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 $1.03B 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 $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 $186.88M, representing an estimated loss of -1.68% 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
296
Total Reported Value
$1.03B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$190.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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% | 2,736,939 | $190,080,391 | $186,883,942 | -$3,196,449 | -1.68% | |
| Blackrock, Inc. | 0.00% | 2,153,160 | $149,536,962 | $147,022,286 | -$2,514,676 | -1.68% | |
| Lpl Financial Llc | 0.02% | 999,571 | $69,420,186 | $68,252,807 | -$1,167,379 | -1.68% | |
| Sei Investments Co | 0.05% | 862,590 | $59,906,860 | $58,899,457 | -$1,007,403 | -1.68% | |
| Jpmorgan Chase & Co | 0.00% | 531,659 | $36,406,837 | $36,302,793 | -$104,044 | -0.29% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 504,269 | $35,021,456 | $34,432,546 | -$588,910 | -1.68% | |
| Mackenzie Financial Corp | 0.02% | 337,552 | $23,442,986 | $23,048,759 | -$394,227 | -1.68% | |
| Allworth Financial Lp | 0.09% | 289,925 | $20,135,318 | $19,796,688 | -$338,630 | -1.68% | |
| Cetera Investment Advisers | 0.02% | 245,165 | $17,026,643 | $16,740,381 | -$286,262 | -1.68% | |
| Apella Capital, Llc | 0.22% | 227,544 | $15,223,562 | $15,537,182 | +$313,620 | +2.06% | |
| Mml Investors Services, Llc | 0.03% | 198,105 | $13,758,406 | $13,527,025 | -$231,381 | -1.68% | |
| Spinnaker Trust | 0.53% | 155,820 | $10,821,699 | $10,639,717 | -$181,982 | -1.68% | |
| Royal Bank Of Canada | 0.00% | 150,992 | $10,487,000 | $10,310,051 | -$176,949 | -1.69% | |
| Wells Fargo & Company/Mn | 0.00% | 143,096 | $9,938,029 | $9,770,895 | -$167,134 | -1.68% | |
| Raymond James Financial Inc | 0.00% | 140,492 | $9,757,138 | $9,593,089 | -$164,049 | -1.68% | |
| Morgan Stanley | 0.00% | 138,023 | $9,585,715 | $9,424,500 | -$161,215 | -1.68% | |
| Hightower Advisors, Llc | 0.01% | 129,948 | $9,024,892 | $8,873,122 | -$151,770 | -1.68% | |
| Regatta Capital Group, Llc | 1.19% | 127,807 | $8,876,219 | $8,726,930 | -$149,289 | -1.68% | |
| Beacon Pointe Advisors, Llc | 0.04% | 108,894 | $7,562,679 | $7,435,511 | -$127,168 | -1.68% | |
| Bank Of America Corp | 0.00% | 106,340 | $7,385,313 | $7,261,119 | -$124,194 | -1.68% | |
| Cerity Partners Llc | 0.01% | 103,607 | $7,195,477 | $7,074,504 | -$120,973 | -1.68% | |
| Rwa Wealth Partners, Llc | 0.07% | 102,543 | $7,121,604 | $7,001,851 | -$119,753 | -1.68% | |
| Decker Retirement Planning Inc. | 2.34% | 99,061 | $6,879,777 | $6,764,093 | -$115,684 | -1.68% | |
| Balanced Rock Investment Advisors Llc | 4.22% | 97,385 | $6,763,358 | $6,649,652 | -$113,706 | -1.68% | |
| Tompkins Financial Corp | 0.43% | 88,052 | $6,115,211 | $6,012,375 | -$102,836 | -1.68% | |
| Sofi Wealth, Llc | 0.25% | 87,855 | $6,101,514 | $5,998,924 | -$102,590 | -1.68% | |
| Assetmark, Inc | 0.01% | 80,732 | $5,606,837 | $5,512,550 | -$94,287 | -1.68% | |
| Highland Financial Advisors, Llc | 1.18% | 77,452 | $5,379,041 | $5,288,585 | -$90,456 | -1.68% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 77,300 | $5,368,485 | $5,278,206 | -$90,279 | -1.68% | |
| Osaic Holdings, Inc. | 0.01% | 76,314 | $5,300,544 | $5,210,880 | -$89,664 | -1.69% | |
| Pathstone Holdings, Llc | 0.02% | 93,966 | $5,186,923 | $6,416,196 | +$1,229,273 | +23.70% | |
| Integrated Wealth Concepts Llc | 0.02% | 72,102 | $5,007,561 | $4,923,276 | -$84,285 | -1.68% | |
| One Wealth Advisors, Llc | 0.55% | 71,552 | $4,969,286 | $4,885,721 | -$83,565 | -1.68% | |
| Accredited Investors Inc. | 0.21% | 71,097 | $4,937,687 | $4,854,652 | -$83,035 | -1.68% | |
| Walkner Condon Financial Advisors Llc | 0.55% | 69,001 | $4,792,119 | $4,711,533 | -$80,586 | -1.68% | |
| Goldman Sachs Group Inc | 0.00% | 68,613 | $4,765,173 | $4,685,040 | -$80,133 | -1.68% | |
| Atwater Malick Llc | 1.03% | 68,225 | $4,738,226 | $4,658,546 | -$79,680 | -1.68% | |
| Avise Financial Cooperative, Inc. | 3.26% | 66,279 | $4,603,043 | $4,525,669 | -$77,374 | -1.68% | |
| Genwealth Group, Inc. | 0.66% | 61,136 | $4,245,895 | $4,174,494 | -$71,401 | -1.68% | |
| Newedge Advisors, Llc | 0.01% | 60,517 | $4,202,910 | $4,132,228 | -$70,682 | -1.68% | |
| Geowealth Management, Llc | 0.13% | 60,270 | $4,185,757 | $4,115,362 | -$70,395 | -1.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 59,297 | $4,118,163 | $4,048,924 | -$69,239 | -1.68% | |
| Archer Investment Management, Llc | 1.36% | 57,487 | $3,992,493 | $3,925,333 | -$67,160 | -1.68% | |
| Sanctuary Advisors, Llc | 0.02% | 55,471 | $3,852,437 | $3,787,676 | -$64,761 | -1.68% | |
| Ally Invest Advisors Inc. | 0.22% | 52,573 | $3,651,215 | $3,589,795 | -$61,420 | -1.68% | |
| Modern Wealth Management, Llc | 0.04% | 51,326 | $3,564,572 | $3,504,647 | -$59,925 | -1.68% | |
| Invera Wealth Advisors, Llc | 1.80% | 48,246 | $3,350,685 | $3,294,338 | -$56,347 | -1.68% | |
| Orion Porfolio Solutions, Llc | 0.03% | 47,338 | $3,287,616 | $3,232,338 | -$55,278 | -1.68% | |
| Cgc Financial Services, Llc | 0.70% | 45,053 | $3,128,931 | $3,076,313 | -$52,618 | -1.68% | |
| Ep Wealth Advisors, Llc | 0.01% | 45,022 | $3,126,760 | $3,074,197 | -$52,563 | -1.68% |
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.