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iShares ESG Advanced MSCI USA ETF
USXF

157 hedge funds and large institutions have $548M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

9% more funds holding

Funds holding: 144 → 157 (+13)

8% more capital invested

Capital invested by funds: $508M → $548M (+$40.4M)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

1.61% less ownership

Funds ownership: 84.47% → 82.86% (-1.6%)

Holders
157
Holders Change
+13
Holders Change %
+9.03%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
56
Reduced
60
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
SigFig Wealth Management
California
+$2.44M
2
OL
Optas LLC
Texas
+$2.26M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.04M
4
AF
Allworth Financial
California
+$1.42M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$1.18M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.86M
2
ST
Spinnaker Trust
Maine
-$1.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.81M
4
KAS
Kestra Advisory Services
Texas
-$1.52M
5
IFAM
Institutional & Family Asset Management
Colorado
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
151
Koesten Hirschmann & Crabtree
Kansas
$5.63K – – –
First Manhattan
152
First Manhattan
New York
$4.96K – – –
FCA
153
Fortis Capital Advisors
Kansas
$4.76K – – –
BC
154
Barrett & Company
Rhode Island
$3.64K – – –
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.54K -$194K -6,016 -11%
MHR
156
Matthew Hamilton Rosenberg
$1.29K – – –
SWM
157
Spire Wealth Management
Virginia
$1.22K +$612 +19 +106%
IA
158
IFP Advisors
Florida
– -$515K -20,270 Closed
OPS
159
Orion Portfolio Solutions
Nebraska
– -$558K -18,196 Closed
PFO
160
Pathstone Family Office
New Jersey
– -$454K -14,814 Closed
CFG
161
Carr Financial Group
Massachusetts
– -$217K -7,066 Closed
TWP
162
Tempus Wealth Planning
California
– -$209K -6,827 Closed
BWM
163
Baystate Wealth Management
Massachusetts
– -$55K -1,796 Closed
LFA
164
LGT Financial Advisors
Texas
– -$15.6K -509 Closed
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
– -$6K -226 Closed
PIMG
166
Patriot Investment Management Group
Tennessee
– -$5.88K -180 Closed
3 4 5 6
7

USXF Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2023, worth a combined $548M — up 8% from $508M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new USXF positions and 9 closed out — a net gain of 15 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was SigFig Wealth Management, adding an estimated $2.44M. The largest seller was BlackRock, cutting an estimated $6.86M.

  • 157 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2023, up from 144 in Q4 2022.
  • Funds reported $548M of iShares ESG Advanced MSCI USA ETF stock for Q1 2023, up 8% quarter-over-quarter.
  • 24 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2023 and 9 closed out, a net change of +15 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2023 was SigFig Wealth Management, an estimated $2.44M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2023 was BlackRock, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2023.