USXF icon

iShares ESG Advanced MSCI USA ETF
USXF

Overview Fund Activity

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$617K -$1.51K -28 -0.2%
VWM
127
Venturi Wealth Management
Texas
$606K +$6.31K +117 +1%
CW
128
CreativeOne Wealth
Kansas
$596K -$112K -2,080 -16%
CA
129
CoreCap Advisors
Michigan
$589K -$13.1K -242 -2%
WWG
130
West Wealth Group
California
$584K -$18.3K -330 -3%
EWA
131
EverSource Wealth Advisors
Alabama
$549K -$246K -4,564 -31%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$545K -$11.6M -214,335 -95%
UBS Group
133
UBS Group
Switzerland
$530K -$179K -3,317 -25%
DAS
134
Diversify Advisory Services
Utah
$524K -$646K -11,508 -55%
AI
135
Atria Investments
North Carolina
$523K -$72K -1,336 -12%
CAG
136
Curtis Advisory Group
California
$521K – – –
EL
137
EQ LLC
Washington
$515K -$143K -2,659 -22%
IAIM
138
International Assets Investment Management
Florida
$508K +$508K +9,416 New
PWA
139
Physician Wealth Advisors
Utah
$499K -$10.8K -201 -2%
KIM
140
Kestra Investment Management
Texas
$497K +$210K +4,220 +73%
KPWS
141
Kestra Private Wealth Services
Texas
$496K +$1.24K +23 +0.3%
SB
142
Strategic Blueprint
Georgia
$493K -$189K -3,502 -28%
LWA
143
Lifelong Wealth Advisors
Minnesota
$475K -$182K -3,373 -28%
FIM
144
Freedom Investment Management
Connecticut
$470K +$4.8K +89 +1%
OIA
145
OneDigital Investment Advisors
Kansas
$466K -$85.3K -1,581 -15%
AG
146
Ascent Group
Virginia
$460K -$185K -3,436 -29%
AA
147
Armis Advisers
Georgia
$455K +$1.89K +35 +0.4%
SVWAG
148
Sound View Wealth Advisors Group
Georgia
$443K – – –
PAG
149
Private Advisor Group
New Jersey
$440K -$199K -3,699 -31%
VA
150
Valmark Advisers
Ohio
$439K +$27.7K +514 +7%
4 5
6
7 8