We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

94 hedge funds and large institutions have $346M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 5

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

70% more capital invested

Capital invested by funds: $203M → $346M (+$143M)

21% more funds holding

Funds holding: 7894 (+16)

8.78% more ownership

Funds ownership: 72.81%81.59% (+8.8%)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$79K +$59.3K +1,592 +268%
TIM
77
Tortoise Investment Management
New York
$71K +$73.5K +1,975 New
FCA
78
FinTrust Capital Advisors
South Carolina
$58K
IFAM
79
Institutional & Family Asset Management
Colorado
$54K
AF
80
Advisornet Financial
Minnesota
$51K +$31.9K +856 +157%
BlackRock
81
BlackRock
New York
$50K +$51.4K +1,380 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$46K +$19.1K +512 +67%
APA
83
American Portfolios Advisors
New York
$29.1K +$4.28K +115 +17%
GFPC
84
Global Financial Private Client
Florida
$17.3K +$5.44K +146 +44%
KFS
85
Kelly Financial Services
Massachusetts
$13K -$2.34M -62,742 -99%
GI
86
Gradient Investments
Minnesota
$11K +$11K +295 New
FRA
87
Front Row Advisors
California
$10K +$4.1K +110 +69%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$8K +$8.27K +222 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.55K +$3.13K +84 +67%
LWM
90
Liberty Wealth Management
California
$7K +$186 +5 +3%
NFSG
91
Newbridge Financial Services Group
Florida
$6K
First Manhattan
92
First Manhattan
New York
$5K
DTIM
93
Danda Trouve Investment Management
Kansas
$5K +$1.94K +52 +57%
CWA
94
Clearview Wealth Advisors
Oregon
$3K +$3.05K +82 New
MHR
95
Matthew Hamilton Rosenberg
$1K +$1.12K +30 New
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
-$1.73M -47,451 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$1.04M -28,686 Closed
FTUS
98
Flow Traders U.S.
New York
-$560K -15,435 Closed
WP
99
WealthShield Partners
North Carolina
-$62K -1,716 Closed