We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166169 (+3)

0.25% more ownership

Funds ownership: 82.96%83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Ascent Group
Virginia
$406K +$1.77K +49 +0.4%
D
102
Dentgroup
Louisiana
$400K -$5.17K -143 -1%
SFP
103
Sandbox Financial Partners
Maryland
$400K +$417K +11,544 New
WWG
104
West Wealth Group
California
$399K +$16.3K +452 +4%
CA
105
CoreCap Advisors
Michigan
$391K -$13.8K -383 -3%
CC
106
Copperleaf Capital
North Carolina
$388K +$6K +166 +2%
VHAM
107
Van Hulzen Asset Management
California
$383K
Betterment LLC
108
Betterment LLC
New York
$357K -$5.24K -145 -1%
VWM
109
Venturi Wealth Management
Texas
$340K -$15.7K -435 -4%
PWM
110
Perigon Wealth Management
California
$337K +$34.1K +944 +11%
Morgan Stanley
111
Morgan Stanley
New York
$330K -$47.5K -1,314 -12%
NWMG
112
National Wealth Management Group
Ohio
$326K +$123K +3,407 +57%
FCI
113
Financial Counselors Inc
Kansas
$323K
CA
114
CGN Advisors
Kansas
$306K +$7.99K +221 +3%
CS
115
Comerica Securities
Michigan
$301K -$21.9K -606 -7%
LNC
116
Lincoln National Corp
Pennsylvania
$290K +$67.4K +1,865 +29%
LIA
117
LifePlan Investment Advisors
North Carolina
$279K -$37.6K -1,040 -11%
UBS Group
118
UBS Group
Switzerland
$277K -$48.9K -1,352 -14%
WFA
119
Wade Financial Advisory
California
$274K +$41.6K +1,150 +17%
AM
120
AGF Management
Ontario, Canada
$267K -$10.8K -300 -4%
AA
121
Alesco Advisors
New York
$255K
TWM
122
Trevian Wealth Management
Massachusetts
$254K
VAF
123
Values Added Financial
District of Columbia
$243K
BFG
124
Buttonwood Financial Group
Missouri
$237K +$253 +7 +0.1%
TIM
125
Tortoise Investment Management
New York
$236K