iShares ESG Advance MSCI USAUSXFETF
13F holders, Q2 2025 (June 30)267holders +22
32new positions
9sold out
1famous investor
$53.90avg. 13F price*
At the end of Q2 2025, 267 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 22 from Q1 2025. 32 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($201.2M), BlackRock, Inc. ($133.5M) and LPL Financial LLC ($56.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $12.0M |
| Exits | 9 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 646,825 shares bought and 3,690,167 shares sold, net −3,043,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Envestnet Asset Management Inc. | 0.06% | Reduce -27.9% | 3,730,985 | $201.2M |
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 2,475,361 | $133.5M |
| LPL Financial LLC | 0.02% | Reduce -10.2% | 1,041,135 | $56.1M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -35.2% | 770,227 | $41.5M |
| Sei Investments Co. | 0.04% | Add +15.0% | 715,184 | $38.6M |
| SigFig Wealth Management, LLC | 1.19% | Add +0.6% | 673,120 | $36.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.1% | 493,030 | $26.6M |
| Park Avenue Securities LLC | 0.19% | Reduce -21.7% | 392,790 | $21.2M |
| Mackenzie Financial Corp. | 0.03% | Reduce -1.5% | 363,806 | $19.6M |
| Federation des caisses Desjardins du Quebec | 0.08% | Reduce -4.7% | 348,443 | $18.8M |
| Allworth Financial LP | 0.07% | Reduce -0.3% | 283,077 | $15.3M |
| Spinnaker Trust | 0.91% | Add +3.1% | 280,739 | $15.1M |
| Cetera Investment Advisers | 0.02% | Reduce -23.3% | 239,475 | $12.9M |
| Financial Connections Group, Inc. | 4.95% | Add +0.9% | 222,581 | $12.0M |
| MML Investors Services, LLC | 0.03% | Reduce -24.6% | 221,136 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 125,041 | $6.7M |
| Balanced Rock Investment Advisors LLC | 4.96% | Reduce -37.5% | 117,136 | $6.3M |
| Bank of America Corp. | 0.00% | Add +19.9% | 116,126 | $6.3M |
| Regatta Capital Group, LLC | 1.05% | Add +8.4% | 112,976 | $6.1M |
| Invera Wealth Advisors, LLC | 3.94% | Reduce -35.0% | 111,979 | $6.0M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 111,095 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 109,851 | $5.9M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -6.4% | 108,942 | $5.9M |
| Assetmark, Inc. | 0.01% | Reduce -17.8% | 101,926 | $5.5M |
| One Wealth Advisors, LLC | 0.72% | Reduce -20.3% | 95,796 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.0% | 94,999 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.8% | 91,692 | $4.9M |
| Optas, LLC | 0.87% | Add +1.1% | 85,247 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +53.8% | 86,905 | $4.5M |
| Decker Retirement Planning Inc. | 2.62% | Add +30161.7% | 83,825 | $4.5M |
| Accredited Investors Inc. | 0.25% | Reduce -4.9% | 78,611 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.7% | 75,590 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 73,893 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -16.5% | 70,589 | $3.8M |
| Atwater Malick LLC | 1.17% | No change | 68,225 | $3.7M |
| Walkner Condon Financial Advisors LLC | 0.67% | Add +0.2% | 67,502 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.3% | 66,584 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.5% | 64,617 | $3.5M |
| GenWealth Group, Inc. | 0.69% | Add +1.8% | 63,214 | $3.4M |
| Financial Advisors, LLC | 0.60% | Add +56.8% | 59,514 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -30.1% | 57,732 | $3.1M |
| Horst & Graben Wealth Management LLC | 0.50% | Reduce -22.5% | 56,386 | $3.0M |
| Ally Invest Advisors Inc. | 0.23% | Add +17.0% | 54,231 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Add +14.3% | 53,161 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -21.3% | 52,452 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -29.3% | 49,278 | $2.7M |
| Sharkey, Howes & Javer | 0.35% | Reduce -28.5% | 48,801 | $2.6M |
| Equita Financial Network, Inc. | 0.98% | Reduce -14.2% | 45,693 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -25.2% | 45,315 | $2.4M |
| Opes Wealth Management LLC | 0.43% | Add +2.9% | 44,795 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -9.1% | 43,044 | $2.3M |
| Gould Asset Management LLC | 0.45% | No change | 42,725 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -44.9% | 42,184 | $2.3M |
| Davis Wealth Advisors, LLC | 2.20% | Reduce -31.9% | 38,389 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 38,332 | $2.1M |
| Highland Financial Advisors, LLC | 0.66% | Add +18.2% | 38,320 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.4% | 36,786 | $2.0M |
| Skyline Advisors, Inc. | 0.70% | Add +2.0% | 35,324 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.6% | 35,077 | $1.9M |
| Haverford Trust Co | 0.02% | New | 34,204 | $1.8M |
| Sofi Wealth, LLC | 0.11% | Add +64.5% | 34,009 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.09% | New | 30,794 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.6% | 30,702 | $1.7M |
| Elios Financial Group Inc. | 0.73% | Reduce -17.2% | 29,980 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +117.8% | 29,190 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -32.8% | 29,412 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.1% | 29,341 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.7% | 28,114 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +307.4% | 27,807 | $1.5M |
| Magnus Financial Group LLC | 0.13% | Reduce -0.7% | 27,756 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.55% | Reduce -40.4% | 27,581 | $1.5M |
| VERITY Wealth Advisors | 0.94% | No change | 26,031 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.1% | 25,028 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Add +74.0% | 24,952 | $1.3M |
| Austin Private Wealth, LLC | 0.11% | Reduce -20.1% | 24,905 | $1.3M |
| Mgo One Seven LLC | 0.04% | Reduce -18.2% | 24,880 | $1.3M |
| Amara Financial, Llc. | 1.17% | Add +1.3% | 24,646 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 24,442 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +5.3% | 23,504 | $1.3M |
| MA Private Wealth | 0.23% | No change | 23,457 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.2% | 23,228 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -3.5% | 23,171 | $1.2M |
| Clarius Group, LLC | 0.07% | Add +3.4% | 22,650 | $1.2M |
| Diversified Trust Co. | 0.03% | Reduce -8.2% | 22,284 | $1.2M |
| Composition Wealth, LLC | 0.02% | New | 22,137 | $1.2M |
| RKL Wealth Management LLC | 0.10% | Add +0.3% | 21,527 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +50.4% | 21,275 | $1.1M |
| RFG Advisory, LLC | 0.03% | Reduce -28.3% | 21,263 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -3.1% | 21,251 | $1.1M |
| Regal Investment Advisors LLC | 0.08% | Reduce -24.7% | 20,838 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -84.1% | 20,708 | $1.1M |
| Shotwell Rutter Baer Inc | 0.71% | Reduce -0.1% | 19,255 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -20.0% | 19,462 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -16.3% | 19,237 | $1.0M |
| Sandbox Financial Partners, LLC | 0.32% | Add +0.1% | 19,024 | $1.0M |
| Wealth Alliance, LLC | 0.11% | Reduce -25.4% | 18,862 | $1.0M |
| MAI Capital Management | 0.01% | Add +0.2% | 18,618 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 18,186 | $981K |
| F/m Investments LLC | 0.04% | No change | 18,168 | $981K |
"% 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.