We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
151
Central Pacific Bank - Trust Division
Hawaii
$422K
CAL
152
Capital Analysts LLC
Pennsylvania
$409K +$41.2K +830 +10%
TWP
153
Tempus Wealth Planning
California
$408K +$9.73K +196 +2%
WI
154
WrapManager Inc
California
$404K -$299K -6,029 -41%
FIM
155
Freedom Investment Management
Connecticut
$403K +$170K +3,427 +66%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$395K -$15.4K -311 -4%
AA
157
Armis Advisers
Georgia
$392K -$24.5K -494 -6%
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$383K -$88.2K -1,775 -18%
MLA
159
My Legacy Advisors
Oregon
$383K +$14.1K +283 +4%
GWP
160
Gen-Wealth Partners
Michigan
$371K +$7.5K +151 +2%
TIM
161
Tortoise Investment Management
New York
$371K
SFMG
162
Sage Financial Management Group
Virginia
$370K +$193K +3,886 +96%
TC
163
Trilogy Capital
California
$366K +$117K +2,359 +43%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$361K +$8.99K +181 +2%
VA
165
Valmark Advisers
Ohio
$355K -$1.34K -27 -0.4%
SFG
166
Sovereign Financial Group
Connecticut
$345K +$36.8K +740 +11%
Betterment LLC
167
Betterment LLC
New York
$341K +$27.7K +557 +8%
SAI
168
Savvy Advisors Inc
New York
$341K +$33.9K +683 +10%
AM
169
AGF Management
Ontario, Canada
$336K -$34.8K -700 -9%
HI
170
Harbour Investments
Wisconsin
$328K +$7.3K +147 +2%
AC
171
Attessa Capital
Arizona
$324K -$218K -4,380 -39%
FTUS
172
Flow Traders U.S.
New York
$319K -$1.75M -35,178 -84%
CA
173
Claro Advisors
Massachusetts
$315K -$2.04K -41 -0.6%
JC
174
JB Capital
Connecticut
$313K -$9.29K -187 -3%
CWM
175
Centurion Wealth Management
Virginia
$303K