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iShares ESG Advanced MSCI USA ETF

133 hedge funds and large institutions have $464M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

713% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 8

41% more funds holding

Funds holding: 94133 (+39)

34% more capital invested

Capital invested by funds: $346M → $464M (+$118M)

1.91% less ownership

Funds ownership: 81.59%79.68% (-1.9%)

Holders
133
Holders Change
+39
Holders Change %
+41.49%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
65
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$328K +$320K +8,323 New
NFG
77
Next Financial Group
Texas
$325K +$200K +5,201 +171%
PAG
78
Private Advisor Group
New Jersey
$321K +$313K +8,148 New
ASN
79
Advisory Services Network
Georgia
$312K +$17.5K +456 +6%
Bank of America
80
Bank of America
North Carolina
$307K -$47.9K -1,246 -14%
TCA
81
Transcend Capital Advisors
New Jersey
$301K +$13.2K +344 +5%
UCFA
82
United Capital Financial Advisors
Texas
$294K +$287K +7,466 New
TWM
83
Trevian Wealth Management
Massachusetts
$288K +$280K +7,293 New
TI
84
tru Independence
Oregon
$276K
AA
85
Aufman Associates
Pennsylvania
$273K +$265K +6,910 New
CAN
86
Cetera Advisor Networks
California
$271K +$6.8K +177 +3%
WIA
87
World Investment Advisors
California
$269K +$1.54K +40 +0.5%
MCWS
88
McKinley Carter Wealth Services
West Virginia
$266K +$259K +6,746 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$262K +$255K +6,634 New
FANJ
90
Financial Architects (New Jersey)
New Jersey
$260K +$29K +756 +13%
Creative Planning
91
Creative Planning
Kansas
$255K
KCA
92
Karn Couzens & Associates
Connecticut
$253K
Stifel Financial
93
Stifel Financial
Missouri
$244K +$238K +6,190 New
FWP
94
Firethorn Wealth Partners
Georgia
$224K +$218K +5,680 New
Bank of New York Mellon
95
Bank of New York Mellon
New York
$215K +$210K +5,455 New
CCM
96
Crew Capital Management
Ohio
$213K +$208K +5,411 New
FMI
97
F/M Investments
District of Columbia
$213K +$208K +5,411 New
WWG
98
West Wealth Group
California
$209K +$204K +5,300 New
ACA
99
Aptus Capital Advisors
Alabama
$207K
CFA
100
Carroll Financial Associates
North Carolina
$205K

USXF Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q4 2021, worth a combined $464M — up 34% from $346M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new USXF positions and 5 closed out — a net gain of 39 holders — while 65 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $36.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.39M sold.

  • 133 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $464M of iShares ESG Advanced MSCI USA ETF stock for Q4 2021, up 34% quarter-over-quarter.
  • 44 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q4 2021 and 5 closed out, a net change of +39 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $36.6M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2021.