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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
151
Tempus Wealth Planning
California
$366K -$5.66K -120 -2%
VA
152
Valmark Advisers
Ohio
$349K -$41.9K -889 -11%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$341K +$25.9K +548 +9%
SAI
154
Savvy Advisors Inc
New York
$340K +$8.07K +171 +3%
CAG
155
Curtis Advisory Group
California
$339K +$326K +6,900 New
Betterment LLC
156
Betterment LLC
New York
$338K +$1.32K +28 +0.4%
CWM
157
Centurion Wealth Management
Virginia
$335K +$322K +6,823 New
AA
158
Alesco Advisors
New York
$335K
MPW
159
Monterey Private Wealth
California
$334K +$849 +18 +0.3%
MIA
160
Milestone Investment Advisors
Wisconsin
$333K +$164K +3,467 +104%
HI
161
Harbour Investments
Wisconsin
$321K -$283 -6 -0.1%
BFG
162
Beacon Financial Group
Texas
$309K +$189 +4 +0.1%
TF
163
Theory Financial
Colorado
$305K +$31.1K +660 +12%
ASN
164
Advisory Services Network
Georgia
$295K
US Bancorp
165
US Bancorp
Minnesota
$292K +$44.4K +942 +19%
AWM
166
Apollon Wealth Management
South Carolina
$292K
AWM
167
AE Wealth Management
Kansas
$291K +$4.01K +85 +1%
CA
168
Claro Advisors
Massachusetts
$289K +$17.8K +378 +7%
CAL
169
Capital Analysts LLC
Pennsylvania
$287K +$16.2K +343 +6%
IWM
170
IHT Wealth Management
Illinois
$282K +$273K +5,790 New
GA
171
Goldstein Advisors
Wisconsin
$279K -$13.1K -277 -5%
NA
172
NewEdge Advisors
Louisiana
$275K -$53.9K -1,142 -17%
BBA
173
Braun-Bostich & Associates
Pennsylvania
$275K +$26.8K +568 +11%
KP
174
Keel Point
Alabama
$268K
WS
175
Wedbush Securities
California
$267K +$1.46K +31 +0.6%

USXF Hedge Fund Activity: Q3 2024 in Review

231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2024, worth a combined $895M — up 6.5% from $841M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new USXF positions and 10 closed out — a net gain of 20 holders — while 117 added to existing stakes and 56 trimmed.

The largest buyer was SEI Investments, adding an estimated $3.93M. The largest seller was RWA Wealth Partners, cutting an estimated $21.3M.

  • 231 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2024, up from 213 in Q2 2024.
  • Funds reported $895M of iShares ESG Advanced MSCI USA ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 30 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2024 and 10 closed out, a net change of +20 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2024 was SEI Investments, an estimated $3.93M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2024 was RWA Wealth Partners, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2024.