USXF icon

iShares ESG Advanced MSCI USA ETF
USXF

Overview Fund Activity

258 hedge funds and large institutions have $926M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

Holders
258
Holders Change
+16
Holders Change %
+6.61%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$38.6M
2
DRP
2
Decker Retirement Planning
Utah
$4.52M
3
HTC
3
Haverford Trust Company
Pennsylvania
$1.84M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$1.66M
5
MMA
5
Miracle Mile Advisors
California
$1.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$41.5M
3
BlackRock
3
BlackRock
New York
$133M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$545K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.95M 91,692 -2,645 -3%
OL
27
Optas LLC
Texas
$4.6M 85,247 +946 +1%
DRP
28
Decker Retirement Planning
Utah
$4.52M 83,825 +83,548 +30,162%
AI
29
Accredited Investors
Minnesota
$4.24M 78,611 -4,014 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.08M 75,590 +4,061 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.99M 73,893 -1,488 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.83M 75,412 +18,916 +33%
Cerity Partners
33
Cerity Partners
New York
$3.81M 70,589 -13,914 -16%
AM
34
Atwater Malick
Pennsylvania
$3.68M 68,225 – –
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$3.64M 67,502 +139 +0.2%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$3.59M 66,584 -2,235 -3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.48M 64,617 +2,178 +3%
GG
38
GenWealth Group
New Jersey
$3.41M 63,214 +1,088 +2%
FA
39
Financial Advisors
Massachusetts
$3.21M 59,514 +21,562 +57%
UCFA
40
United Capital Financial Advisors
Texas
$3.11M 57,732 -24,884 -30%
HGWM
41
Horst & Graben Wealth Management
Oregon
$3.04M 56,386 -16,337 -22%
AIA
42
Ally Invest Advisors
North Carolina
$2.92M 54,231 +7,877 +17%
GM
43
GeoWealth Management
Illinois
$2.87M 53,161 +6,660 +14%
EH
44
Equitable Holdings
New York
$2.66M 49,278 -20,456 -29%
SHJ
45
Sharkey, Howes & Javer
Colorado
$2.63M 48,801 -19,435 -28%
EFN
46
Equita Financial Network
Pennsylvania
$2.46M 45,693 -7,547 -14%
SPIA
47
Steward Partners Investment Advisory
New York
$2.44M 45,315 -15,270 -25%
OWM
48
Opes Wealth Management
California
$2.42M 44,795 +1,260 +3%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.32M 43,044 -4,308 -9%
GAM
50
Gould Asset Management
California
$2.3M 42,725 – –
1
2
3 4 5