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Who owns USXFWhat USXF owns — n/a

Who owns iShares ESG Advanced MSCI USA ETF?

Institutional ownership of USXF from SEC Form 13F filings across 182 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

182

13F holders

$868.0M

value, 2026 filers

60%

of shares outstanding (13.2M sh)

31

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of USXF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC2.7M$190.1M0.0%12.5%-1.8%
2BlackRock, Inc.2.2M$149.5M0.0%9.8%-9.2%
3LPL Financial LLC999,571$69.4M0.0%4.6%+3.0%
4SEI INVESTMENTS CO862,590$59.9M0.1%3.9%-1.5%
5JPMORGAN CHASE & CO531,659$36.4M0.0%2.4%+2.1%
6Envestnet Portfolio Solutions, Inc.504,269$35.0M0.2%2.3%-2.8%
7MACKENZIE FINANCIAL CORP337,552$23.4M0.0%1.5%-9.2%
8PARK AVENUE SECURITIES LLC306,440$21,2820.1%1.4%-1.2%
9Allworth Financial LP289,925$20.1M0.1%1.3%0.0%
10Cetera Investment Advisers245,165$17.0M0.0%1.1%+5.6%
11Apella Capital, LLC227,544$15.2M0.2%1%-0.7%
12MML INVESTORS SERVICES, LLC198,105$13.8M0.0%0.9%+20.0%
13ROYAL BANK OF CANADA150,992$10.5M0.0%0.7%+15.1%
14WELLS FARGO & COMPANY/MN143,096$9.9M0.0%0.7%+7.0%
15RAYMOND JAMES FINANCIAL INC140,492$9.8M0.0%0.6%+8.4%
16MORGAN STANLEY138,023$9.6M0.0%0.6%+0.7%
17HighTower Advisors, LLC129,948$9.0M0.0%0.6%+687.7%
18REGATTA CAPITAL GROUP, LLC127,807$8.9M1.2%0.6%+0.8%
19Cambridge Investment Research Advisors, Inc.125,996$8,7500.0%0.6%+112.1%
20Pathstone Holdings, LLC107,355$7.5M0.0%0.5%+14.2%
21BANK OF AMERICA CORP /DE/106,340$7.4M0.0%0.5%+2.5%
22Cerity Partners LLC103,607$7.2M0.0%0.5%-2.3%
23RWA WEALTH PARTNERS, LLC102,543$7.1M0.1%0.5%+2.1%
24Decker Retirement Planning Inc.99,061$6.9M2.3%0.5%+6.1%
25Janney Montgomery Scott LLC96,764$6,7200.0%0.4%+0.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.