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iShares ESG Advanced MSCI USA ETF
USXF
USXF
144 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
62% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 39
13% more capital invested
Capital invested by funds: $451M → $508M (+$56.7M)
11% more funds holding
Funds holding: 130 → 144 (+14)
0.61% more ownership
Funds ownership: 83.86% → 84.47% (+0.61%)
Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$10.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.57M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.96M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.83M |
| 5 |
Cerity Partners
New York
|
+$1.29M |
Top Sellers
| 1 |
BlackRock
New York
|
-$3.26M |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$1.71M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.09M |
| 4 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$717K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$557K |