Who Owns iShares ESG Advanced MSCI USA ETF (USXF)?Hedge Fund & Institutional Holders

$56.10-0.33 (-0.58%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$41.54$46.03$50.51$55.00$59.49Aug 24Jun 25Mar 26

USXF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SigFig Wealth Management, LLCNew Position+670K+$38.6B
SPINNAKER TRUSTNew Position+161K+$9.0B
REGATTA CAPITAL GROUP, LLCNew Position+119K+$6.9B
Invera Wealth Advisors, LLCNew Position+96K+$5.5B
Decker Retirement Planning Inc.New Position+83K+$4.8B
Accredited Investors Inc.New Position+72K+$4.2B
BANK OF AMERICA CORP /DE/Increased+17K+$4.0B
Walkner Condon Financial Advisors LLCNew Position+69K+$3.9B
Atwater Malick LLCNew Position+68K+$3.9B
SOFI WEALTH, LLCNew Position+59K+$3.4B
CGC Financial Services, LLCNew Position+56K+$3.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+53K+$3.0B
SEI INVESTMENTS COIncreased+55K+$2.6B
Horst & Graben Wealth Management LLCNew Position+44K+$2.5B
Highland Financial Advisors, LLCNew Position+43K+$2.5B

USXF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Allworth Financial LPDecreased-5K-$16.7B
RWA WEALTH PARTNERS, LLCDecreased-4K-$6.2B
GTS SECURITIES LLCClosed Position-107K-$6.1B
Integrated Wealth Concepts LLCDecreased-41K-$3.6B
CITADEL ADVISORS LLCClosed Position-39K-$2.2B
OSAIC HOLDINGS, INC.Decreased-22K-$2.2B
WELLS FARGO & COMPANY/MNDecreased-3K-$1.9B
HighTower Advisors, LLCDecreased-7K-$1.4B
RFG Advisory, LLCDecreased-4K-$1.1B
GOLDMAN SACHS GROUP INCDecreased-8K-$975.6M
JANE STREET GROUP, LLCDecreased-6K-$906.2M
Keystone Financial ServicesDecreased-4K-$790.9M
FLPUTNAM INVESTMENT MANAGEMENT CODecreased-80-$696.6M
Private Advisor Group, LLCDecreased-238-$458.2M
Emergent Wealth Advisors, LLCClosed Position-10K-$437.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SEI INVESTMENTS CO830,543$47.0B0.05%Share
2SigFig Wealth Management, LLC670,255$38.6B1.15%Share
3JPMORGAN CHASE & CO498,828$28.0B0.00%Share
4MACKENZIE FINANCIAL CORP357,927$20.0B0.02%Share
5SPINNAKER TRUST160,570$9.0B0.48%Share
6ROYAL BANK OF CANADA142,792$8.0B0.00%Share
7REGATTA CAPITAL GROUP, LLC119,066$6.9B1.04%Share
8RAYMOND JAMES FINANCIAL INC111,588$6.0B0.00%Share
9Balanced Rock Investment Advisors LLC102,592$5.9B4.20%Share
10Invera Wealth Advisors, LLC95,787$5.5B3.48%Share
11Decker Retirement Planning Inc.83,226$4.8B2.38%Share
12ASSETMARK, INC77,523$4.5B0.01%Share
13Accredited Investors Inc.72,098$4.2B0.22%Share
14GOLDMAN SACHS GROUP INC78,986$4.0B0.00%Share
15Walkner Condon Financial Advisors LLC68,524$3.9B0.55%Share
16Atwater Malick LLC68,225$3.9B1.08%Share
17SOFI WEALTH, LLC58,851$3.4B0.17%Share
18CGC Financial Services, LLC55,913$3.2B0.86%Share
19WELLS FARGO & COMPANY/MN61,867$3.0B0.00%Share
20COMMONWEALTH EQUITY SERVICES, LLC53,468$3.0B0.00%Share
21Ally Invest Advisors Inc.51,094$2.9B0.20%Share
22Horst & Graben Wealth Management LLC43,523$2.5B0.38%Share
23Highland Financial Advisors, LLC43,052$2.5B0.69%Share
24Equita Financial Network, Inc.42,579$2.5B0.74%Share
25Stratos Wealth Partners, LTD.39,306$2.3B0.03%Share
26Modern Wealth Management, LLC35,521$2.0B0.04%Share
27Skyline Advisors, Inc.34,920$2.0B0.67%Share
28WELLS FARGO & COMPANY/MN51,243$2.0B0.00%Share
29BANK OF AMERICA CORP /DE/46,850$2.0B0.00%Share
30BANK OF AMERICA CORP /DE/51,127$2.0B0.00%Share
31UNITED CAPITAL FINANCIAL ADVISORS, LLC41,375$2.0B0.01%Share
32OSAIC HOLDINGS, INC.40,092$2.0B0.00%Share
33Equitable Holdings, Inc.41,605$2.0B0.01%Share
34GeoWealth Management, LLC49,706$2.0B0.07%Share
35Steward Partners Investment Advisory, LLC38,537$2.0B0.01%Share
36Orion Porfolio Solutions, LLC50,488$2.0B0.01%Share
37SUMMIT WEALTH GROUP LLC / CO30,870$1.8B0.24%Share
38Magnus Financial Group LLC27,815$1.6B0.12%Share
39Values Added Financial LLC27,604$1.6B0.67%Share
40GC Wealth Management RIA, LLC27,053$1.6B0.06%Share
41AMARA FINANCIAL, LLC.26,531$1.5B1.06%Share
42VERITY Wealth Advisors26,031$1.5B0.93%Share
43Clarius Group, LLC22,657$1.3B0.07%Share
44Diversified Trust Co22,634$1.3B0.02%Share
45Farther Finance Advisors, LLC22,537$1.3B0.01%Share
46RKL Wealth Management LLC21,642$1.2B0.10%Share
47Capital Investment Advisors, LLC21,328$1.2B0.02%Share
48Sandbox Financial Partners, LLC21,303$1.2B0.34%Share
49Shotwell Rutter Baer Inc20,470$1.2B0.72%Share
50Austin Private Wealth, LLC20,470$1.2B0.09%Share

USXF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025275$303.8B+127
Q3 2025148$314.1B-87
Q2 2025235$635.1B-6
Q1 2025241$746.6B+43
Q4 2024198$14.2T+46
Q3 2024152$275.2T+8
Q2 2024144$253.9T+5
Q1 2024139$533.2T—

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As of Q4 2025, 50 institutional investors hold USXF (iShares ESG Advanced MSCI USA ETF). The largest holder is SEI INVESTMENTS CO with $47.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own USXF?

As of Q4 2025, 50 institutional investors report holding USXF (iShares ESG Advanced MSCI USA ETF) in their 13F filings.

Who is the largest institutional holder of USXF?

The largest institutional holder of USXF is SEI INVESTMENTS CO with $47.0B in shares.

Is institutional ownership of USXF increasing or decreasing?

This quarter, 13 institutions opened new positions in USXF and 3 closed their positions.