We are live on
!
Find out more
iShares ESG Advanced MSCI USA ETF
USXF
USXF
34 hedge funds and large institutions have $78.2M invested in iShares ESG Advanced MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
3,000% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 1
764% more capital invested
Capital invested by funds: $9.06M → $78.2M (+$69.2M)
750% more funds holding
Funds holding: 4 → 34 (+30)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
65.06% less ownership
Funds ownership: 160.78% → 95.72% (-65%)
Holders
34
Holders Change
+30
Holders Change %
+750%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.09M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.22M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$2.13M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$1.28M |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$4.54M |
| 2 |
BlackRock
New York
|
-$2.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
26
Goodwin Investment Advisory
Woodstock,
Georgia
| $148K | +$142K | +4,774 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $142K | +$135K | +4,552 | New |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $113K | +$107K | +3,594 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $87K | +$82.8K | +2,794 | New |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $77K | +$73.2K | +2,470 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $62K | +$59K | +1,990 | New |
|
|
PCG
32
Private Capital Group
West Hartford,
Connecticut
| $46K | +$43.1K | +1,455 | New |
|
33
Morgan Stanley
New York
| $8K | +$7.35K | +248 | New |
|
|
AF
34
Advisornet Financial
Minnetonka,
Minnesota
| $5K | +$4.83K | +163 | New |
|
|
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $3.91K | +$3.71K | +125 | New |
|
|
36
BlackRock
New York
| – | -$2.52M | -90,000 | Closed |
|