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iShares ESG Advanced MSCI USA ETF
USXF
USXF
78 hedge funds and large institutions have $203M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,850% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 2
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
59% more capital invested
Capital invested by funds: $128M → $203M (+$75.5M)
44% more funds holding
Funds holding: 54 → 78 (+24)
6.3% less ownership
Funds ownership: 79.11% → 72.81% (-6.3%)
Holders
78
Holders Change
+24
Holders Change %
+44.44%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
39
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.2M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$5.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.46M |
| 4 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$2.2M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.16M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRA
76
Front Row Advisors
Tiburon,
California
| $6K | +$5.6K | +160 | New |
|
77
First Manhattan
New York
| $5K | – | – | – |
|
|
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $4.54K | – | – | – |
|
|
DTIM
79
Danda Trouve Investment Management
Prairie Village,
Kansas
| $3K | – | – | – |
|
|
NL
80
NWAM LLC
Mercer Island,
Washington
| – | -$307K | -9,257 | Closed |
|
|
TI
81
tru Independence
Portland,
Oregon
| – | -$242K | -6,981 | Closed |
|
|
SFS
82
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$27K | -775 | Closed |
|
|
IA
83
IFP Advisors
Tampa,
Florida
| – | -$11.4K | -325 | Closed |
|
84
Wells Fargo
San Francisco,
California
| – | -$2K | -63 | Closed |
|