Skip to main content
Equibles
USXF logo

USXF · iShares ESG Advanced MSCI USA ETF ETF

Alerts for USXF

Use USXF with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$68.38 +0.42 (+0.62%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $740,128
Total Shares: 10,657

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
65.9%
Mar 2022 → Jun 2026 · range 27.8% – 100.0%
−34.1 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 62.3% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 73.9% – 100.0%
0.0 pts
HHI
5,504
Mar 2022 → Jun 2026 · range 1,254 – 10,000
Highly concentrated−4,496

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +1
Institutional value: +81.6%
Shares held: +44.4%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −362 7,020

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 3,637 $252,589

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group USXF $487,539 65.87% 7,020
Corient Private Wealth LLC USXF $252,589 34.13% 3,637