iShares ESG Advanced MSCI USA ETF
USXF
197 hedge funds and large institutions have $686M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 12 closing their positions.
242% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 12
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
33% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 60
20% more capital invested
Capital invested by funds: $574M → $686M (+$112M)
17% more funds holding
Funds holding: 169 → 197 (+28)
0.85% more ownership
Funds ownership: 83.21% → 84.06% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.64M |
| 2 |
Morgan Stanley
New York
|
+$2.48M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$2.48M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.07M |
| 5 |
Goldman Sachs
New York
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.54M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.51M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$2.47M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$574K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAF
201
Values Added Financial
Washington,
District of Columbia
| – | -$243K | -7,024 | Closed |
|
202
Marshall Wace
London,
United Kingdom
| – | -$218K | -6,300 | Closed |
|
|
WPA
203
West Paces Advisors
Atlanta,
Georgia
| – | -$91.2K | -2,630 | Closed |
|
|
PC
204
Pecaut & Co
Sioux City,
Iowa
| – | -$51.3K | -1,481 | Closed |
|
|
FCT
205
First Community Trust
Dubuque,
Iowa
| – | -$23.2K | -670 | Closed |
|
|
CPG
206
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$3.95K | -114 | Closed |
|
|
RCM
207
Raleigh Capital Management
Cary,
North Carolina
| – | -$2.81K | -81 | Closed |
|
|
BWS
208
Buck Wealth Strategies
Denver,
Colorado
| – | -$2.67K | -77 | Closed |
|
|
MHR
209
Matthew Hamilton Rosenberg
| – | -$312 | -9 | Closed |
|
USXF Hedge Fund Activity: Q4 2023 in Review
197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q4 2023, worth a combined $686M — up 20% from $574M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new USXF positions and 12 closed out — a net gain of 29 holders — while 80 added to existing stakes and 60 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $2.64M. The largest seller was Osaic Holdings, cutting an estimated $5.54M.
- 197 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q4 2023, up from 169 in Q3 2023.
- Funds reported $686M of iShares ESG Advanced MSCI USA ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 41 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q4 2023 and 12 closed out, a net change of +29 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q4 2023 was United Capital Financial Advisors, an estimated $2.64M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.54M sold.
Based on aggregated 13F filings for Q4 2023.