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iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

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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)
112
Total
Institutional Inflows
(last 12 months)
$179.14M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$89.47M
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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
5/17/2024National Wealth Management Group LLC13,156$594K0.5%+9.3%0.059%
5/17/2024 Comerica Bank3,433$155K0.0%-6.9%0.015%
5/16/2024 B. Riley Wealth Advisors Inc.18,421$832K0.0%+67.5%0.083%
5/14/2024 CreativeOne Wealth LLC9,002$406K0.0%N/A0.041%
5/13/2024 Balanced Rock Investment Advisors LLC193,708$8.75M7.5%+272.5%0.873%
5/9/2024 Orion Portfolio Solutions LLC22,589$1.02M0.0%+39.8%0.102%
5/9/2024 SageView Advisory Group LLC60,866$2.75M0.1%N/A0.274%
5/8/2024 Avantax Advisory Services Inc.28,863$1.30M0.0%+23.4%0.130%
5/7/2024 Sei Investments Co.170,743$7.71M0.0%N/A0.769%
5/6/2024 Envestnet Portfolio Solutions Inc.1,352,004$61.04M0.2%-4.4%6.090%
5/4/2024 Financial Connections Group Inc.184,313$8.32M9.1%+2.8%0.830%
5/4/2024 Gould Asset Management LLC CA42,725$1.93M0.5%+29.0%0.192%
5/4/2024 Buck Wealth Strategies LLC8,335$376K0.1%N/A0.038%
5/1/2024 Janney Montgomery Scott LLC75,064$3.39M0.0%+27.5%0.338%
5/1/2024 Concourse Financial Group Securities Inc.11,303$510K0.0%+24.6%0.051%
5/1/2024 Diversify Advisory Services LLC32,623$1.47M0.1%N/A0.147%
4/30/2024 JMG Financial Group Ltd.16,116$728K0.0%-5.0%0.073%
4/30/2024 Perigon Wealth Management LLC13,220$597K0.0%+16.7%0.060%
4/29/2024Commonwealth Equity Services LLC56,914$2.57M0.0%-3.7%0.256%
4/29/2024 Crew Capital Management Ltd.18,917$854K0.7%+7.5%0.085%
4/29/2024 RWA Wealth Partners LLC554,682$25.04M0.3%-1.0%2.499%
4/26/2024 Crestone Asset Management LLC60,109$2.71M0.5%+4.1%0.271%
4/24/2024 Spire Wealth Management6,092$275K0.0%-9.6%0.028%
4/23/2024 Venturi Wealth Management LLC9,396$424K0.0%-6.7%0.042%
4/23/2024 F M Investments LLC18,917$854K0.6%+7.5%0.085%
4/23/2024 Sugarloaf Wealth Management LLC4,852$219K0.0%+6.1%0.022%
4/23/2024 Regatta Capital Group LLC63,317$2.86M0.6%N/A0.286%
4/23/2024 Strategic Blueprint LLC15,756$711K0.1%-5.5%0.071%
4/23/2024 Hanson & Doremus Investment Management960$43K0.0%N/A0.004%
4/22/2024Invera Wealth Advisors LLC166,852$7.04M5.9%-0.8%0.753%
4/22/2024 Horst & Graben Wealth Management LLC67,685$3.06M0.6%-2.4%0.306%
4/19/2024 Tempus Wealth Planning LLC6,671$301K0.1%+11.7%0.030%
4/18/2024 Claro Advisors LLC5,151$233K0.0%N/A0.023%
4/18/2024 Diversified Trust Co23,311$1.05M0.0%-5.6%0.105%
4/18/2024 Skyline Advisors Inc.29,090$1.31M0.6%-1.8%0.131%
4/18/2024 Optas LLC79,580$3.59M1.0%-1.8%0.359%
4/17/2024 Physician Wealth Advisors Inc.11,226$481K0.1%-4.2%0.051%
4/16/2024 Atwater Malick LLC46,721$2.11M0.7%+27.7%0.212%
4/16/2024 Dohj LLC13,044$589K0.2%N/A0.059%
4/15/2024 Sandbox Financial Partners LLC24,105$1.09M0.5%-5.2%0.110%
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4/13/2024 Hoxton Planning & Management LLC4,724$213K0.1%N/A0.021%
4/12/2024 Austin Private Wealth LLC26,878$1.20M0.1%+6.0%0.122%
4/11/2024 GenWealth Group Inc.68,433$3.09M0.8%-4.2%0.312%
4/11/2024 International Assets Investment Management LLC23,795$1.07M0.0%-16.2%0.108%
4/11/2024 Buttonwood Financial Group LLC9,072$410K0.2%+29.4%0.041%
4/10/2024 Park Avenue Securities LLC390,944$17.65M0.2%-0.6%1.781%
4/9/2024 Monterey Private Wealth Inc.6,780$306K0.1%N/A0.031%
4/5/2024 VERITY Wealth Advisors26,031$1.18M0.9%+12.0%0.119%
3/15/2024 Hart & Patterson Financial Group LLC15,539$619K0.3%N/A0.074%
3/15/2024 Skyline Advisors Inc.29,633$1.18M0.6%N/A0.142%
3/15/2024 B. Riley Wealth Advisors Inc.10,998$438K0.0%-40.3%0.053%
2/23/2024 Beacon Financial Group6,272$250K0.0%N/A0.030%
2/14/2024 Retirement Capital Strategies10,422$415K0.2%N/A0.050%
2/14/2024 Regal Investment Advisors LLC19,999$796K0.1%-2.5%0.096%
2/13/2024 Morningstar Investment Services LLC54,391$2.17M0.0%+227.5%0.260%
2/13/2024 Envestnet Asset Management Inc.4,458,352$177.53M0.1%-1.5%21.332%
2/12/2024 Goldstein Advisors LLC6,073$242K0.0%-8.9%0.029%
2/12/2024 Steward Partners Investment Advisory LLC47,777$1.90M0.0%+11.7%0.229%
2/9/2024 Congress Wealth Management LLC DE 16,470$656K0.0%+5.0%0.079%
2/9/2024 Advisory Services Network LLC6,207$247K0.0%+4.1%0.030%
2/9/2024 Assetmark Inc.69,395$2.76M0.0%+6.6%0.332%
2/8/2024 SigFig Wealth Management LLC507,400$20.21M0.8%+15.4%2.428%
2/8/2024 Fiera Capital Corp62,425$2.49M0.0%+256.4%0.299%
2/8/2024 Janney Montgomery Scott LLC58,854$2.34M0.0%+5.9%0.282%
2/7/2024 Avantax Advisory Services Inc.23,390$931K0.0%-1.6%0.112%
2/7/2024 Envestnet Portfolio Solutions Inc.1,414,921$56.34M0.2%-1.1%6.770%
2/7/2024 JFS Wealth Advisors LLC3,590$143K0.0%N/A0.017%
2/7/2024 NBC Securities Inc.780$31K0.0%N/A0.004%
2/7/2024 AGF Management Ltd.8,000$319K0.0%+3.9%0.038%
2/7/2024 Accredited Investors Inc.65,670$2.62M0.2%+12.5%0.314%
2/7/2024 Van Hulzen Asset Management LLC18,543$738K0.1%+67.9%0.089%
2/7/2024 Principal Securities Inc.2,922$116K0.0%N/A0.014%
2/7/2024 Wrapmanager Inc.16,598$661K0.2%+38.8%0.079%
2/7/2024 Concourse Financial Group Securities Inc.9,072$361K0.0%+297.4%0.043%
2/6/2024 Crestone Asset Management LLC57,762$2.30M0.5%-12.8%0.276%
2/6/2024 Apollon Wealth Management LLC9,484$378K0.0%N/A0.045%
2/6/2024 Private Advisor Group LLC5,418$216K0.0%N/A0.026%
2/6/2024 Spire Wealth Management6,736$276K0.0%+36.1%0.032%
2/6/2024 U.S. Capital Wealth Advisors LLC5,136$205K0.0%N/A0.025%
2/6/2024 First Horizon Advisors Inc.24,667$982K0.0%+12.6%0.118%
2/5/2024 Kestra Private Wealth Services LLC5,224$208K0.0%N/A0.025%
2/5/2024 Crew Capital Management Ltd.17,600$701K0.7%+4.0%0.084%
2/5/2024 Magnus Financial Group LLC6,212$247K0.0%N/A0.030%
2/2/2024Spinnaker Trust168,911$6.73M0.5%-0.7%0.804%
2/2/2024 Gould Asset Management LLC CA33,125$1.32M0.3%+38.0%0.158%
2/2/2024 Atria Wealth Solutions Inc.121,611$4.84M0.1%+10.0%0.579%
2/2/2024 JMG Financial Group Ltd.16,957$675K0.0%-46.2%0.081%
2/1/2024 F M Investments LLC17,600$701K0.4%+4.0%0.084%
2/1/2024National Wealth Management Group LLC12,042$480K0.5%+28.1%0.057%
2/1/2024 RWA Wealth Partners LLC560,557$22.32M0.3%-13.6%2.669%
Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
2/1/2024 CWM LLC12,071$481K0.0%+497.9%0.057%
1/31/2024 Opes Wealth Management LLC39,469$1.57M0.4%-4.7%0.188%
1/31/2024 Goodwin Investment Advisory9,482$378K0.2%-40.6%0.045%
1/30/2024 Wealth Alliance23,101$920K0.1%-5.3%0.110%
1/30/2024 SVB Wealth LLC11,712$466K0.0%-17.2%0.056%
1/30/2024 Keel Point LLC5,466$218K0.0%-17.0%0.026%
1/30/2024 Mackenzie Financial Corp340,150$13.55M0.0%+3.2%1.620%
1/29/2024 Horst & Graben Wealth Management LLC69,350$2.76M0.6%+1.9%0.330%
1/29/2024Keystone Financial Services15,901$633K0.3%+9.7%0.076%
1/29/2024 Perigon Wealth Management LLC11,328$451K0.0%+16.5%0.054%
(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, 179 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. ($177.53M), Envestnet Portfolio Solutions Inc. ($61.04M), RWA Wealth Partners LLC ($25.04M), Adviser Investments LLC ($22.50M), SigFig Wealth Management LLC ($20.21M), and Park Avenue Securities LLC ($17.65M).Learn more on USXF's institutional investors.

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

Of the 156 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), Adviser Investments LLC ($650.74K), SigFig Wealth Management LLC ($407.67K), LPL Financial LLC ($229.57K), Allworth Financial LP ($197.47K), and Sei Investments Co. ($170.74K).

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

Institutional investors have bought a total of 7,019,478 shares in the last 24 months. This purchase volume represents approximately $317.46M in transactions.

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

Of the 94 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. ($3.64M), Advisor Group Holdings Inc. ($193.27K), Sharkey Howes & Javer ($169.37K), Park Avenue Securities LLC ($116.73K), RWA Wealth Partners LLC ($94.46K), Envestnet Portfolio Solutions Inc. ($78.61K), and Spinnaker Trust ($59.60K).

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

Institutional investors have sold a total of 5,004,230 shares in the last 24 months. This volume of shares sold represents approximately $240.33M in transactions.


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This page (NASDAQ:USXF) was last updated on 5/18/2024 by MarketBeat.com Staff

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