iShares ESG Advanced MSCI USA

USXF • NASDAQ

iShares ESG Advanced MSCI USA is an exchange-traded fund on NASDAQ. As of Q3 2025, 252 institutional investors hold shares in this ETF, with total holdings valued at $889.6M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $154.6M.

Overview

Overview of institutional ownership in USXF as of Q3 2025

All Institutions

Institutions: 252
Value Held: $889.6M
Shares Held: 15.5M
Avg Position: $3.5M
Median Position: $595.5K

Hedge Funds

Hedge Funds: 1
Value Held: $2.2M
Shares Held: 38.7K
Avg Position: $2.2M
Median Position: $2.2M

Biggest Investors

Institutions with the largest positions in USXF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$154.6M 0.05% of portfolio	2.7M shares	Q4 2020 Held for 4y 11m	$341.99B
B BlackRock, Inc. Institution	-	$137.3M 0.00% of portfolio	2.4M shares	Q3 2021 Held for 4y 2m	$5.67T
L LPL Financial LLC Institution	-	$50.6M 0.01% of portfolio	882.3K shares	Q4 2020 Held for 4y 11m	$340.07B
S SEI INVESTMENTS CO Institution	-	$44.4M 0.05% of portfolio	775.6K shares	Q1 2024 Held for 1y 8m	$93.0B
SigFig Wealth Management, LLC RIA/Wealth	Michael Tai Sha CEO	$38.0M 1.18% of portfolio	667.3K shares	Q2 2021 Held for 4y 5m	$3.2B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$30.1M 0.11% of portfolio	525.3K shares	Q3 2023 Held for 2y 2m	$26.8B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$28.6M 0.00% of portfolio	499.4K shares	Q4 2022 Held for 2y 11m	$1.56T
Federation des caisses Desjardins du Quebec Fund of Funds	Neil David Blundell CIO	$20.7M 0.08% of portfolio	361.9K shares	Q4 2020 Held for 4y 11m	$25.4B
MACKENZIE FINANCIAL CORP Long Only Manager	Joseph Luke Gregoire Gould CEO	$20.3M 0.02% of portfolio	354.6K shares	Q4 2021 Held for 3y 11m	$82.7B
PARK AVENUE SECURITIES LLC RIA/Wealth	Marianne Grace Caswell President	$17.2M 0.15% of portfolio	300.5K shares	Q4 2020 Held for 4y 11m	$11.7B

Net Capital Flow

Institutional buying and selling activity for USXF in Q3 2025

Traded: −$95.5M
Buyers: 79
Sellers: 157
Total Bought: +$41.1M
Total Sold: −$136.6M
Avg Position: $3.3M

Biggest Buyers

Institution	Net Bought	Current Position
G GTS SECURITIES LLC Institution	+$6.1M +107.1K shares	$6.1M 107.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$4.6M +79.6K shares	$6.0M 104.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$4.0M +70.6K shares	$4.6M 80.7K shares
S SEI INVESTMENTS CO Institution	+$3.5M +60.4K shares	$44.4M 775.6K shares
C CGC Financial Services, LLC RIA/Wealth	+$3.1M +54.8K shares	$3.1M 54.8K shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	+$2.5M +44.0K shares	$2.5M 44.0K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$1.9M +32.4K shares	$1.9M 32.4K shares
R ROYAL BANK OF CANADA Institution	+$1.4M +24.5K shares	$8.6M 149.5K shares
Financial Connections Group, Inc. RIA/Wealth	+$829.3K +14.5K shares	$13.6M 237.1K shares
Goss Wealth Management LLC RIA/Wealth	+$790.7K +13.8K shares	$2.6M 44.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$59.2M −1.0M shares	$154.6M 2.7M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$14.0M −244.9K shares	$30.1M 525.3K shares
L LPL Financial LLC Institution	−$9.1M −158.8K shares	$50.6M 882.3K shares
S SPINNAKER TRUST Institution	−$6.9M −119.8K shares	$9.2M 160.9K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	−$5.3M −92.3K shares	$17.2M 300.5K shares
B BlackRock, Inc. Institution	−$4.6M −79.6K shares	$137.3M 2.4M shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$4.2M −72.6K shares	$8.5M 148.5K shares
Optas, LLC RIA/Wealth	−$2.9M −51.1K shares	$2.0M 34.1K shares
BANK OF AMERICA CORP /DE/ Institution	−$1.7M −29.7K shares	$5.0M 86.4K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$1.4M −24.3K shares	$4.4M 77.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited USXF in Q3 2025

New Positions: 15
New Value: $14.4M
Exited Positions: 19
Exited Value: $3.8M

New Positions

Institution	Position Value
G GTS SECURITIES LLC Institution	$6.1M 107.1K shares
C CGC Financial Services, LLC RIA/Wealth	$3.1M 54.8K shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	$2.5M 44.0K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$593.7K 10.4K shares
R RCS Financial Planning, LLC RIA/Wealth	$441.5K 7.7K shares
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	$329.7K 5.8K shares
WARNER FINANCIAL, INC RIA/Wealth	$265.9K 4.6K shares
Armstrong, Fleming & Moore, Inc RIA/Wealth	$216.7K 3.8K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	$214.9K 3.8K shares
C CORA CAPITAL ADVISORS LLC RIA/Wealth	$213.7K 3.7K shares

Exited Positions

Institution	Previous Position
Armis Advisers, LLC RIA/Wealth	$455.3K 8.4K shares
O OLD MISSION CAPITAL LLC Institution	$400.5K 7.4K shares
H HRT FINANCIAL LLC Institution	$307.8K 5.7K shares
FIRST TRUST ADVISORS LP ETF Provider	$281.3K 5.2K shares
WRAPMANAGER INC RIA/Wealth	$265.3K 4.9K shares
H Hilltop Holdings Inc. Institution	$247.2K 4.6K shares
ABSOLUTE INVESTMENT MANAGEMENT LLC RIA/Wealth	$241.9K 4.5K shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	$230.3K 4.3K shares
Gateway Wealth Partners, LLC RIA/Wealth	$227.6K 4.2K shares
Black Diamond Financial, LLC RIA/Wealth	$218.4K 4.0K shares

Options Activity

Institutions with the largest Call and Put options positions in USXF as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with USXF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Financial Connections Group, Inc. RIA/Wealth	Jill Doryce Hollander President	5.62% $13.6M	237.1K shares	Q4 2021 Held for 3y 11m	$241.9M
Balanced Rock Investment Advisor RIA/Wealth	Daniel Maclay Flannery President	4.62% $6.2M	107.8K shares	Q4 2023 Held for 1y 11m	$133.8M
Invera Wealth Advisors, LLC RIA/Wealth	Shenandoah Sampson CIO	3.75% $6.1M	106.2K shares	Q4 2023 Held for 1y 11m	$162.2M
Decker Retirement Planning Inc. RIA/Wealth	Brian James Decker President	2.47% $4.5M	77.8K shares	Q4 2024 Held for 11 months	$180.7M
Ramiah Investment Group RIA/Wealth	Ramu Ramiah President	1.43% $1.4M	25.2K shares	Q3 2025 Held for 2 months	$101.1M
SigFig Wealth Management, LLC RIA/Wealth	Michael Tai Sha CEO	1.18% $38.0M	667.3K shares	Q2 2021 Held for 4y 5m	$3.2B
Atwater Malick LLC RIA/Wealth	Matthew Charles Malick Managing Partner	1.14% $3.9M	68.2K shares	Q2 2023 Held for 2y 5m	$344.4M
AMARA FINANCIAL, LLC. RIA/Wealth	Jared Corey Kushner CEO	1.04% $1.4M	24.7K shares	Q3 2024 Held for 1y 2m	$135.8M
REGATTA CAPITAL GROUP, LLC RIA/Wealth	Spencer Southard Kelly Founder	1.04% $6.6M	115.2K shares	Q1 2024 Held for 1y 8m	$633.1M
V VERITY Wealth Advisors RIA/Wealth	Robert Evan Oliver CCO	0.94% $1.5M	26.0K shares	Q2 2022 Held for 3y 5m	$158.3M

Hedge Fund Spotlight

Discover hedge funds investing in USXF

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Advanced MSCI USA

Market Value: $2.2M
Shares Held: 38.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%