iShares ESG Advanced MSCI USA ETF
USXF
USXF
130 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
2% less funds holding
Funds holding: 133 → 130 (-3)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
130
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$120M | |
| 2 | +$26.3M | |
| 3 | +$3.2M | |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.11M |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.11M |
Top Sellers
| 1 | -$1.47M | |
| 2 | -$1.29M | |
| 3 | -$912K | |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$704K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$613K |