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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
HFA
101
High Falls Advisors
New York
$204K +$199K +5,181 New
PCG
102
Private Capital Group
Connecticut
$150K -$961 -25 -0.7%
APA
103
American Portfolios Advisors
New York
$139K +$104K +2,710 +336%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$115K +$111K +2,889 New
BlackRock
105
BlackRock
New York
$111K +$55.2K +1,437 +104%
WPA
106
West Paces Advisors
Georgia
$104K
HI
107
Harbour Investments
Wisconsin
$95K +$8.41K +219 +10%
UBS Group
108
UBS Group
Switzerland
$87K -$1.34K -35 -2%
PC
109
Pecaut & Co
Iowa
$85K +$83.3K +2,167 New
TIM
110
Tortoise Investment Management
New York
$78K
FCA
111
FinTrust Capital Advisors
South Carolina
$63K
IFAM
112
Institutional & Family Asset Management
Colorado
$59K
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$50K
FCT
114
First Community Trust
Iowa
$38.3K +$37.3K +970 New
AF
115
Advisornet Financial
Minnesota
$30K -$25K -650 -46%
LFG
116
Leverty Financial Group
Wisconsin
$26K +$25.6K +666 New
ACM
117
Absolute Capital Management
Pennsylvania
$22.7K +$22.1K +575 New
MP
118
McDonald Partners
Ohio
$22.7K +$22.1K +575 New
GI
119
Gradient Investments
Minnesota
$21K +$9.38K +244 +83%
GFPC
120
Global Financial Private Client
Florida
$18.7K
KFS
121
Kelly Financial Services
Massachusetts
$14.2K +$38 +1 +0.3%
Morgan Stanley
122
Morgan Stanley
New York
$14K +$14K +364 New
FRA
123
Front Row Advisors
California
$13K +$2.31K +60 +22%
SFM
124
Signet Financial Management
New Jersey
$12K +$11.5K +300 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K +$3.42K +89 +43%

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.