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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$51.22 +0.27 (+0.53%)
(As of 12:18 PM ET)
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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)
137
Total
Institutional Inflows
(last 12 months)
$166.73M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$24.90M
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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
12/13/2024 B. Riley Wealth Advisors Inc.9,465$463K0.0%-26.3%0.039%
11/25/2024 Sanctuary Advisors LLC65,880$3.42M0.0%+9.0%0.271%
11/15/2024 Clarity Asset Management Inc.754$37K0.0%N/A0.003%
11/15/2024 Continuum Advisory LLC2,526$131K0.0%-10.5%0.010%
11/15/2024 MML Investors Services LLC265,902$13.05M0.0%-4.5%1.092%
11/15/2024 Stifel Financial Corp12,591$618K0.0%-6.6%0.052%
11/15/2024 IHT Wealth Management LLC5,790$282K0.0%N/A0.024%
11/15/2024 Integrated Wealth Concepts LLC90,422$4.44M0.1%+70.9%0.371%
11/15/2024 HighTower Advisors LLC7,540$371K0.0%+51.8%0.031%
11/14/2024 Flow Traders U.S. LLC15,812$776K0.0%N/A0.065%
11/14/2024 Captrust Financial Advisors5,148$253K0.0%N/A0.021%
11/14/2024 National Wealth Management Group LLC17,416$855K0.6%+9.6%0.072%
11/14/2024 CreativeOne Wealth LLC9,442$463K0.0%+11.0%0.039%
11/13/2024 Townsquare Capital LLC19,746$969K0.0%+7.6%0.081%
11/13/2024 FMR LLC26,872$1.32M0.0%+20.5%0.110%
11/13/2024 Elios Financial Group Inc.36,329$1.78M0.8%N/A0.149%
11/12/2024 Cerity Partners LLC97,275$4.77M0.0%-23.3%0.399%
11/8/2024 First Horizon Advisors Inc.24,969$1.23M0.0%+3.5%0.103%
11/8/2024 Spectrum Planning & Advisory Services Inc.8,948$439K0.4%+17.6%0.037%
11/8/2024 Equita Financial Network Inc.49,773$2.44M0.9%+23.2%0.204%
11/8/2024 Wrapmanager Inc.16,394$805K0.2%-2.6%0.067%
11/7/2024 Pathstone Holdings LLC66,482$3.26M0.0%+8.1%0.273%
11/7/2024 Amara Financial LLC.21,887$1.07M1.0%N/A0.090%
11/7/2024 Theory Financial LLC6,204$305K0.1%+11.9%0.025%
11/7/2024 EQ LLC8,842$434K0.2%N/A0.036%
11/7/2024 Thrivent Financial for Lutherans202,305$9.93M0.0%+35.4%0.831%
11/7/2024 Claro Advisors LLC5,889$289K0.0%+6.9%0.024%
11/6/2024 Accredited Investors Inc.70,241$3.45M0.2%-1.0%0.288%
11/6/2024 OneDigital Investment Advisors LLC10,829$532K0.0%-72.7%0.044%
11/5/2024 Aptus Capital Advisors LLC12,658$621K0.0%-8.7%0.052%
11/4/2024 Maiden Cove Capital LLC10,542$489K1.0%N/A0.043%
11/4/2024 Sigma Planning Corp37,891$1.86M0.1%+1.8%0.156%
11/1/2024 Atria Investments Inc12,601$618K0.0%+4.6%0.052%
11/1/2024 Assetmark Inc.91,316$4.48M0.0%+14.0%0.377%
10/31/2024 Walkner Condon Financial Advisors LLC75,717$3.72M0.8%-27.1%0.312%
10/31/2024 Spinnaker Trust202,964$9.96M0.6%+23.7%0.837%
10/30/2024 Maia Wealth LLC15,866$796K0.2%+3.2%0.065%
10/30/2024 Milestone Investment Advisors LLC6,786$333K0.1%+104.5%0.028%
10/30/2024 Austin Private Wealth LLC27,617$1.36M0.1%+6.0%0.114%
10/29/2024 Opes Wealth Management LLC39,484$1.94M0.4%+4.3%0.163%
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10/29/2024 Janney Montgomery Scott LLC78,258$3.84M0.0%+1.2%0.323%
10/29/2024 Optas LLC80,821$3.97M0.9%+1.9%0.333%
10/29/2024 F M Investments LLC18,168$891K0.0%N/A0.075%
10/29/2024 Farther Finance Advisors LLC19,601$962K0.0%+11.9%0.081%
10/28/2024 Wade Financial Advisory Inc14,678$720K0.2%+13.9%0.061%
10/28/2024 US Bancorp DE5,957$292K0.0%+18.8%0.025%
10/25/2024 Valmark Advisers Inc.7,101$349K0.0%-11.1%0.029%
10/25/2024 Strategic Blueprint LLC15,067$740K0.0%+1.6%0.063%
10/25/2024 Diversify Advisory Services LLC30,332$1.54M0.1%-8.9%0.126%
10/25/2024 Gateway Wealth Partners LLC4,900$240K0.1%N/A0.020%
10/24/2024 Patriot Financial Group Insurance Agency LLC14,744$724K0.1%-3.6%0.061%
10/24/2024 Goldstein Advisors LLC5,681$279K0.0%-4.6%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC11,318$555K0.0%-17.5%0.047%
10/23/2024 Allworth Financial LP298,169$14.63M0.1%+1.7%1.237%
10/23/2024 West Wealth Group LLC10,969$538K0.2%-2.5%0.046%
10/23/2024 MA Private Wealth23,623$1.16M0.2%+1.0%0.098%
10/23/2024 Mount Yale Investment Advisors LLC12,044$591K0.1%-8.6%0.050%
10/22/2024 Private Advisor Group LLC10,450$513K0.0%+58.5%0.043%
10/21/2024 Horst & Graben Wealth Management LLC69,353$3.40M0.6%+2.7%0.288%
10/21/2024 Stewardship Advisors LLC11,054$543K0.2%N/A0.046%
10/21/2024 Trilogy Capital Inc.4,365$214K0.0%N/A0.018%
10/18/2024Stratos Wealth Advisors LLC12,235$601K0.0%-25.6%0.051%
10/17/2024 Claro Advisors LLC1,146$56K0.0%-79.2%0.005%
10/16/2024 Financial Advisors LLC37,829$1.86M0.4%+135.8%0.158%
10/16/2024 One Wealth Advisors LLC112,101$5.50M0.8%-1.1%0.469%
10/16/2024 Physician Wealth Advisors Inc.12,870$646K0.1%+16.8%0.054%
10/16/2024 Braun Bostich & Associates Inc.5,595$275K0.2%+11.3%0.023%
10/15/2024 Regatta Capital Group LLC85,560$4.20M0.8%+15.3%0.358%
10/15/2024 Magnus Financial Group LLC20,485$1.01M0.1%+29.3%0.086%
10/12/2024 GenWealth Group Inc.64,633$3.17M0.7%-4.9%0.270%
10/11/2024 Creative Planning7,718$379K0.0%+6.3%0.032%
10/11/2024 Elmwood Wealth Management Inc.5,322$261K0.1%N/A0.022%
10/10/2024 Hart & Patterson Financial Group LLC23,595$1.16M0.5%-1.2%0.099%
10/10/2024 Concourse Financial Group Securities Inc.13,671$671K0.0%+7.3%0.057%
10/10/2024 Atwater Malick LLC67,235$3.30M1.1%+10.4%0.281%
10/10/2024 Simplicity Wealth LLC4,310$212K0.0%N/A0.018%
10/9/2024 Marcum Wealth LLC13,485$662K0.1%-2.8%0.056%
10/8/2024 Hoxton Planning & Management LLC5,366$263K0.1%+15.8%0.022%
10/7/2024 Shotwell Rutter Baer Inc20,006$983K0.8%+5.9%0.084%
10/7/2024 Sandbox Financial Partners LLC22,467$1.10M0.4%-8.1%0.094%
10/3/2024 Park Avenue Securities LLC396,025$19.44M0.2%-0.2%1.660%
9/5/2024 Sanctuary Advisors LLC60,413$2.61M0.0%N/A0.255%
8/22/2024 Cetera Investment Advisers227,186$10.58M0.0%-1.3%0.961%
8/19/2024 B. Riley Wealth Advisors Inc.12,847$598K0.0%-30.3%0.054%
8/16/2024 Regal Investment Advisors LLC20,594$959K0.1%+3.1%0.087%
8/16/2024 Northwestern Mutual Wealth Management Co.17,201$801K0.0%+5.7%0.073%
8/16/2024 Ascent Group LLC7,687$358K0.0%-31.0%0.033%
8/15/2024 Mackenzie Financial Corp356,074$16.59M0.0%+6.2%1.506%
8/14/2024 EverSource Wealth Advisors LLC14,711$695K0.0%+597.2%0.062%
8/14/2024 Mount Yale Investment Advisors LLC13,183$614K0.0%-31.4%0.056%
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8/13/2024 Tcwp LLC25,537$1.19M2.9%-1.4%0.108%
8/13/2024 Thrivent Financial for Lutherans149,462$6.96M0.0%+10.6%0.632%
8/13/2024 Sei Investments Co.398,850$18.58M0.0%+133.6%1.686%
8/13/2024Benjamin F. Edwards & Company Inc.1,074$50K0.0%N/A0.005%
8/9/2024 SigFig Wealth Management LLC604,534$28.16M1.1%+8.4%2.556%
8/9/2024 Pine Harbor Wealth Management LLC15,161$706K0.4%N/A0.064%
8/8/2024 Williams Financial LLC152,037$6.78M1.7%N/A0.643%
8/8/2024 Envestnet Asset Management Inc.4,529,536$210.99M0.1%+0.7%19.152%
8/8/2024 Wrapmanager Inc.16,834$784K0.2%-5.3%0.071%
8/8/2024 CoreCap Advisors LLC10,160$473K0.0%N/A0.043%
(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, 206 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. ($210.99M), Envestnet Portfolio Solutions Inc. ($62.87M), SigFig Wealth Management LLC ($28.16M), RWA Wealth Partners LLC ($25.04M), Adviser Investments LLC ($22.50M), and Park Avenue Securities LLC ($19.44M).Learn more on USXF's institutional investors.

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

Of the 184 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. ($1.43M), International Assets Investment Management LLC ($1.16M), Sei Investments Co. ($398.85K), SigFig Wealth Management LLC ($318.63K), Williams Financial LLC ($304.07K), LPL Financial LLC ($229.57K), and Invera Wealth Advisors LLC ($170.19K).

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

Institutional investors have bought a total of 7,036,408 shares in the last 24 months. This purchase volume represents approximately $304.56M in transactions.

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

Of the 101 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 ($94.46K), Envestnet Portfolio Solutions Inc. ($80.89K), Sharkey Howes & Javer ($70.19K), Spinnaker Trust ($59.60K), Park Avenue Securities LLC ($47.85K), and Advisor Group Holdings Inc. ($36.12K).

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

Institutional investors have sold a total of 2,974,256 shares in the last 24 months. This volume of shares sold represents approximately $117.44M in transactions.


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This page (NASDAQ:USXF) was last updated on 12/18/2024 by MarketBeat.com Staff
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