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iShares ESG Advanced MSCI USA ETF
USXF
USXF
157 hedge funds and large institutions have $548M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
9% more funds holding
Funds holding: 144 → 157 (+13)
8% more capital invested
Capital invested by funds: $508M → $548M (+$40.4M)
7% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 60
1.61% less ownership
Funds ownership: 84.47% → 82.86% (-1.6%)
Holders
157
Holders Change
+13
Holders Change %
+9.03%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
56
Reduced
60
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$2.44M |
| 2 |
OL
Optas LLC
Austin,
Texas
|
+$2.26M |
| 3 |
JP Morgan Chase
New York
|
+$2.04M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$1.42M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.18M |
Top Sellers
| 1 |
BlackRock
New York
|
-$6.86M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.81M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.52M |
| 5 |
IFAM
Institutional & Family Asset Management
Fort Collins,
Colorado
|
-$1.14M |
