Who Owns Ishares Esg Advanced Msci Usa E (USXF)? -- Institutional Holders (2026-03-31)
289 institutions reported holding $852.6M of Ishares Esg Advanced Msci Usa E (USXF) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($153.8M), BlackRock, Inc. ($130.9M), LPL Financial LLC ($53.5M), SEI INVESTMENTS CO ($48.4M), Envestnet Portfolio Solutions, Inc. ($28.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $153.8M | 2.8M | Added |
| 2 | BlackRock, Inc. | $130.9M | 2.4M | Added |
| 3 | LPL Financial LLC | $53.5M | 970,064 | Added |
| 4 | SEI INVESTMENTS CO | $48.4M | 876,093 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $28.6M | 518,560 | Trimmed |
| 6 | JPMORGAN CHASE & CO | $27.8M | 520,923 | Added |
| 7 | MACKENZIE FINANCIAL CORP | $20.5M | 371,876 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $17.1M | 310,256 | Added |
| 9 | Allworth Financial LP | $16.0M | 290,020 | Added |
| 10 | Apella Capital, LLC | $14.2M | 229,221 | New |
| 11 | Cetera Investment Advisers | $12.8M | 232,254 | Added |
| 12 | Financial Connections Group, Inc. | $12.6M | 227,786 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $9.1M | 165,104 | Trimmed |
| 14 | SPINNAKER TRUST | $8.6M | 155,960 | Trimmed |
| 15 | MORGAN STANLEY | $7.6M | 137,108 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $7.4M | 133,772 | Added |
| 17 | Royal Bank of Canada | $7.2M | 131,211 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $7.2M | 129,642 | Added |
| 19 | REGATTA CAPITAL GROUP, LLC | $7.0M | 126,785 | Added |
| 20 | Cerity Partners LLC | $5.9M | 106,085 | Added |
| 21 | Balanced Rock Investment Advisors LLC | $5.7M | 104,099 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $5.7M | 103,795 | Added |
| 23 | RWA WEALTH PARTNERS, LLC | $5.5M | 100,458 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $5.3M | 96,470 | Added |
| 25 | Beacon Pointe Advisors, LLC | $5.3M | 95,906 | Added |
Source: SEC Form 13F filings · as of 2026-03-31