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iShares ESG Advanced MSCI USA ETF
USXF
USXF
248 hedge funds and large institutions have $1.01B invested in iShares ESG Advanced MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 56 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
130% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 56
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
13% more capital invested
Capital invested by funds: $895M → $1.01B (+$114M)
7% more funds holding
Funds holding: 231 → 248 (+17)
1.45% more ownership
Funds ownership: 76.44% → 77.89% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
129
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$23.5M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$7.55M |
| 4 |
JP Morgan Chase
New York
|
+$6.78M |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
+$6.61M |
Top Sellers
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$3.52M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$2.3M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.58M |
| 4 |
BlackRock
New York
|
-$1.52M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$1.06M |
