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iShares ESG Advanced MSCI USA ETF
USXF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166 → 169 (+3)

0.25% more ownership

Funds ownership: 82.96% → 83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.87M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.44M
3
SWM
SigFig Wealth Management
California
+$1.88M
4
AF
Allworth Financial
California
+$1.77M
5
FCG
Financial Connections Group
California
+$1.65M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.09M
3
BlackRock
BlackRock
New York
-$3.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.03M
5
PAS
Park Avenue Securities
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
151
Bourgeon Capital Management
Connecticut
$46.3K +$7.77K +215 +19%
GWSG
152
GPS Wealth Strategies Group
Colorado
$38.6K – – –
OP
153
ORG Partners
Indiana
$34K -$9.87K -273 -22%
FCT
154
First Community Trust
Iowa
$23.2K – – –
AIC
155
Archer Investment Corporation
Indiana
$19.8K – – –
GFPC
156
Global Financial Private Client
Florida
$14.4K – – –
APC
157
Aspire Private Capital
North Carolina
$14.1K -$1.19K -33 -8%
KFS
158
Kelly Financial Services
Massachusetts
$12.9K -$1.05K -29 -7%
MBFW
159
Morton Brown Family Wealth
Pennsylvania
$8.8K – – –
KHC
160
Koesten Hirschmann & Crabtree
Kansas
$8.18K – – –
LFA
161
LGT Financial Advisors
Texas
$7.7K +$8.03K +222 New
First Manhattan
162
First Manhattan
New York
$5.2K – – –
PA
163
PSI Advisors
Florida
$4.58K +$4.77K +132 New
CPG
164
Cornerstone Planning Group
New Jersey
$3.95K -$4.12K -114 -50%
BC
165
Barrett & Company
Rhode Island
$3.81K – – –
DJSG
166
D.J. St. Germain
Massachusetts
$2.84K +$2.96K +82 New
RCM
167
Raleigh Capital Management
North Carolina
$2.81K +$2.93K +81 New
BWS
168
Buck Wealth Strategies
Colorado
$2.67K +$2.78K +77 New
MHR
169
Matthew Hamilton Rosenberg
$312 – – –
CW
170
CreativeOne Wealth
Kansas
– -$322K -8,968 Closed
SPAS
171
Spectrum Planning & Advisory Services
California
– -$291K -8,087 Closed
NAM
172
NorthCrest Asset Manangement
Minnesota
– -$273K -7,580 Closed
TRCT
173
Tower Research Capital (TRC)
New York
– -$238K -6,608 Closed
AWM
174
Apollon Wealth Management
South Carolina
– -$216K -6,005 Closed
HPM
175
Hoxton Planning & Management
West Virginia
– -$201K -5,603 Closed
4 5 6
7
8

USXF Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2023, worth a combined $574M — down 5% from $604M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USXF positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.87M. The largest seller was Envestnet Asset Management, cutting an estimated $67.8M.

  • 169 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $574M of iShares ESG Advanced MSCI USA ETF stock for Q3 2023, down 5% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2023 was LPL Financial, an estimated $6.87M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $67.8M sold.

Based on aggregated 13F filings for Q3 2023.