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iShares ESG Advanced MSCI USA ETF
USXF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166 → 169 (+3)

0.25% more ownership

Funds ownership: 82.96% → 83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.87M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.44M
3
SWM
SigFig Wealth Management
California
+$1.88M
4
AF
Allworth Financial
California
+$1.77M
5
FCG
Financial Connections Group
California
+$1.65M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.09M
3
BlackRock
BlackRock
New York
-$3.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.03M
5
PAS
Park Avenue Securities
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFN
51
Equita Financial Network
Pennsylvania
$892K +$930K +25,734 New
RWM
52
RKL Wealth Management
Pennsylvania
$883K +$112K +3,101 +14%
T
53
TCWP
Ohio
$864K -$35.1K -970 -4%
MPW
54
MA Private Wealth
California
$858K – – –
DT
55
Diversified Trust
Tennessee
$856K -$30.1K -832 -3%
WA
56
Wealth Alliance
New York
$846K -$61.4K -1,699 -7%
GAM
57
Gould Asset Management
California
$832K – – –
APW
58
Austin Private Wealth
Texas
$831K -$52.8K -1,461 -6%
AAS
59
Avantax Advisory Services
Texas
$824K +$36.3K +1,004 +4%
CA
60
Cetera Advisors
Colorado
$822K +$6.44K +178 +0.8%
RJA
61
Raymond James & Associates
Florida
$793K +$10.2K +283 +1%
AWM
62
AE Wealth Management
Kansas
$771K -$97.6K -2,699 -11%
Wells Fargo
63
Wells Fargo
California
$764K +$6.4K +177 +0.8%
FHA
64
First Horizon Advisors
Tennessee
$759K -$16.3K -452 -2%
VWA
65
VERITY Wealth Advisors
United States
$727K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$725K – – –
RIA
67
Regal Investment Advisors
Michigan
$711K -$5.86K -162 -0.8%
SCA
68
Snowden Capital Advisors
New York
$707K +$97.7K +2,702 +15%
CGL
69
Clarius Group LLC
Washington
$705K -$2.53K -70 -0.3%
MYIA
70
Mount Yale Investment Advisors
Colorado
$669K +$2.86K +79 +0.4%
BRWA
71
B. Riley Wealth Advisors
Florida
$641K +$269K +7,440 +68%
WIA
72
World Investment Advisors
California
$633K -$18.8K -521 -3%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$611K -$210K -5,807 -25%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$607K -$20.1K -557 -3%
TC
75
TownSquare Capital
Utah
$592K +$617K +17,076 New
1 2
3
4 5

USXF Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2023, worth a combined $574M — down 5% from $604M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USXF positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.87M. The largest seller was Envestnet Asset Management, cutting an estimated $67.8M.

  • 169 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $574M of iShares ESG Advanced MSCI USA ETF stock for Q3 2023, down 5% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2023 was LPL Financial, an estimated $6.87M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $67.8M sold.

Based on aggregated 13F filings for Q3 2023.