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iShares ESG Advanced MSCI USA ETF
USXF

Overview Fund Activity

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPW
176
Endeavor Private Wealth
Kansas
$316K +$51.8K +960 +20%
USCWA
177
U.S. Capital Wealth Advisors
Texas
$314K -$104K -1,927 -25%
AFA
178
Alpha Financial Advisors
North Carolina
$314K +$755 +14 +0.2%
MIA
179
Milestone Investment Advisors
Wisconsin
$310K -$33.7K -625 -10%
HF
180
HRT Financial
New York
$307K +$307K +5,707 New
AWM
181
Axxcess Wealth Management
California
$304K +$30.1K +558 +11%
CAAS
182
Capital Asset Advisory Services
Michigan
$303K +$30K +558 +11%
CWS
183
Cypress Wealth Services
California
$298K +$298K +5,520 New
KP
184
Keel Point
Alabama
$295K – – –
CWM
185
Centurion Wealth Management
Virginia
$291K -$37.6K -697 -11%
SFG
186
Sovereign Financial Group
Connecticut
$287K -$112K -2,068 -28%
EWM
187
Elmwood Wealth Management
California
$287K – – –
GA
188
Goldstein Advisors
Wisconsin
$286K -$431 -8 -0.2%
SIM
189
Stratos Investment Management
Ohio
$285K -$27.9K -517 -9%
BBA
190
Braun-Bostich & Associates
Pennsylvania
$285K -$60.6K -1,124 -18%
OCM
191
One Capital Management
California
$283K – – –
First Trust Advisors
192
First Trust Advisors
Illinois
$281K +$34.6K +642 +14%
ZIM
193
Zacks Investment Management
Illinois
$281K – – –
MLA
194
My Legacy Advisors
Oregon
$275K -$174K -3,177 -39%
SA
195
Sovran Advisors
California
$272K -$54.7K -1,008 -17%
JC
196
JB Capital
Connecticut
$268K -$93.1K -1,727 -26%
WI
197
WrapManager Inc
California
$265K -$201K -3,726 -43%
VBFP
198
Valtinson Bruner Financial Planning
Minnesota
$264K -$40.6K -753 -13%
AWM
199
Apollon Wealth Management
South Carolina
$248K +$9.33K +173 +4%
SPC
200
Sigma Planning Corp
Michigan
$248K -$336K -6,227 -58%
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