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iShares ESG Advanced MSCI USA ETF
USXF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213 → 231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66% → 76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$3.93M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$3.41M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.49M
4
ST
Spinnaker Trust
Maine
+$1.84M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$1.77M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$21.3M
2
Cerity Partners
Cerity Partners
New York
-$1.4M
3
OIA
OneDigital Investment Advisors
Kansas
-$1.36M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.33M
5
IAIM
International Assets Investment Management
Florida
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
MAI Capital Management
Ohio
$526K +$519 +11 +0.1%
BFG
127
Buttonwood Financial Group
Missouri
$519K +$40.8K +864 +9%
PAG
128
Private Advisor Group
New Jersey
$513K +$182K +3,858 +59%
CA
129
CoreCap Advisors
Michigan
$504K +$5.05K +107 +1%
SVWAG
130
Sound View Wealth Advisors Group
Georgia
$486K +$468K +9,910 New
HFA
131
Highland Financial Advisors
New Jersey
$482K – – –
CW
132
CreativeOne Wealth
Kansas
$463K +$44.2K +936 +11%
BRWA
133
B. Riley Wealth Advisors
Florida
$463K -$160K -3,382 -26%
VWM
134
Venturi Wealth Management
Texas
$462K +$2.64K +56 +0.6%
RJA
135
Raymond James & Associates
Florida
$445K +$107K +2,268 +33%
CPBTD
136
Central Pacific Bank - Trust Division
Hawaii
$444K +$427K +9,043 New
SPAS
137
Spectrum Planning & Advisory Services
California
$439K +$63.3K +1,342 +18%
EL
138
EQ LLC
Washington
$434K +$417K +8,842 New
LIA
139
LifePlan Investment Advisors
North Carolina
$433K +$4.2K +89 +1%
TIM
140
Tortoise Investment Management
New York
$409K +$67.9K +1,440 +21%
KPWS
141
Kestra Private Wealth Services
Texas
$409K +$146K +3,084 +59%
GWP
142
Gen-Wealth Partners
Michigan
$408K +$30K +635 +8%
PIA
143
Perennial Investment Advisors
California
$382K +$367K +7,781 New
UBS Group
144
UBS Group
Switzerland
$380K +$4.53K +96 +1%
WA
145
WBH Advisory
Maryland
$379K +$10.8K +229 +3%
Creative Planning
146
Creative Planning
Kansas
$379K +$21.6K +458 +6%
AG
147
Ascent Group
Virginia
$376K -$1.13K -24 -0.3%
MLA
148
My Legacy Advisors
Oregon
$372K +$142 +3 +0%
HighTower Advisors
149
HighTower Advisors
Illinois
$371K +$121K +2,573 +52%
AM
150
AGF Management
Ontario, Canada
$368K +$14.2K +300 +4%
4 5
6
7 8

USXF Hedge Fund Activity: Q3 2024 in Review

231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2024, worth a combined $895M — up 6.5% from $841M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new USXF positions and 10 closed out — a net gain of 20 holders — while 117 added to existing stakes and 56 trimmed.

The largest buyer was SEI Investments, adding an estimated $3.93M. The largest seller was RWA Wealth Partners, cutting an estimated $21.3M.

  • 231 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2024, up from 213 in Q2 2024.
  • Funds reported $895M of iShares ESG Advanced MSCI USA ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 30 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2024 and 10 closed out, a net change of +20 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2024 was SEI Investments, an estimated $3.93M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2024 was RWA Wealth Partners, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2024.