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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

iShares ESG Advanced MSCI USA ETF logo
$51.23 +0.64 (+1.27%)
As of 01/17/2025 03:59 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)
141
Total
Institutional Inflows
(last 12 months)
$166.88M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$24.96M
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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
1/17/2025Goldstein Advisors LLC5,386$268K0.0%-5.2%0.021%
1/17/2025Endeavor Private Wealth Inc.4,667$232K0.2%N/A0.018%
1/17/2025Janney Montgomery Scott LLC90,456$4.50M0.0%+15.6%0.346%
1/17/2025Magnus Financial Group LLC27,392$1.36M0.1%+33.7%0.105%
1/17/2025Braun Bostich & Associates Inc.5,967$297K0.2%+6.6%0.023%
1/16/2025MassMutual Private Wealth & Trust FSB3,003$149K0.0%N/A0.011%
1/16/2025Diversify Advisory Services LLC23,915$1.18M0.1%-21.2%0.091%
1/16/2025My Legacy Advisors LLC7,922$400K0.2%+4.5%0.030%
1/16/2025Clarius Group LLC20,789$1.03M0.1%+2.2%0.079%
1/15/2025 GenWealth Group Inc.62,437$3.10M0.7%-3.4%0.239%
1/15/2025 Sandbox Financial Partners LLC20,814$1.04M0.3%-7.4%0.080%
1/15/2025 Atwater Malick LLC68,225$3.39M1.1%+1.5%0.261%
1/15/2025 Merit Financial Group LLC4,215$210K0.0%N/A0.016%
1/14/2025 Park Avenue Securities LLC463,821$23.06M0.2%+17.1%1.774%
1/14/2025 Sovereign Financial Group Inc.6,657$331K0.1%N/A0.025%
1/14/2025 Shotwell Rutter Baer Inc18,181$897K0.8%-9.1%0.070%
1/13/2025 Marcum Wealth LLC11,583$576K0.0%-14.1%0.044%
1/13/2025 Claro Advisors LLC6,781$337K0.0%+15.1%0.026%
1/8/2025 International Assets Investment Management LLC24,075$1.20M0.1%N/A0.093%
1/7/2025 One Wealth Capital Management LLC20,334$1.01M0.5%N/A0.078%
1/7/2025 Diversified Trust Co25,211$1.25M0.0%+1.6%0.097%
12/26/2024JPMorgan Chase & Co.475,561$23.34M0.0%-0.2%1.953%
12/13/2024B. Riley Wealth Advisors Inc.9,465$463K0.0%-26.3%0.039%
11/25/2024Sanctuary Advisors LLC65,880$3.42M0.0%+9.0%0.271%
11/15/2024Clarity Asset Management Inc.754$37K0.0%N/A0.003%
11/15/2024Continuum Advisory LLC2,526$131K0.0%-10.5%0.010%
11/15/2024MML Investors Services LLC265,902$13.05M0.0%-4.5%1.092%
11/15/2024Stifel Financial Corp12,591$618K0.0%-6.6%0.052%
11/15/2024IHT Wealth Management LLC5,790$282K0.0%N/A0.024%
11/15/2024Integrated Wealth Concepts LLC90,422$4.44M0.1%+70.9%0.371%
11/15/2024HighTower Advisors LLC7,540$371K0.0%+51.8%0.031%
11/14/2024Flow Traders U.S. LLC15,812$776K0.0%N/A0.065%
11/14/2024Captrust Financial Advisors5,148$253K0.0%N/A0.021%
11/14/2024National Wealth Management Group LLC17,416$855K0.6%+9.6%0.072%
11/14/2024CreativeOne Wealth LLC9,442$463K0.0%+11.0%0.039%
11/13/2024Townsquare Capital LLC19,746$969K0.0%+7.6%0.081%
11/13/2024FMR LLC26,872$1.32M0.0%+20.5%0.110%
11/13/2024Elios Financial Group Inc.36,329$1.78M0.8%N/A0.149%
11/12/2024Cerity Partners LLC97,275$4.77M0.0%-23.3%0.399%
11/8/2024First Horizon Advisors Inc.24,969$1.23M0.0%+3.5%0.103%
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11/8/2024Spectrum Planning & Advisory Services Inc.8,948$439K0.4%+17.6%0.037%
11/8/2024Equita Financial Network Inc.49,773$2.44M0.9%+23.2%0.204%
11/8/2024Wrapmanager Inc.16,394$805K0.2%-2.6%0.067%
11/7/2024Pathstone Holdings LLC66,482$3.26M0.0%+8.1%0.273%
11/7/2024Amara Financial LLC.21,887$1.07M1.0%N/A0.090%
11/7/2024Theory Financial LLC6,204$305K0.1%+11.9%0.025%
11/7/2024EQ LLC8,842$434K0.2%N/A0.036%
11/7/2024Thrivent Financial for Lutherans202,305$9.93M0.0%+35.4%0.831%
11/7/2024 Claro Advisors LLC5,889$289K0.0%+6.9%0.024%
11/6/2024Accredited Investors Inc.70,241$3.45M0.2%-1.0%0.288%
11/6/2024OneDigital Investment Advisors LLC10,829$532K0.0%-72.7%0.044%
11/5/2024Aptus Capital Advisors LLC12,658$621K0.0%-8.7%0.052%
11/4/2024Maiden Cove Capital LLC10,542$489K1.0%N/A0.043%
11/4/2024Sigma Planning Corp37,891$1.86M0.1%+1.8%0.156%
11/1/2024Atria Investments Inc12,601$618K0.0%+4.6%0.052%
11/1/2024Assetmark Inc.91,316$4.48M0.0%+14.0%0.377%
10/31/2024Walkner Condon Financial Advisors LLC75,717$3.72M0.8%-27.1%0.312%
10/31/2024Spinnaker Trust202,964$9.96M0.6%+23.7%0.837%
10/30/2024Maia Wealth LLC15,866$796K0.2%+3.2%0.065%
10/30/2024Milestone Investment Advisors LLC6,786$333K0.1%+104.5%0.028%
10/30/2024Austin Private Wealth LLC27,617$1.36M0.1%+6.0%0.114%
10/29/2024Opes Wealth Management LLC39,484$1.94M0.4%+4.3%0.163%
10/29/2024Janney Montgomery Scott LLC78,258$3.84M0.0%+1.2%0.323%
10/29/2024Optas LLC80,821$3.97M0.9%+1.9%0.333%
10/29/2024F M Investments LLC18,168$891K0.0%N/A0.075%
10/29/2024Farther Finance Advisors LLC19,601$962K0.0%+11.9%0.081%
10/28/2024Wade Financial Advisory Inc14,678$720K0.2%+13.9%0.061%
10/28/2024US Bancorp DE5,957$292K0.0%+18.8%0.025%
10/25/2024Valmark Advisers Inc.7,101$349K0.0%-11.1%0.029%
10/25/2024Strategic Blueprint LLC15,067$740K0.0%+1.6%0.063%
10/25/2024Diversify Advisory Services LLC30,332$1.54M0.1%-8.9%0.126%
10/25/2024Gateway Wealth Partners LLC4,900$240K0.1%N/A0.020%
10/24/2024Patriot Financial Group Insurance Agency LLC14,744$724K0.1%-3.6%0.061%
10/24/2024Goldstein Advisors LLC5,681$279K0.0%-4.6%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC11,318$555K0.0%-17.5%0.047%
10/23/2024Allworth Financial LP298,169$14.63M0.1%+1.7%1.237%
10/23/2024West Wealth Group LLC10,969$538K0.2%-2.5%0.046%
10/23/2024MA Private Wealth23,623$1.16M0.2%+1.0%0.098%
10/23/2024Mount Yale Investment Advisors LLC12,044$591K0.1%-8.6%0.050%
10/22/2024Private Advisor Group LLC10,450$513K0.0%+58.5%0.043%
10/21/2024Horst & Graben Wealth Management LLC69,353$3.40M0.6%+2.7%0.288%
10/21/2024Stewardship Advisors LLC11,054$543K0.2%N/A0.046%
10/21/2024Trilogy 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%
10/16/2024One Wealth Advisors LLC112,101$5.50M0.8%-1.1%0.469%
10/16/2024Physician Wealth Advisors Inc.12,870$646K0.1%+16.8%0.054%
10/16/2024Braun Bostich & Associates Inc.5,595$275K0.2%+11.3%0.023%
10/15/2024Regatta Capital Group LLC85,560$4.20M0.8%+15.3%0.358%
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10/15/2024Magnus 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%
10/11/2024Creative 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%
10/10/2024Concourse 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%
10/10/2024Simplicity Wealth LLC4,310$212K0.0%N/A0.018%
10/9/2024 Marcum Wealth LLC13,485$662K0.1%-2.8%0.056%
10/8/2024Hoxton Planning & Management LLC5,366$263K0.1%+15.8%0.022%
(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, 210 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), JPMorgan Chase & Co. ($23.34M), and Park Avenue Securities LLC ($23.06M).Learn more on USXF's institutional investors.

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

Of the 188 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 ($1.18M), 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 7,159,007 shares in the last 24 months. This purchase volume represents approximately $310.30M 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 2,974,479 shares in the last 24 months. This volume of shares sold represents approximately $117.28M in transactions.


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This page (NASDAQ:USXF) was last updated on 1/18/2025 by MarketBeat.com Staff
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