iShares ESG Advance Msci USA ETF (USXF): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of USXF (all 13F filers)
- Envestnet Asset Management2.7 MWealth adviser−50 K
- BlackRock2.2 MIndex manager−218 K
- LPL Financial1,000 KWealth adviser+30 K
- SEI Investments863 KInvestment firm−14 K
- JPMorgan Chase532 KBank or trading desk+11 K
- Envestnet Portfolio Solutions504 KType not verified−14 K
- Mackenzie Financial338 KInvestment firm−34 K
- Park Avenue Securities306 KWealth adviser−3,816
- Allworth Financial290 KType not verified−95
- Cetera Investment Advisers245 KWealth adviser+13 K
- Shares
- 2.7 M
- Change
- −50 K
See more
- Type
- Wealth adviser
- Value
- $190M
- Shares
- 2.2 M
- Change
- −218 K
See more
- Type
- Index manager
- Value
- $150M
- Shares
- 1,000 K
- Change
- +30 K
See more
- Type
- Wealth adviser
- Value
- $69.4M
- Shares
- 863 K
- Change
- −14 K
See more
- Type
- Investment firm
- Value
- $59.9M
- Shares
- 532 K
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $36.4M
- Shares
- 504 K
- Change
- −14 K
See more
- Type
- Type not verified
- Value
- $35.0M
- Shares
- 338 K
- Change
- −34 K
See more
- Type
- Investment firm
- Value
- $23.4M
- Shares
- 306 K
- Change
- −3,816
See more
- Type
- Wealth adviser
- Value
- $21.3M
- Shares
- 290 K
- Change
- −95
See more
- Type
- Type not verified
- Value
- $20.1M
- Shares
- 245 K
- Change
- +13 K
See more
- Type
- Wealth adviser
- Value
- $17.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- BlackRock Portfolio Management9.9%13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 27, 2026
- BlackRock Portfolio Management11%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 15, 2025
- BlackRock Portfolio Management10%(previously filed by BlackRock)13Gfiling ↗Event: Feb 28, 2025 · filed: Mar 4, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗