USXF Institutional Ownership & Shareholders
ISHARES ESG ADVANCE MSCI USA (USXF) is currently held by 297 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of USXF tracked by InsiderSet, reporting ownership valued at approximately $190.08M in its June 30, 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 $178.56M, representing an estimated loss of -6.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
297
Total Reported Value
$1.04B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$190.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.04% | 2,736,939 | $190,080,391 | $178,557,900 | -$11,522,491 | -6.06% | |
| Blackrock, Inc. | 0.00% | 2,153,160 | $149,536,962 | $140,472,158 | -$9,064,804 | -6.06% | |
| Lpl Financial Llc | 0.02% | 999,571 | $69,420,186 | $65,212,012 | -$4,208,174 | -6.06% | |
| Sei Investments Co | 0.05% | 862,590 | $59,906,860 | $56,275,372 | -$3,631,488 | -6.06% | |
| Jpmorgan Chase & Co | 0.00% | 531,659 | $36,406,837 | $34,685,433 | -$1,721,404 | -4.73% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 504,269 | $35,021,456 | $32,898,510 | -$2,122,946 | -6.06% | |
| Mackenzie Financial Corp | 0.02% | 337,552 | $23,442,986 | $22,021,892 | -$1,421,094 | -6.06% | |
| Allworth Financial Lp | 0.09% | 289,925 | $20,135,318 | $18,914,707 | -$1,220,611 | -6.06% | |
| Cetera Investment Advisers | 0.02% | 245,165 | $17,026,643 | $15,994,565 | -$1,032,078 | -6.06% | |
| Apella Capital, Llc | 0.19% | 216,100 | $15,044,127 | $14,098,364 | -$945,763 | -6.29% | |
| Mml Investors Services, Llc | 0.03% | 198,105 | $13,758,406 | $12,924,370 | -$834,036 | -6.06% | |
| Financial Connections Group, Inc. | 4.37% | 227,786 | $12,573,000 | $14,860,759 | +$2,287,759 | +18.20% | |
| Spinnaker Trust | 0.53% | 155,820 | $10,821,699 | $10,165,697 | -$656,002 | -6.06% | |
| Royal Bank Of Canada | 0.00% | 150,992 | $10,487,000 | $9,850,718 | -$636,282 | -6.07% | |
| Wells Fargo & Company/Mn | 0.00% | 143,096 | $9,938,029 | $9,335,583 | -$602,446 | -6.06% | |
| Raymond James Financial Inc | 0.00% | 140,492 | $9,757,138 | $9,165,698 | -$591,440 | -6.06% | |
| Morgan Stanley | 0.00% | 138,023 | $9,585,715 | $9,004,621 | -$581,094 | -6.06% | |
| Regatta Capital Group, Llc | 1.16% | 134,745 | $9,170,723 | $8,790,764 | -$379,959 | -4.14% | |
| Beacon Pointe Advisors, Llc | 0.04% | 108,894 | $7,562,679 | $7,104,245 | -$458,434 | -6.06% | |
| Bank Of America Corp | 0.00% | 106,340 | $7,385,313 | $6,937,622 | -$447,691 | -6.06% | |
| Cerity Partners Llc | 0.01% | 103,607 | $7,195,477 | $6,759,321 | -$436,156 | -6.06% | |
| Rwa Wealth Partners, Llc | 0.07% | 102,543 | $7,121,604 | $6,689,905 | -$431,699 | -6.06% | |
| Sofi Wealth, Llc | 0.26% | 99,932 | $6,801,404 | $6,519,564 | -$281,840 | -4.14% | |
| Balanced Rock Investment Advisors Llc | 4.22% | 97,385 | $6,763,358 | $6,353,397 | -$409,961 | -6.06% | |
| Janney Montgomery Scott Llc | 0.01% | 96,764 | $6,720,000 | $6,312,883 | -$407,117 | -6.06% | |
| Thrivent Financial For Lutherans | 0.01% | 90,026 | $6,222,000 | $5,873,296 | -$348,704 | -5.60% | |
| Highland Financial Advisors, Llc | 1.31% | 90,553 | $6,163,037 | $5,907,678 | -$255,359 | -4.14% | |
| Tompkins Financial Corp | 0.43% | 89,203 | $6,071,156 | $5,819,604 | -$251,552 | -4.14% | |
| Osaic Holdings, Inc. | 0.01% | 76,314 | $5,300,544 | $4,978,725 | -$321,819 | -6.07% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 77,300 | $5,261,038 | $5,043,052 | -$217,986 | -4.14% | |
| Pathstone Holdings, Llc | 0.02% | 93,966 | $5,186,923 | $6,130,342 | +$943,419 | +18.19% | |
| One Wealth Advisors, Llc | 0.55% | 71,552 | $4,969,286 | $4,668,052 | -$301,234 | -6.06% | |
| Accredited Investors Inc. | 0.21% | 71,097 | $4,937,687 | $4,638,368 | -$299,319 | -6.06% | |
| Walkner Condon Financial Advisors Llc | 0.55% | 69,001 | $4,792,119 | $4,501,625 | -$290,494 | -6.06% | |
| Goldman Sachs Group Inc | 0.00% | 68,613 | $4,765,173 | $4,476,312 | -$288,861 | -6.06% | |
| Atwater Malick Llc | 1.02% | 68,225 | $4,643,394 | $4,450,999 | -$192,395 | -4.14% | |
| Avise Financial Cooperative, Inc. | 3.26% | 66,279 | $4,603,043 | $4,324,042 | -$279,001 | -6.06% | |
| Assetmark, Inc | 0.01% | 65,511 | $4,458,679 | $4,273,938 | -$184,741 | -4.14% | |
| Integrated Wealth Concepts Llc | 0.03% | 63,624 | $4,418,677 | $4,150,830 | -$267,847 | -6.06% | |
| Newedge Advisors, Llc | 0.01% | 60,517 | $4,202,910 | $3,948,129 | -$254,781 | -6.06% | |
| Geowealth Management, Llc | 0.13% | 60,270 | $4,185,757 | $3,932,015 | -$253,742 | -6.06% | |
| Commonwealth Equity Services, Llc | 0.01% | 59,297 | $4,118,163 | $3,868,536 | -$249,627 | -6.06% | |
| Genwealth Group, Inc. | 0.61% | 57,444 | $3,909,639 | $3,747,647 | -$161,992 | -4.14% | |
| Sanctuary Advisors, Llc | 0.02% | 55,471 | $3,852,437 | $3,618,928 | -$233,509 | -6.06% | |
| Ally Invest Advisors Inc. | 0.22% | 52,573 | $3,651,215 | $3,429,863 | -$221,352 | -6.06% | |
| Modern Wealth Management, Llc | 0.04% | 51,326 | $3,564,572 | $3,348,508 | -$216,064 | -6.06% | |
| Invera Wealth Advisors, Llc | 1.70% | 48,405 | $3,294,444 | $3,157,942 | -$136,502 | -4.14% | |
| Orion Porfolio Solutions, Llc | 0.03% | 47,338 | $3,287,616 | $3,088,331 | -$199,285 | -6.06% | |
| Cgc Financial Services, Llc | 0.71% | 47,168 | $3,210,254 | $3,077,240 | -$133,014 | -4.14% | |
| Archer Investment Management, Llc | 1.01% | 47,103 | $3,205,850 | $3,073,000 | -$132,850 | -4.14% |
Frequently asked questions about USXF
Who are the largest institutional holders of USXF?
The largest institutional holders of USXF reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Blackrock, Inc., Lpl Financial Llc, Sei Investments Co, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported USXF position.
What is USXF institutional ownership?
This page tracks USXF positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG ADVANCE MSCI USA (USXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USXF?
InsiderSet currently tracks 297 institutional managers reporting USXF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USXF shareholders.
How much USXF stock do institutions own?
Institutional investment managers disclosed approximately $1.04B in USXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USXF institutional ownership last updated?
The latest USXF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USXF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USXF position after the reporting date.
Are institutions buying or selling USXF?
Institutional buying and selling can be analyzed by comparing USXF positions across consecutive 13F reporting periods. InsiderSet's USXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USXF ownership changes.
How has USXF institutional ownership changed over time?
InsiderSet tracks USXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.