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iShares ESG Advanced MSCI USA ETF
USXF

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: 94 → 133 (+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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.6M
2
SHJ
Sharkey, Howes & Javer
Colorado
+$6.01M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.06M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.05M
5
PAS
Park Avenue Securities
New York
+$2.03M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$688K
3
CRWM
Castle Rock Wealth Management
California
-$553K
4
NAG
Northstar Advisory Group
New Jersey
-$303K
5
CFD
Creative Financial Designs
Indiana
-$61.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$8K +$38 +1 +0.5%
NFSG
127
Newbridge Financial Services Group
Florida
$7K – – –
DTIM
128
Danda Trouve Investment Management
Kansas
$7K +$1.38K +36 +25%
CWA
129
Clearview Wealth Advisors
Oregon
$7K +$3.57K +93 +113%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.07K +158 New
First Manhattan
131
First Manhattan
New York
$5K – – –
RPCONE
132
Retirement Planning Company of New England
Rhode Island
$5K +$5.76K +150 New
MHR
133
Matthew Hamilton Rosenberg
$2K +$538 +14 +47%
Citadel Advisors
134
Citadel Advisors
Florida
– -$1.39M -38,383 Closed
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
– -$688K -19,049 Closed
CRWM
136
Castle Rock Wealth Management
California
– -$553K -13,953 Closed
NAG
137
Northstar Advisory Group
New Jersey
– -$303K -8,381 Closed
LWM
138
Liberty Wealth Management
California
– -$7K -195 Closed
Fidelity Investments
139
Fidelity Investments
Massachusetts
– +$77 +2 New
2 3 4 5
6

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.