USXF icon

iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M 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, 138 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$1.27M
MPW
77
MA Private Wealth
California
$1.27M
CIA
78
Capital Investment Advisors
Georgia
$1.25M
FFA
79
Farther Finance Advisors
California
$1.25M
CGL
80
Clarius Group LLC
Washington
$1.22M
DT
81
Diversified Trust
Tennessee
$1.2M
MMA
82
Miracle Mile Advisors
California
$1.19M
RWM
83
RKL Wealth Management
Pennsylvania
$1.16M
CWM
84
Congress Wealth Management
Massachusetts
$1.15M
RA
85
RFG Advisory
Alabama
$1.15M
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.15M
MWM
87
Modern Wealth Management
Kansas
$1.13M
RIA
88
Regal Investment Advisors
Michigan
$1.12M
AWS
89
Atria Wealth Solutions
New York
$1.12M
SRB
90
Shotwell Rutter Baer
Michigan
$1.05M
SCA
91
Snowden Capital Advisors
New York
$1.05M
SWP
92
Sagespring Wealth Partners
Tennessee
$1.04M
SFP
93
Sandbox Financial Partners
Maryland
$1.03M
WA
94
Wealth Alliance
New York
$1.02M
MCM
95
MAI Capital Management
Ohio
$1M
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$981K
FMI
97
F/M Investments
District of Columbia
$981K
CCM
98
Crew Capital Management
Ohio
$980K
DL
99
DOHJ LLC
Washington
$952K
PIA
100
Perennial Investment Advisors
California
$944K