USXF — ISHARES ESG ADVANCE MSCI USA
As of Q2 2026, 10 SEC-registered investment managers reported holding USXF (ISHARES ESG ADVANCE MSCI USA) in their latest 13F filings, with a combined reported value of $221.49M across 3.20M shares. That is +11.5% by share count (+329.06K shares) versus the previous quarter, while reported value moved +39.9%. Ownership is concentrated: the five largest holders account for 96.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.15M | $149.54M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 531.66K | $36.41M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 143.10K | $9.94M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 138.02K | $9.59M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 106.34K | $7.39M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 68.61K | $4.77M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 37.59K | $2.61M | 0.00% | Reduce |
| Prudential Financial history | Q3 2024 | 46.95K | $2.30M | 0.00% | Add |
| Citadel Advisors history | Q3 2025 | 38.72K | $2.22M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 11.78K | $817.77K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 5.63K | $391.05K | 0.00% | Add |
| Marshall Wace history | Q3 2023 | 6.30K | $218.36K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 729 | $50.65K | 0.00% | Reduce |
| Citigroup Inc history | Q3 2025 | 1 | $57 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 531.66K sh · $36.41M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.69M | 2.66M | 2.72M | 2.48M | 2.40M | 2.33M | 2.37M | 2.15M |
| JPMorgan Chase & Co | — | — | — | — | — | 337.13K | 400.41K | 422.70K | 397.09K | 406.47K | 442.97K | 476.31K | 475.56K | 609.06K | 624.56K | 493.03K | 499.44K | 500.95K | — | 531.66K |
| Wells Fargo & Co | — | — | 21.60K | 13.87K | 13.88K | 23.38K | 24.42K | 21.86K | 22.04K | 28.57K | 33.01K | 63.34K | 77.70K | 92.47K | 109.55K | 109.85K | 120.87K | 118.11K | 133.77K | 143.10K |
| Morgan Stanley | — | 364 | 364 | 2.82K | 364 | 5.03K | 5.84K | 10.85K | 9.53K | 38.70K | 74.13K | 82.22K | 91.59K | 116.45K | 113.09K | 111.09K | 111.65K | 120.66K | 137.11K | 138.02K |
| Bank of America Corp | 9.04K | 7.79K | 52.29K | 52.52K | 53.63K | 49.74K | 45.99K | 46.10K | 42.44K | 47.19K | 48.82K | 69.95K | 93.78K | 95.40K | 96.85K | 116.13K | 86.39K | 103.55K | 103.80K | 106.34K |
| Goldman Sachs Group | — | 50.00K | 50.00K | 72.24K | 50.00K | 50.00K | 50.00K | 50.00K | 50.00K | 104.34K | 63.84K | 62.59K | 75.73K | 79.74K | 76.02K | 95.00K | 86.82K | 78.99K | 66.46K | 68.61K |
| BNY Mellon | — | 5.46K | 7.95K | 27.17K | 28.26K | 36.37K | 26.77K | 37.86K | 35.19K | 35.48K | 35.81K | 35.69K | 36.98K | 35.69K | 37.84K | 28.11K | 27.43K | 33.20K | 39.03K | 37.59K |
| UBS Group AG | 2.25K | 2.22K | 2.13K | 2.08K | 3.79K | 7.15K | 6.19K | 9.35K | 8.00K | 8.57K | 7.56K | 7.65K | 7.75K | 8.08K | 13.14K | 9.82K | 9.62K | 9.71K | 11.88K | 11.78K |
| Fidelity Management & Research (FMR) | — | 2 | 10 | 115 | 3 | 2 | 13.94K | 20.93K | 20.93K | 21.20K | 22.45K | 22.30K | 26.87K | 30.94K | 25.40K | 15.04K | 9.28K | 3.67K | 3.82K | 5.63K |
| PNC Financial Services | — | — | 536 | 1.32K | 1.69K | 1.78K | 1.71K | 1.52K | 1.47K | 1.45K | 1.40K | 2.05K | 1.26K | 1.70K | 1.55K | 1.01K | 747 | 715 | 795 | 729 |
| Citadel Advisors | 38.38K | — | 8.56K | — | 13.23K | — | 21.42K | — | — | — | — | 18.46K | — | — | 76.50K | 42.18K | 38.72K | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.43K | 1 | — | — | — |
| Marshall Wace | — | — | — | — | — | — | — | — | 6.30K | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | 62.11K | 89.35K | 105.64K | 65.62K | 62.87K | 65.74K | 61.03K | 59.38K | 51.92K | 42.52K | 42.63K | 40.91K | 46.95K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details