ISHARES ESG ADVANCE MSCI USA (USXF) Institutional Ownership Changes & 13F Activity

ISHARES ESG ADVANCE MSCI USA (USXF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Royal Bank Of Canada, Mai Capital Management, Sei Investments Co, and Beacon Pointe Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+786+1.3%63,624$4.42MQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+6+0.2%3,637$252.58KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+5+0.1%3,679$255.56KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+4,6004,600$319.44KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.1%1,457$101.17KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+12,988+13.5%108,894$7.56MQ2 2026Aug 18, 2026
Balanced Rock Investment Advisors LlcSell-6,714-6.4%97,385$6.76MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-6,025-14.6%35,143$2.44MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+2,8812,881$200.07KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-2,828-6.9%38,337$2.66MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,360+77.2%3,121$216.75KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+33,00333,003$2.29MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+19,781+15.1%150,992$10.49MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+14,478+54.5%41,028$2.85MQ2 2026Aug 14, 2026
Sei Investments CoSell-13,503-1.5%862,590$59.91MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,850+8.4%140,492$9.76MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+9,324+7.0%143,096$9.94MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,008+13.4%76,314$5.30MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+8,062+9.8%90,026$6.22MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+5,4665,466$379.61KQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+5,1945,194$360.72KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-4,380-7.9%51,326$3.56MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-4,052-24.0%12,819$890.49KQ2 2026Aug 14, 2026
Bank Of HawaiiBuy+3,2943,294$228.77KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,0713,071$213.28KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,545+2.5%106,340$7.39MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,502+5.6%47,338$3.29MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-2,478-2.3%103,607$7.20MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+2,157+3.2%68,613$4.77MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,151+15.6%15,918$1.07MQ2 2026Aug 14, 2026
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Frequently asked questions about USXF activity

  • Which institutional owners are buying USXF?

    Institutional owners buying USXF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USXF activity?

    "Buy" means an investor increased their reported position in USXF compared to the prior reporting period. This reflects growing exposure to ISHARES ESG ADVANCE MSCI USA (USXF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USXF increasing?

    Institutional interest in USXF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.