ISHARES ESG ADVANCE MSCI USA (USXF) Institutional Shareholders
ISHARES ESG ADVANCE MSCI USA (USXF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $823.79M in USXF holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of USXF tracked by InsiderSet, reporting ownership valued at approximately $153.82M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $184.31M, representing an estimated gain of +19.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed USXF value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Blackrock, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG ADVANCE MSCI USA (USXF).
This page ranks the largest institutional USXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
274
Total Reported Value
$823.79M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$153.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.04% | 2,786,661 | $153,823,691 | $184,309,759 | +$30,486,068 | +19.82% | |
| Blackrock, Inc. | 0.00% | 2,370,895 | $130,873,404 | $156,810,995 | +$25,937,591 | +19.82% | |
| Lpl Financial Llc | 0.01% | 970,064 | $53,547,504 | $64,160,033 | +$10,612,529 | +19.82% | |
| Sei Investments Co | 0.04% | 876,093 | $48,360,260 | $57,944,791 | +$9,584,531 | +19.82% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 504,269 | $35,021,456 | $33,352,352 | -$1,669,104 | -4.77% | |
| Mackenzie Financial Corp | 0.02% | 371,876 | $20,527,555 | $24,595,879 | +$4,068,324 | +19.82% | |
| Allworth Financial Lp | 0.07% | 290,020 | $16,009,088 | $19,181,923 | +$3,172,835 | +19.82% | |
| Apella Capital, Llc | 0.22% | 227,544 | $15,223,562 | $15,049,760 | -$173,802 | -1.14% | |
| Cetera Investment Advisers | 0.01% | 232,254 | $12,820,445 | $15,361,280 | +$2,540,835 | +19.82% | |
| Mml Investors Services, Llc | 0.03% | 165,104 | $9,113,741 | $10,919,979 | +$1,806,238 | +19.82% | |
| Spinnaker Trust | 0.48% | 155,960 | $8,608,992 | $10,315,194 | +$1,706,202 | +19.82% | |
| Morgan Stanley | 0.00% | 137,108 | $7,568,386 | $9,068,323 | +$1,499,937 | +19.82% | |
| Wells Fargo & Company/Mn | 0.00% | 133,772 | $7,384,229 | $8,847,680 | +$1,463,451 | +19.82% | |
| Royal Bank Of Canada | 0.00% | 131,211 | $7,243,000 | $8,678,296 | +$1,435,296 | +19.82% | |
| Raymond James Financial Inc | 0.00% | 129,642 | $7,156,231 | $8,574,522 | +$1,418,291 | +19.82% | |
| Regatta Capital Group, Llc | 1.06% | 126,785 | $6,998,550 | $8,385,560 | +$1,387,010 | +19.82% | |
| Decker Retirement Planning Inc. | 2.34% | 99,061 | $6,879,777 | $6,551,895 | -$327,882 | -4.77% | |
| Tompkins Financial Corp | 0.43% | 88,052 | $6,115,211 | $5,823,759 | -$291,452 | -4.77% | |
| Cerity Partners Llc | 0.01% | 106,085 | $5,855,913 | $7,016,462 | +$1,160,549 | +19.82% | |
| Balanced Rock Investment Advisors Llc | 4.03% | 104,099 | $5,746,256 | $6,885,108 | +$1,138,852 | +19.82% | |
| Bank Of America Corp | 0.00% | 103,795 | $5,729,484 | $6,865,001 | +$1,135,517 | +19.82% | |
| Assetmark, Inc | 0.01% | 80,732 | $5,606,837 | $5,339,614 | -$267,223 | -4.77% | |
| Rwa Wealth Partners, Llc | 0.06% | 100,458 | $5,545,275 | $6,644,292 | +$1,099,017 | +19.82% | |
| Highland Financial Advisors, Llc | 1.18% | 77,452 | $5,379,041 | $5,122,675 | -$256,366 | -4.77% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 77,300 | $5,368,485 | $5,112,622 | -$255,863 | -4.77% | |
| Beacon Pointe Advisors, Llc | 0.03% | 95,906 | $5,294,034 | $6,343,223 | +$1,049,189 | +19.82% | |
| Pathstone Holdings, Llc | 0.02% | 93,966 | $5,186,923 | $6,214,911 | +$1,027,988 | +19.82% | |
| Accredited Investors Inc. | 0.21% | 71,097 | $4,937,687 | $4,702,356 | -$235,331 | -4.77% | |
| Walkner Condon Financial Advisors Llc | 0.55% | 69,001 | $4,792,119 | $4,563,726 | -$228,393 | -4.77% | |
| Atwater Malick Llc | 1.03% | 68,225 | $4,738,226 | $4,512,402 | -$225,825 | -4.77% | |
| Genwealth Group, Inc. | 0.66% | 61,136 | $4,245,895 | $4,043,535 | -$202,360 | -4.77% | |
| Geowealth Management, Llc | 0.13% | 60,270 | $4,185,757 | $3,986,258 | -$199,499 | -4.77% | |
| Commonwealth Equity Services, Llc | 0.01% | 59,297 | $4,118,163 | $3,921,904 | -$196,259 | -4.77% | |
| Sofi Wealth, Llc | 0.20% | 73,467 | $4,055,395 | $4,859,107 | +$803,712 | +19.82% | |
| Archer Investment Management, Llc | 1.36% | 57,487 | $3,992,493 | $3,802,190 | -$190,303 | -4.77% | |
| One Wealth Advisors, Llc | 0.50% | 72,193 | $3,985,054 | $4,774,845 | +$789,791 | +19.82% | |
| Avise Financial Cooperative, Inc. | 3.26% | 71,447 | $3,943,878 | $4,725,505 | +$781,627 | +19.82% | |
| Osaic Holdings, Inc. | 0.01% | 67,306 | $3,715,592 | $4,451,619 | +$736,027 | +19.81% | |
| Goldman Sachs Group Inc | 0.00% | 66,456 | $3,668,371 | $4,395,400 | +$727,029 | +19.82% | |
| Integrated Wealth Concepts Llc | 0.03% | 62,838 | $3,468,683 | $4,156,105 | +$687,422 | +19.82% | |
| Invera Wealth Advisors, Llc | 1.80% | 48,246 | $3,350,685 | $3,190,990 | -$159,695 | -4.77% | |
| Cgc Financial Services, Llc | 0.70% | 45,053 | $3,128,931 | $2,979,805 | -$149,126 | -4.77% | |
| Modern Wealth Management, Llc | 0.05% | 55,706 | $3,101,695 | $3,684,395 | +$582,700 | +18.79% | |
| Sanctuary Advisors, Llc | 0.02% | 53,617 | $2,959,675 | $3,546,228 | +$586,553 | +19.82% | |
| Ally Invest Advisors Inc. | 0.19% | 51,564 | $2,846,339 | $3,410,443 | +$564,104 | +19.82% | |
| Horst & Graben Wealth Management Llc | 0.37% | 41,174 | $2,815,090 | $2,723,248 | -$91,842 | -3.26% | |
| Equita Financial Network, Inc. | 0.78% | 40,479 | $2,811,267 | $2,677,281 | -$133,986 | -4.77% | |
| Merit Financial Group, Llc | 0.02% | 38,474 | $2,672,033 | $2,544,670 | -$127,363 | -4.77% | |
| Kestra Advisory Services, Llc | 0.01% | 38,334 | $2,662,308 | $2,535,411 | -$126,897 | -4.77% | |
| Values Added Financial Llc | 0.93% | 37,216 | $2,584,673 | $2,461,466 | -$123,207 | -4.77% |
Frequently asked questions about USXF
Who owns the most USXF stock?
The largest holders of USXF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG ADVANCE MSCI USA (USXF).
Is USXF widely held by superinvestors?
Many widely followed stocks like USXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USXF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.