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iShares ESG Advanced MSCI USA ETF

133 hedge funds and large institutions have $464M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

713% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 8

41% more funds holding

Funds holding: 94133 (+39)

34% more capital invested

Capital invested by funds: $346M → $464M (+$118M)

1.91% less ownership

Funds ownership: 81.59%79.68% (-1.9%)

Holders
133
Holders Change
+39
Holders Change %
+41.49%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
65
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
26
Capital CS Group
California
$1.47M +$845K +22,002 +145%
AWM
27
AE Wealth Management
Kansas
$1.46M +$620K +16,125 +77%
DT
28
Diversified Trust
Tennessee
$1.44M +$1.4M +36,514 New
WA
29
Wealth Alliance
New York
$1.39M +$112K +2,919 +9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.35M +$678K +17,639 +106%
APW
31
Austin Private Wealth
Texas
$1.34M +$210K +5,466 +19%
I
32
IMPACTfolio
Colorado
$1.29M +$1.26M +32,739 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.27M +$92.7K +2,413 +8%
AI
34
Accredited Investors
Minnesota
$1.19M +$139K +3,620 +14%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$1.17M +$1.15M +29,915 New
GIA
36
Goodwin Investment Advisory
Georgia
$1.16M +$220K +5,723 +24%
RIA
37
Regal Investment Advisors
Michigan
$1.07M +$214K +5,564 +26%
OWM
38
Opes Wealth Management
California
$1.02M +$16.3K +425 +2%
SCA
39
Snowden Capital Advisors
New York
$995K +$25.5K +664 +3%
KFSC
40
Keystone Financial Services (Colorado)
Colorado
$981K +$956K +24,882 New
SB
41
Strategic Blueprint
Georgia
$924K +$251K +6,543 +39%
FHA
42
First Horizon Advisors
Tennessee
$912K +$124K +3,230 +16%
D
43
Dentgroup
Louisiana
$873K +$850K +22,131 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$851K +$122K +3,180 +17%
GG
45
GenWealth Group
New Jersey
$835K +$284K +7,403 +54%
T
46
TCWP
Ohio
$816K +$796K +20,708 New
RJA
47
Raymond James & Associates
Florida
$744K +$725K +18,876 New
RCS
48
Retirement Capital Strategies
California
$704K +$8.91K +232 +1%
FA
49
Financial Advisors
Massachusetts
$700K
OPS
50
Orion Portfolio Solutions
Nebraska
$692K +$175K +4,567 +35%

USXF Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q4 2021, worth a combined $464M — up 34% from $346M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new USXF positions and 5 closed out — a net gain of 39 holders — while 65 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $36.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.39M sold.

  • 133 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $464M of iShares ESG Advanced MSCI USA ETF stock for Q4 2021, up 34% quarter-over-quarter.
  • 44 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q4 2021 and 5 closed out, a net change of +39 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $36.6M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2021.