iShares ESG Advanced MSCI USA ETF
USXF
266 hedge funds and large institutions have $939M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 140 reducing their positions, and 9 closing their positions.
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more funds holding
Funds holding: 244 → 266 (+22)
0.46% more ownership
Funds ownership: 76.98% → 77.44% (+0.46%)
2% less capital invested
Capital invested by funds: $958M → $939M (-$19.2M)
56% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.55M |
| 2 |
DRP
Decker Retirement Planning
Levi,
Utah
|
+$4.08M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$1.67M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$1.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$70.6M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$20.4M |
| 3 |
BlackRock
New York
|
-$11.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.5M |
| 5 |
JP Morgan Chase
New York
|
-$6.43M |
USXF Hedge Fund Activity: Q2 2025 in Review
266 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q2 2025, worth a combined $939M — down 2% from $958M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new USXF positions and 9 closed out — a net gain of 27 holders — while 61 added to existing stakes and 140 trimmed.
The largest buyer was SEI Investments, adding an estimated $4.55M. The largest seller was Envestnet Asset Management, cutting an estimated $70.6M.
- 266 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q2 2025, up from 244 in Q1 2025.
- Funds reported $939M of iShares ESG Advanced MSCI USA ETF stock for Q2 2025, down 2% quarter-over-quarter.
- 36 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q2 2025 and 9 closed out, a net change of +27 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q2 2025 was SEI Investments, an estimated $4.55M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $70.6M sold.
Based on aggregated 13F filings for Q2 2025.