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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$45.35 +0.05 (+0.11%)
Closing price 04/15/2025 04:00 PM Eastern
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$45.34 -0.01 (-0.02%)
As of 08:02 AM 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)
180
Total
Institutional Inflows
(last 12 months)
$215.94M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$19.03M
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USXF Institutional Buying and Selling by Quarter

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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
4/15/2025Braun Bostich & Associates Inc.6,406$299K0.2%+7.4%0.024%
4/15/2025Skyline Advisors Inc.34,629$1.62M0.6%+11.0%0.130%
4/15/2025My Legacy Advisors LLC8,205$383K0.1%+3.6%0.031%
4/15/2025Attessa Capital LLC6,943$324K0.2%-38.7%0.026%
4/15/2025Simplicity Wealth LLC4,831$225K0.0%N/A0.018%
4/14/2025 Regatta Capital Group LLC104,207$4.86M0.9%+14.7%0.391%
4/14/2025 Farther Finance Advisors LLC24,005$1.12M0.0%+25.4%0.090%
4/14/2025 Capital Investment Advisors LLC23,278$1.09M0.0%N/A0.087%
4/14/2025 Park Avenue Securities LLC501,576$23.41M0.3%+8.1%1.882%
4/14/2025 Patriot Financial Group Insurance Agency LLC8,460$395K0.1%-3.5%0.032%
4/14/2025 Buttonwood Financial Group LLC11,536$508K0.3%+6.8%0.043%
4/11/2025 Sovereign Financial Group Inc.7,397$345K0.1%+11.1%0.028%
4/11/2025 Sandbox Financial Partners LLC18,999$887K0.3%-8.7%0.071%
4/11/2025 Magnus Financial Group LLC27,940$1.30M0.1%+2.0%0.105%
4/10/2025 KWB Wealth5,271$262K0.0%N/A0.020%
4/10/2025 GenWealth Group Inc.62,126$2.90M0.6%-0.5%0.233%
4/9/2025 RFG Advisory LLC29,659$1.38M0.0%+21.1%0.111%
4/9/2025 Capital Asset Advisory Services LLC5,087$240K0.0%+5.9%0.019%
4/9/2025 Merit Financial Group LLC22,321$1.04M0.0%+429.6%0.084%
4/9/2025 NBC Securities Inc.825$38K0.0%N/A0.003%
4/9/2025 SigFig Wealth Management LLC668,871$31.10M1.1%+3.0%2.510%
4/9/2025 Shotwell Rutter Baer Inc19,276$900K0.8%+6.0%0.072%
4/8/2025 Highland Financial Advisors LLC32,416$1.51M0.5%+229.8%0.122%
4/1/2025 MassMutual Private Wealth & Trust FSB2,007$94K0.0%-33.2%0.008%
3/17/2025Wealth Enhancement Advisory Services LLC21,655$1.08M0.0%+91.3%0.082%
2/27/2025Skyline Advisors Inc.31,186$1.55M0.6%+6.9%0.118%
2/26/2025Capital A Wealth Management LLC866$43K0.1%N/A0.003%
2/25/2025Armis Advisers LLC8,901$443K0.1%N/A0.034%
2/20/2025Mackenzie Financial Corp465,904$23.17M0.0%+23.5%1.768%
2/18/2025Continuum Advisory LLC2,263$113K0.0%-10.4%0.009%
2/17/2025Snowden Capital Advisors LLC24,100$1.20M0.0%+19.2%0.091%
2/17/2025LifePlan Investment Advisors Inc.14,303$711K0.4%+62.2%0.054%
2/17/2025Investor s Fiduciary Advisor Network LLC43,274$2.15M0.8%N/A0.164%
2/17/2025Gen Wealth Partners Inc7,795$388K0.2%-4.1%0.030%
2/17/2025CoreCap Advisors LLC10,583$526K0.0%+3.1%0.040%
2/17/2025Cetera Investment Advisers277,383$13.79M0.0%+12.1%1.053%
2/17/2025Bank of America Corp DE95,398$4.74M0.0%+1.7%0.362%
2/17/2025Aptus Capital Advisors LLC13,769$685K0.0%+8.8%0.052%
2/14/2025Comerica Bank3,892$194K0.0%+6.6%0.015%
2/14/2025Capital Analysts LLC7,917$394K0.0%+35.6%0.030%
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2/14/2025Integrated Wealth Concepts LLC59,390$2.95M0.0%-34.3%0.225%
2/14/2025MGO One Seven LLC31,217$1.55M0.1%+15.4%0.118%
2/14/2025Stifel Financial Corp12,984$646K0.0%+3.1%0.049%
2/14/2025Transce3nd LLC821$41K0.0%N/A0.003%
2/14/2025MML Investors Services LLC283,602$14.10M0.0%+6.7%1.076%
2/14/2025First Trust Advisors LP4,556$227K0.0%N/A0.017%
2/14/2025Freedom Investment Management Inc.5,203$259K0.0%N/A0.020%
2/14/2025GeoWealth Management LLC18,329$911K0.0%+1,821.3%0.070%
2/14/2025Balanced Rock Investment Advisors LLC183,632$9.13M7.2%-8.0%0.697%
2/14/2025Concourse Financial Group Securities Inc.16,778$880K0.0%+22.7%0.064%
2/13/2025Zacks Investment Management5,215$259K0.0%+6.2%0.020%
2/13/2025NewEdge Advisors LLC8,372$416K0.0%+49.4%0.032%
2/13/2025Lifelong Wealth Advisors Inc.9,339$464K0.2%N/A0.035%
2/13/2025Ally Invest Advisors Inc.41,470$2.06M0.2%+2.1%0.157%
2/13/2025Regal Investment Advisors LLC25,461$1.27M0.1%+14.4%0.097%
2/13/2025United Capital Financial Advisors LLC88,752$4.41M0.0%+12.6%0.337%
2/13/2025CreativeOne Wealth LLC12,135$603K0.0%+28.5%0.046%
2/13/2025Mariner LLC7,365$366K0.0%N/A0.028%
2/13/2025Savvy Advisors Inc.6,615$329K0.0%-4.5%0.025%
2/13/2025Sagespring Wealth Partners LLC20,213$1.01M0.0%N/A0.077%
2/13/2025Townsquare Capital LLC30,783$1.53M0.0%+55.9%0.117%
2/13/2025Elios Financial Group Inc.35,829$1.78M0.8%-1.4%0.136%
2/13/2025Accredited Investors Inc.77,739$3.87M0.2%+10.7%0.295%
2/13/2025Raymond James Financial Inc.20,953$1.04M0.0%N/A0.080%
2/13/2025Advisory Services Network LLC4,972$247K0.0%-21.4%0.019%
2/13/2025Bank of Montreal Can1,086$54K0.0%-23.2%0.004%
2/13/2025Envestnet Asset Management Inc.5,079,847$252.57M0.1%+11.6%19.278%
2/13/2025Perennial Investment Advisors LLC11,041$549K0.1%+41.9%0.042%
2/13/2025Wells Fargo & Company MN92,475$4.60M0.0%+19.0%0.351%
2/12/2025World Investment Advisors20,932$1.04M0.0%+10.7%0.079%
2/12/2025National Wealth Management Group LLC18,074$899K0.6%+3.8%0.069%
2/12/2025O Shaughnessy Asset Management LLC11,555$575K0.0%N/A0.044%
2/12/2025Physician Wealth Advisors Inc.9,853$490K0.1%-23.4%0.037%
2/12/2025RWA Wealth Partners LLC128,547$6.39M0.1%-2.1%0.488%
2/12/2025WealthTrak Capital Management LLC794$39K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.609,056$30.28M0.0%+28.1%2.311%
2/12/2025Aire Advisors LLC4,024$200K0.0%N/A0.015%
2/11/2025Congress Wealth Management LLC DE12,925$643K0.0%-21.9%0.049%
2/11/2025LPL Financial LLC1,048,166$52.12M0.0%+78.8%3.978%
2/11/2025Sei 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%
2/10/2025Thrivent Financial for Lutherans218,923$11.43M0.0%+8.2%0.831%
2/10/2025Axxcess Wealth Management LLC4,804$239K0.0%N/A0.018%
2/10/2025Harbour Investments Inc.6,874$342K0.0%+5.2%0.026%
2/10/2025Centurion Wealth Management LLC6,087$303K0.1%-10.8%0.023%
2/10/2025Envestnet Portfolio Solutions Inc.1,507,637$74.96M0.2%+10.9%5.722%
2/10/2025Maiden Cove Capital LLC10,680$531K0.8%-13.4%0.041%
2/10/2025Valtinson Bruner Financial Planning LLC5,122$255K0.1%N/A0.019%
2/10/2025Commonwealth Equity Services LLC77,049$3.83M0.0%+7.5%0.292%
2/10/2025Avantax Advisory Services Inc.34,766$1.73M0.0%+12.1%0.132%
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2/10/2025 Farther Finance Advisors LLC19,149$952K0.0%-2.3%0.073%
2/10/2025EverSource Wealth Advisors LLC16,643$827K0.1%+10.2%0.063%
2/7/2025HighTower Advisors LLC29,484$1.47M0.0%+291.0%0.112%
2/7/2025AGF Management Ltd.7,900$393K0.0%+5.3%0.030%
2/7/2025Retirement Capital Strategies15,074$749K0.3%N/A0.057%
2/7/2025Tortoise Investment Management LLC7,942$395K0.0%-4.8%0.030%
2/7/2025PNC Financial Services Group Inc.1,695$84K0.0%+34.0%0.006%
2/6/2025One Capital Management LLC5,440$270K0.0%N/A0.021%
2/6/2025Raymond James Financial Inc.20,953$1.04M0.0%N/A0.080%
2/6/2025Atria Investments Inc10,901$542K0.0%-13.5%0.041%
(Data available from 1/1/2016 forward)

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USXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USXF shares?

During the previous two years, 252 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 ($31.10M), 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 229 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 ($299.22K).

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

Institutional investors have bought a total of 9,013,086 shares in the last 24 months. This purchase volume represents approximately $396.20M in transactions.

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

Of the 120 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), Park Avenue Securities LLC ($47.44K), Institutional & Family Asset Management LLC ($35.50K), and Walkner Condon Financial Advisors LLC ($34.44K).

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

Institutional investors have sold a total of 2,928,455 shares in the last 24 months. This volume of shares sold represents approximately $112.48M in transactions.


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This page (NASDAQ:USXF) was last updated on 4/16/2025 by MarketBeat.com Staff
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