USXF icon

iShares ESG Advanced MSCI USA ETF
USXF

Overview Fund Activity

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$2.27M -$1.85M -34,317 -45%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.07M -$31.7K -587 -2%
HFA
53
Highland Financial Advisors
New Jersey
$2.07M +$318K +5,904 +18%
SWP
54
Stratos Wealth Partners
Ohio
$1.98M -$69K -1,279 -3%
SA
55
Skyline Advisors
Washington
$1.91M +$37.5K +695 +2%
AAS
56
Avantax Advisory Services
Texas
$1.89M -$200K -3,716 -10%
HTC
57
Haverford Trust Company
Pennsylvania
$1.84M +$1.84M +34,204 New
SW
58
SoFi Wealth
California
$1.83M +$719K +13,330 +64%
HHGA
59
Halbert Hargrove Global Advisors
California
$1.66M +$1.66M +30,794 New
NA
60
NewEdge Advisors
Louisiana
$1.66M -$260K -4,817 -14%
EFG
61
Elios Financial Group
Ohio
$1.62M -$335K -6,216 -17%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$862K +15,788 +118%
PWM
63
Perigon Wealth Management
California
$1.59M -$772K -14,324 -33%
KAS
64
Kestra Advisory Services
Texas
$1.58M -$67.7K -1,256 -4%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$1.53M – – –
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.52M -$524K -9,721 -26%
FTUS
67
Flow Traders U.S.
New York
$1.5M +$1.13M +20,981 +307%
MFG
68
Magnus Financial Group
New York
$1.5M -$9.92K -184 -0.7%
ISFAN
69
Investor's Fiduciary Advisor Network
Washington
$1.49M -$1.01M -18,715 -40%
VWA
70
VERITY Wealth Advisors
United States
$1.4M – – –
Raymond James Financial
71
Raymond James Financial
Florida
$1.35M -$151K -2,805 -10%
APW
72
Austin Private Wealth
Texas
$1.34M -$338K -6,262 -20%
MOS
73
MGO One Seven
Ohio
$1.34M -$299K -5,535 -18%
AF
74
Amara Financial
California
$1.33M +$17.5K +324 +1%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.32M +$1.32M +24,442 New
1 2
3
4 5