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iShares ESG Advanced MSCI USA ETF
USXF

266 hedge funds and large institutions have $939M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 140 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 244 → 266 (+22)

0.46% more ownership

Funds ownership: 76.98% → 77.44% (+0.46%)

2% less capital invested

Capital invested by funds: $958M → $939M (-$19.2M)

56% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 140

Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
61
Reduced
140
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$4.55M
2
DRP
Decker Retirement Planning
Utah
+$4.08M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.67M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.6M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$20.4M
3
BlackRock
BlackRock
New York
-$11.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$2.32M -$211K -4,308 -9%
GAM
52
Gould Asset Management
California
$2.3M – – –
Citadel Advisors
53
Citadel Advisors
Florida
$2.27M -$1.68M -34,317 -45%
HighTower Advisors
54
HighTower Advisors
Illinois
$2.07M -$28.7K -587 -2%
HFA
55
Highland Financial Advisors
New Jersey
$2.07M +$289K +5,904 +18%
SWP
56
Stratos Wealth Partners
Ohio
$1.98M -$62.5K -1,279 -3%
SA
57
Skyline Advisors
Washington
$1.91M +$34K +695 +2%
AAS
58
Avantax Advisory Services
Texas
$1.89M -$182K -3,716 -10%
HTC
59
Haverford Trust Company
Pennsylvania
$1.84M +$1.67M +34,204 New
SW
60
SoFi Wealth
California
$1.83M +$651K +13,330 +64%
HHGA
61
Halbert Hargrove Global Advisors
California
$1.66M +$1.5M +30,794 New
NA
62
NewEdge Advisors
Louisiana
$1.66M -$235K -4,817 -14%
EFG
63
Elios Financial Group
Ohio
$1.62M -$304K -6,216 -17%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$771K +15,788 +118%
PWM
65
Perigon Wealth Management
California
$1.59M -$700K -14,324 -33%
KAS
66
Kestra Advisory Services
Texas
$1.58M -$61.4K -1,256 -4%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$1.53M – – –
Bank of New York Mellon
68
Bank of New York Mellon
New York
$1.52M -$475K -9,721 -26%
FTUS
69
Flow Traders U.S.
New York
$1.5M +$1.03M +20,981 +307%
MFG
70
Magnus Financial Group
New York
$1.5M -$8.99K -184 -0.7%
ISFAN
71
Investor's Fiduciary Advisor Network
Washington
$1.49M -$915K -18,715 -40%
VWA
72
VERITY Wealth Advisors
United States
$1.4M – – –
Raymond James Financial
73
Raymond James Financial
Florida
$1.35M -$137K -2,805 -10%
MWM
74
Modern Wealth Management
Kansas
$1.35M +$518K +10,610 +74%
APW
75
Austin Private Wealth
Texas
$1.34M -$306K -6,262 -20%
1 2
3
4 5

USXF Hedge Fund Activity: Q2 2025 in Review

266 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q2 2025, worth a combined $939M — down 2% from $958M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new USXF positions and 9 closed out — a net gain of 27 holders — while 61 added to existing stakes and 140 trimmed.

The largest buyer was SEI Investments, adding an estimated $4.55M. The largest seller was Envestnet Asset Management, cutting an estimated $70.6M.

  • 266 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q2 2025, up from 244 in Q1 2025.
  • Funds reported $939M of iShares ESG Advanced MSCI USA ETF stock for Q2 2025, down 2% quarter-over-quarter.
  • 36 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q2 2025 and 9 closed out, a net change of +27 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q2 2025 was SEI Investments, an estimated $4.55M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $70.6M sold.

Based on aggregated 13F filings for Q2 2025.