We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

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

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $464M → $598M (+$134M)

4.67% more ownership

Funds ownership: 79.68%84.36% (+4.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 133130 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
73
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$768K +$93.9K +2,631 +14%
OPS
52
Orion Portfolio Solutions
Nebraska
$712K +$85.1K +2,383 +14%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$701K -$69.1K -1,935 -9%
CW
54
CreativeOne Wealth
Kansas
$690K +$109K +3,046 +19%
BRWA
55
B. Riley Wealth Advisors
Florida
$666K +$306K +8,579 +85%
D
56
Dentgroup
Louisiana
$638K -$152K -4,255 -19%
FA
57
Financial Advisors
Massachusetts
$633K
FTUS
58
Flow Traders U.S.
New York
$629K +$629K +17,632 New
MYIA
59
Mount Yale Investment Advisors
Colorado
$625K +$254K +7,109 +68%
WI
60
WrapManager Inc
California
$525K -$28.8K -806 -5%
AAS
61
Avantax Advisory Services
Texas
$524K +$185K +5,171 +54%
RA
62
RFG Advisory
Alabama
$522K +$522K +14,626 New
CAM
63
Crestone Asset Management
Colorado
$473K +$473K +13,243 New
WWG
64
West Wealth Group
California
$468K +$279K +7,824 +148%
AG
65
Ascent Group
Virginia
$465K -$133K -3,722 -22%
Betterment LLC
66
Betterment LLC
New York
$457K +$6.6K +185 +1%
CA
67
CoreCap Advisors
Michigan
$449K +$43K +1,206 +11%
TI
68
tru Independence
Oregon
$441K +$193K +5,393 +77%
VWM
69
Venturi Wealth Management
Texas
$437K +$85.2K +2,386 +24%
PWA
70
Physician Wealth Advisors
Utah
$435K -$1.68K -47 -0.4%
VHAM
71
Van Hulzen Asset Management
California
$426K -$190K -5,322 -31%
CGL
72
Clarius Group LLC
Washington
$426K
CFD
73
Creative Financial Designs
Indiana
$406K +$17.5K +490 +5%
CCM
74
Coldstream Capital Management
Washington
$405K
SWA
75
Stratos Wealth Advisors
Ohio
$405K +$108K +3,028 +36%