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iShares ESG Advanced MSCI USA ETF
USXF

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: 166 → 169 (+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: 1 → 1 (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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.87M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.44M
3
SWM
SigFig Wealth Management
California
+$1.88M
4
AF
Allworth Financial
California
+$1.77M
5
FCG
Financial Connections Group
California
+$1.65M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.09M
3
BlackRock
BlackRock
New York
-$3.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.03M
5
PAS
Park Avenue Securities
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
126
Goldstein Advisors
Wisconsin
$231K -$1.16K -32 -0.5%
KP
127
Keel Point
Alabama
$228K +$238K +6,582 New
Marshall Wace
128
Marshall Wace
United Kingdom
$218K +$228K +6,300 New
TWP
129
Tempus Wealth Planning
California
$217K – – –
BTWM
130
Baker Tilly Wealth Management
Wisconsin
$217K +$2.96K +82 +1%
VA
131
Valmark Advisers
Ohio
$216K – – –
WS
132
Wedbush Securities
California
$209K -$21.3K -589 -9%
ASN
133
Advisory Services Network
Georgia
$207K -$9.26K -256 -4%
HI
134
Harbour Investments
Wisconsin
$201K +$2.53K +70 +1%
SWM
135
Spire Wealth Management
Virginia
$172K +$69.4K +1,920 +63%
CFD
136
Creative Financial Designs
Indiana
$167K -$72.4K -2,003 -29%
SWM
137
Sugarloaf Wealth Management
Georgia
$158K -$8.53K -236 -5%
CAL
138
Capital Analysts LLC
Pennsylvania
$136K -$9.65K -267 -6%
Comerica Bank
139
Comerica Bank
Texas
$127K +$133K +3,675 New
WPA
140
West Paces Advisors
Georgia
$91.2K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$79.4K +$23K +637 +39%
EWA
142
EverSource Wealth Advisors
Alabama
$73.4K -$1.81K -50 -2%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$70K +$58.2K +1,609 +392%
AF
144
Advisornet Financial
Minnesota
$70K +$759 +21 +1%
MIA
145
Milestone Investment Advisors
Wisconsin
$67.2K – – –
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$60.8K -$3.87K -107 -6%
FCA
147
FinTrust Capital Advisors
South Carolina
$58.7K +$3.54K +98 +6%
WP
148
WealthShield Partners
North Carolina
$52.3K -$1.23K -34 -2%
PC
149
Pecaut & Co
Iowa
$51.3K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$51.1K -$1.7K -47 -3%
4 5
6
7 8

USXF Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2023, worth a combined $574M — down 5% from $604M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USXF positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.87M. The largest seller was Envestnet Asset Management, cutting an estimated $67.8M.

  • 169 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $574M of iShares ESG Advanced MSCI USA ETF stock for Q3 2023, down 5% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2023 was LPL Financial, an estimated $6.87M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $67.8M sold.

Based on aggregated 13F filings for Q3 2023.