC ($1.18M), LPL Financial LLC ($659.30K), Envestnet Asset Management Inc. ($560.60K), Sei Investments Co. ($432.74K), Williams Financial LLC ($304.07K), and SigFig Wealth Management LLC ($279.49K).

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

Institutional investors have bought a total of 8,880,544 shares in the last 24 months. This purchase volume represents approximately $390.96M in transactions.

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

Of the 118 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. ($2.03M), RWA Wealth Partners LLC ($97.16K), Envestnet Portfolio Solutions Inc. ($80.89K), Sharkey Howes & Javer ($70.19K), Spinnaker Trust ($59.60K), Park Avenue Securities LLC ($47.44K), and Institutional & Family Asset Management LLC ($35.50K).

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

Institutional investors have sold a total of 3,002,838 shares in the last 24 months. This volume of shares sold represents approximately $117.55M in transactions.


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This page (NASDAQ:USXF) was last updated on 2/22/2025 by MarketBeat.com Staff
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