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iShares ESG Advanced MSCI USA ETF
USXF
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
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$67.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.09M |
| 3 |
BlackRock
New York
|
-$3.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.03M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCA
176
Pallas Capital Advisors
Braintree,
Massachusetts
| – | -$200K | -5,428 | Closed |
|
|
YAL
177
Your Advocates Ltd
Houston,
Texas
| – | -$83K | -2,310 | Closed |
|
178
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$64.7K | -1,796 | Closed |
|
|
CWA
179
Clearview Wealth Advisors
Salem,
Oregon
| – | -$20.2K | -561 | Closed |
|
|
CFO
180
CVA Family Office
Denver,
Colorado
| – | -$18.9K | -526 | Closed |
|