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iShares ESG Advanced MSCI USA ETF
USXF

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: 94 → 133 (+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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.6M
2
SHJ
Sharkey, Howes & Javer
Colorado
+$6.01M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.06M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.05M
5
PAS
Park Avenue Securities
New York
+$2.03M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$688K
3
CRWM
Castle Rock Wealth Management
California
-$553K
4
NAG
Northstar Advisory Group
New Jersey
-$303K
5
CFD
Creative Financial Designs
Indiana
-$61.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
51
Van Hulzen Asset Management
California
$680K +$5.96K +155 +0.9%
CW
52
CreativeOne Wealth
Kansas
$643K +$158K +4,106 +34%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$613K +$4.53K +118 +0.8%
WI
54
WrapManager Inc
California
$612K +$27.1K +705 +5%
AG
55
Ascent Group
Virginia
$594K +$644K +16,749 New
LNC
56
Lincoln National Corp
Pennsylvania
$510K +$497K +12,930 New
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$508K +$495K +12,889 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$505K – – –
MCM
59
MAI Capital Management
Ohio
$501K +$488K +12,706 New
Betterment LLC
60
Betterment LLC
New York
$498K +$29.3K +763 +6%
PWA
61
Physician Wealth Advisors
Utah
$489K +$496K +12,916 New
HighTower Advisors
62
HighTower Advisors
Illinois
$450K +$438K +11,391 New
CA
63
CoreCap Advisors
Michigan
$448K +$437K +11,366 New
CCM
64
Coldstream Capital Management
Washington
$447K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$434K -$3.27K -85 -0.8%
CFD
66
Creative Financial Designs
Indiana
$429K -$61.8K -1,608 -13%
CGL
67
Clarius Group LLC
Washington
$426K +$199K +5,173 +92%
EWA
68
EverSource Wealth Advisors
Alabama
$420K +$409K +10,641 New
MYIA
69
Mount Yale Investment Advisors
Colorado
$410K +$400K +10,402 New
BRWA
70
B. Riley Wealth Advisors
Florida
$398K +$122K +3,166 +46%
VWM
71
Venturi Wealth Management
Texas
$389K +$45.1K +1,173 +14%
JFG
72
JMG Financial Group
Illinois
$379K – – –
AAS
73
Avantax Advisory Services
Texas
$377K +$126K +3,275 +52%
SPAS
74
Spectrum Planning & Advisory Services
California
$340K +$9.34K +243 +3%
WS
75
Wedbush Securities
California
$335K +$63K +1,639 +24%
1 2
3
4 5

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.