iShares ESG Advance MSCI USAUSXFETF
13F holders, Q1 2025 (March 31)245holders −4
16new positions
15sold out
1famous investor
$46.71avg. 13F price*
At the end of Q1 2025, 245 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, down 4 from Q4 2024. 16 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($241.5M), BlackRock, Inc. ($126.9M) and Envestnet Portfolio Solutions, Inc. ($55.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $12.0M |
| Exits | 15 | $6.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,148,790 shares bought and 831,979 shares sold, net +316,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| Envestnet Asset Management Inc. | 0.08% | Add +1.9% | 5,174,807 | $241.5M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 2,719,825 | $126.9M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -21.2% | 1,188,627 | $55.5M |
| LPL Financial LLC | 0.02% | Add +10.6% | 1,159,705 | $54.1M |
| SigFig Wealth Management, LLC | 1.12% | Add +3.0% | 668,871 | $31.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 624,564 | $29.1M |
| Sei Investments Co. | 0.04% | Add +20.6% | 622,086 | $29.0M |
| Park Avenue Securities LLC | 0.29% | Add +8.1% | 501,576 | $23.4M |
| Mackenzie Financial Corp. | 0.02% | Reduce -20.7% | 369,263 | $17.2M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +8.0% | 365,571 | $17.1M |
| Cetera Investment Advisers | 0.03% | Add +12.6% | 312,204 | $14.6M |
| MML Investors Services, LLC | 0.05% | Add +3.4% | 293,233 | $13.7M |
| Allworth Financial LP | 0.07% | Add +2.4% | 284,021 | $13.1M |
| Spinnaker Trust | 0.83% | Reduce -18.2% | 272,390 | $12.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +2.5% | 224,445 | $11.7M |
| Financial Connections Group, Inc. | 4.62% | Add +2.9% | 220,521 | $10.3M |
| Balanced Rock Investment Advisors LLC | 6.97% | Add +2.1% | 187,421 | $8.7M |
| Invera Wealth Advisors, LLC | 5.20% | Reduce -3.6% | 172,402 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +5.0% | 137,466 | $6.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -7.0% | 130,529 | $6.1M |
| Assetmark, Inc. | 0.02% | Add +4.2% | 124,022 | $5.8M |
| One Wealth Advisors, LLC | 0.84% | Reduce -0.0% | 120,197 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -9.4% | 116,446 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 113,089 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +18.5% | 109,552 | $5.1M |
| Regatta Capital Group, LLC | 0.94% | Add +14.7% | 104,207 | $4.9M |
| Bank of America Corp. | 0.00% | Add +1.5% | 96,848 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 94,337 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -13.0% | 84,503 | $3.9M |
| Optas, LLC | 0.68% | Add +2.3% | 84,301 | $3.9M |
| Accredited Investors Inc. | 0.24% | Add +6.3% | 82,625 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.9% | 82,616 | $3.9M |
| Citadel Advisors | 0.00% | New | 76,501 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.7% | 76,019 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 75,381 | $3.5M |
| Horst & Graben Wealth Management LLC | 0.61% | Reduce -3.2% | 72,723 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 71,529 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +3.6% | 69,734 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.2% | 68,819 | $3.2M |
| Sharkey, Howes & Javer | 0.46% | Add +1.3% | 68,236 | $3.2M |
| Atwater Malick LLC | 1.08% | No change | 68,225 | $3.2M |
| Walkner Condon Financial Advisors LLC | 0.64% | Reduce -5.7% | 67,363 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.3% | 66,639 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.1% | 62,439 | $2.9M |
| GenWealth Group, Inc. | 0.64% | Reduce -0.5% | 62,126 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.1% | 60,585 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.1% | 56,496 | $2.6M |
| Davis Wealth Advisors, LLC | 2.97% | Reduce -2.9% | 56,389 | $2.6M |
| Equita Financial Network, Inc. | 0.87% | Add +8.4% | 53,240 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 47,352 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 47,352 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Add +153.7% | 46,501 | $2.2M |
| Ally Invest Advisors Inc. | 0.19% | Add +11.8% | 46,354 | $2.2M |
| Investor's Fiduciary Advisor Network, LLC | 1.02% | Add +7.0% | 46,296 | $2.2M |
| Perigon Wealth Management, LLC | 0.05% | Add +18.3% | 43,736 | $2.0M |
| Opes Wealth Management LLC | 0.41% | Add +8.9% | 43,535 | $2.0M |
| Gould Asset Management LLC | 0.41% | No change | 42,725 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +32.0% | 38,919 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.6% | 38,793 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -8.2% | 38,065 | $1.8M |
| Financial Advisors, LLC | 0.35% | Add +0.1% | 37,952 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 37,835 | $1.8M |
| Dohj, LLC | 0.40% | Reduce -6.8% | 37,169 | $1.7M |
| Elios Financial Group Inc. | 0.83% | Add +1.0% | 36,196 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +324.3% | 35,519 | $1.7M |
| Skyline Advisors, Inc. | 0.64% | Add +11.0% | 34,629 | $1.6M |
| Highland Financial Advisors, LLC | 0.54% | Add +229.8% | 32,416 | $1.5M |
| Austin Private Wealth, LLC | 0.13% | Reduce -0.6% | 31,167 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 30,597 | $1.4M |
| Mgo One Seven LLC | 0.06% | Reduce -2.6% | 30,415 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +21.1% | 29,659 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.3M |
| Magnus Financial Group LLC | 0.13% | Add +2.0% | 27,940 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +32.8% | 27,833 | $1.3M |
| Regal Investment Advisors LLC | 0.10% | Add +8.6% | 27,659 | $1.3M |
| Townsquare Capital LLC | 0.01% | Reduce -11.4% | 27,271 | $1.3M |
| VERITY Wealth Advisors | 0.90% | No change | 26,031 | $1.2M |
| FMR LLC | 0.00% | Reduce -17.9% | 25,403 | $1.2M |
| Wealth Alliance, LLC | 0.14% | Reduce -3.6% | 25,281 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.9% | 24,328 | $1.1M |
| Amara Financial, Llc. | 1.05% | Add +10.8% | 24,322 | $1.1M |
| Diversified Trust Co. | 0.03% | Reduce -3.7% | 24,284 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +25.4% | 24,005 | $1.1M |
| MA Private Wealth | 0.21% | No change | 23,457 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | New | 23,278 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +13.8% | 22,995 | $1.1M |
| World Investment Advisors | 0.03% | Add +8.9% | 22,795 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +429.6% | 22,321 | $1.0M |
| Cwm, LLC | 0.00% | Add +0.7% | 21,941 | $1.0M |
| Clarius Group, LLC | 0.06% | Add +5.4% | 21,915 | $1.0M |
| RKL Wealth Management LLC | 0.09% | Reduce -19.8% | 21,474 | $1.0M |
| One Wealth Capital Management, LLC | 0.53% | Add +4.9% | 21,325 | $995K |
| Diversify Advisory Services, LLC | 0.06% | Reduce -12.9% | 20,834 | $970K |
| Sofi Wealth, LLC | 0.07% | Add +641.2% | 20,679 | $965K |
| Keystone Financial Services | 0.36% | Add +19.4% | 20,309 | $948K |
| Sandbox Financial Partners, LLC | 0.31% | Reduce -8.7% | 18,999 | $887K |
| MAI Capital Management | 0.01% | Add +1.1% | 18,589 | $868K |
| National Wealth Management Group, LLC | 0.57% | Add +2.4% | 18,502 | $863K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 18,409 | $859K |
| Crew Capital Management, Ltd | 0.69% | No change | 18,168 | $848K |
"% of holder's portfolio" is USXF's weight in each manager's 13F, not the share of iShares ESG Advance MSCI USA the manager owns.