We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$154M +$6.92M +119,629 +4%
BlackRock
2
BlackRock
New York
$131M +$2.33M +40,235 +2%
LPL Financial
3
LPL Financial
California
$53.5M +$4.17M +72,139 +8%
SEI Investments
4
SEI Investments
Pennsylvania
$48.4M +$2.64M +45,550 +5%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$28.6M -$413K -7,130 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$27.8M +$1.16M +19,970 +4%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$20.5M +$807K +13,949 +4%
PAS
8
Park Avenue Securities
New York
$17.1M +$276K +4,766 +2%
AF
9
Allworth Financial
California
$16M +$143K +2,468 +0.9%
AC
10
Apella Capital
Connecticut
$14.2M +$13.3M +229,221 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$12.8M +$212K +3,668 +2%
FCG
12
Financial Connections Group
California
$12.6M -$804K -13,890 -6%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.11M -$1.04M -17,980 -10%
ST
14
Spinnaker Trust
Maine
$8.61M -$267K -4,610 -3%
Morgan Stanley
15
Morgan Stanley
New York
$7.57M +$952K +16,450 +14%
Wells Fargo
16
Wells Fargo
California
$7.38M +$906K +15,662 +13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.24M -$2.94M -50,763 -28%
Raymond James Financial
18
Raymond James Financial
Florida
$7.16M +$563K +9,731 +8%
RCG
19
Regatta Capital Group
California
$7M +$447K +7,719 +6%
Cerity Partners
20
Cerity Partners
New York
$5.86M +$1.27M +21,878 +26%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$5.75M +$87.2K +1,507 +1%
Bank of America
22
Bank of America
North Carolina
$5.73M +$14.2K +246 +0.2%
RWP
23
RWA Wealth Partners
Massachusetts
$5.55M -$241K -4,160 -4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.33M +$32.9K +569 +0.6%
BPA
25
Beacon Pointe Advisors
California
$5.29M +$3.53M +61,065 +175%