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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$437K -$143K -2,555 -25%
AC
152
Attessa Capital
Arizona
$429K -$13.6K -243 -3%
OIA
153
OneDigital Investment Advisors
Kansas
$427K -$66.5K -1,192 -14%
TIM
154
Tortoise Investment Management
New York
$416K
SPAS
155
Spectrum Planning & Advisory Services
California
$413K -$2.12K -38 -0.5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$404K -$970K -17,387 -71%
TWP
157
Tempus Wealth Planning
California
$391K -$22.9K -410 -6%
SAI
158
Savvy Advisors Inc
New York
$390K -$19.7K -354 -5%
EPW
159
Endeavor Private Wealth
Kansas
$378K +$41.3K +740 +13%
Stifel Financial
160
Stifel Financial
Missouri
$378K +$56 +1 +0%
AG
161
Ascent Group
Virginia
$369K -$117K -2,093 -25%
AA
162
Alesco Advisors
New York
$366K
Betterment LLC
163
Betterment LLC
New York
$363K -$32.1K -575 -8%
CAG
164
Curtis Advisory Group
California
$363K -$185K -3,322 -34%
DAS
165
Diversify Advisory Services
Utah
$358K -$181K -3,253 -35%
BFG
166
Beacon Financial Group
Texas
$351K -$2.96K -53 -0.9%
BFG
167
Buttonwood Financial Group
Missouri
$350K -$104K -1,857 -23%
US Bancorp
168
US Bancorp
Minnesota
$338K
AFA
169
Alpha Financial Advisors
North Carolina
$334K +$725 +13 +0.2%
PWM
170
Penobscot Wealth Management
Maine
$330K +$321K +5,753 New
MIA
171
Milestone Investment Advisors
Wisconsin
$330K -$279 -5 -0.1%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$317K -$51.8K -929 -14%
HPM
173
Hoxton Planning & Management
West Virginia
$315K -$77.9K -1,396 -20%
KP
174
Keel Point
Alabama
$313K
HI
175
Harbour Investments
Wisconsin
$313K -$51.4K -922 -14%

USXF Hedge Fund Activity: Q3 2025 in Review

259 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2025, worth a combined $893M — down 4.9% from $939M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new USXF positions and 20 closed out — a net gain of 1 holder — while 60 added to existing stakes and 140 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $5.97M. The largest seller was Envestnet Asset Management, cutting an estimated $57.7M.

  • 259 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2025, down from 266 in Q2 2025.
  • Funds reported $893M of iShares ESG Advanced MSCI USA ETF stock for Q3 2025, down 4.9% quarter-over-quarter.
  • 21 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2025 and 20 closed out, a net change of +1 holder.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2025 was GTS Securities, an estimated $5.97M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2025.