Who owns iShares ESG Advanced MSCI USA ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USXF from SEC Form 13F filings across 301 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.
As of the 2026-06-30 reporting period, 301 institutions disclosed 15.5M shares of iShares ESG Advanced MSCI USA ETF worth $1.07B — about 70.6% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
301
13F holders
$1.07B
value, 2026 filers
70.6%
of shares outstanding (15.5M sh)
52
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2.7M | $190.1M | 0.0% | 12.5% | -1.8% |
| 2 | BlackRock, Inc. | 2.2M | $149.5M | 0.0% | 9.8% | -9.2% |
| 3 | LPL Financial LLC | 999,571 | $69.4M | 0.0% | 4.6% | +3.0% |
| 4 | SEI INVESTMENTS CO | 862,590 | $59.9M | 0.1% | 3.9% | -1.5% |
| 5 | JPMORGAN CHASE & CO | 531,659 | $36.4M | 0.0% | 2.4% | +2.1% |
| 6 | Envestnet Portfolio Solutions, Inc. | 504,269 | $35.0M | 0.2% | 2.3% | -2.8% |
| 7 | MACKENZIE FINANCIAL CORP | 337,552 | $23.4M | 0.0% | 1.5% | -9.2% |
| 8 | PARK AVENUE SECURITIES LLC | 306,440 | $21.3M | 0.1% | 1.4% | -1.2% |
| 9 | Allworth Financial LP | 289,925 | $20.1M | 0.1% | 1.3% | 0.0% |
| 10 | Cetera Investment Advisers | 245,165 | $17.0M | 0.0% | 1.1% | +5.6% |
| 11 | Apella Capital, LLC | 227,544 | $15.2M | 0.2% | 1% | -0.7% |
| 12 | MML INVESTORS SERVICES, LLC | 198,105 | $13.8M | 0.0% | 0.9% | +20.0% |
| 13 | SPINNAKER TRUST | 155,820 | $10.8M | 0.5% | 0.7% | -0.1% |
| 14 | ROYAL BANK OF CANADA | 150,992 | $10.5M | 0.0% | 0.7% | +15.1% |
| 15 | WELLS FARGO & COMPANY/MN | 143,096 | $9.9M | 0.0% | 0.7% | +7.0% |
| 16 | RAYMOND JAMES FINANCIAL INC | 140,492 | $9.8M | 0.0% | 0.6% | +8.4% |
| 17 | MORGAN STANLEY | 138,023 | $9.6M | 0.0% | 0.6% | +0.7% |
| 18 | HighTower Advisors, LLC | 129,948 | $9.0M | 0.0% | 0.6% | +687.7% |
| 19 | REGATTA CAPITAL GROUP, LLC | 127,807 | $8.9M | 1.2% | 0.6% | +0.8% |
| 20 | Beacon Pointe Advisors, LLC | 108,894 | $7.6M | 0.0% | 0.5% | +13.5% |
| 21 | Pathstone Holdings, LLC | 107,355 | $7.5M | 0.0% | 0.5% | +14.2% |
| 22 | BANK OF AMERICA CORP /DE/ | 106,340 | $7.4M | 0.0% | 0.5% | +2.5% |
| 23 | Cerity Partners LLC | 103,607 | $7.2M | 0.0% | 0.5% | -2.3% |
| 24 | RWA WEALTH PARTNERS, LLC | 102,543 | $7.1M | 0.1% | 0.5% | +2.1% |
| 25 | Decker Retirement Planning Inc. | 99,061 | $6.9M | 2.3% | 0.5% | +6.1% |
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.