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 %
Citadel Advisors
51
Citadel Advisors
Florida
$2.27M 42,184 -34,317 -45%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.07M 38,332 -587 -2%
HFA
53
Highland Financial Advisors
New Jersey
$2.07M 38,320 +5,904 +18%
SWP
54
Stratos Wealth Partners
Ohio
$1.98M 36,786 -1,279 -3%
SA
55
Skyline Advisors
Washington
$1.91M 35,324 +695 +2%
AAS
56
Avantax Advisory Services
Texas
$1.89M 35,077 -3,716 -10%
HTC
57
Haverford Trust Company
Pennsylvania
$1.84M 34,204 +34,204 New
SW
58
SoFi Wealth
California
$1.83M 34,009 +13,330 +64%
HHGA
59
Halbert Hargrove Global Advisors
California
$1.66M 30,794 +30,794 New
NA
60
NewEdge Advisors
Louisiana
$1.66M 30,702 -4,817 -14%
EFG
61
Elios Financial Group
Ohio
$1.62M 29,980 -6,216 -17%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.59M 29,190 +15,788 +118%
PWM
63
Perigon Wealth Management
California
$1.59M 29,412 -14,324 -33%
KAS
64
Kestra Advisory Services
Texas
$1.58M 29,341 -1,256 -4%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$1.53M 28,405 – –
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.52M 28,114 -9,721 -26%
FTUS
67
Flow Traders U.S.
New York
$1.5M 27,807 +20,981 +307%
MFG
68
Magnus Financial Group
New York
$1.5M 27,756 -184 -0.7%
ISFAN
69
Investor's Fiduciary Advisor Network
Washington
$1.49M 27,581 -18,715 -40%
VWA
70
VERITY Wealth Advisors
United States
$1.4M 26,031 – –
Raymond James Financial
71
Raymond James Financial
Florida
$1.35M 25,028 -2,805 -10%
APW
72
Austin Private Wealth
Texas
$1.34M 24,905 -6,262 -20%
MOS
73
MGO One Seven
Ohio
$1.34M 24,880 -5,535 -18%
AF
74
Amara Financial
California
$1.33M 24,646 +324 +1%
MFG
75
Merit Financial Group
Georgia
$1.27M 23,504 +1,183 +5%
1 2
3
4 5