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iShares ESG Advanced MSCI USA ETF
USXF

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: 3 → 3 (0)

0.91% less ownership

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

2% less funds holding

Funds holding: 248 → 244 (-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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.54M
2
SEI Investments
SEI Investments
Pennsylvania
+$5.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.8M
5
BlackRock
BlackRock
New York
+$3.11M

Top Sellers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$15.8M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$4.8M
3
ST
Spinnaker Trust
Maine
-$3.01M
4
FTUS
Flow Traders U.S.
New York
-$1.75M
5
HHGA
Halbert Hargrove Global Advisors
California
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
201
Endeavor Private Wealth
Kansas
$229K +$11.8K +237 +5%
SW
202
Simplicity Wealth
New Jersey
$225K +$240K +4,831 New
JWA
203
JFS Wealth Advisors
Pennsylvania
$217K +$14.6K +293 +7%
First Trust Advisors
204
First Trust Advisors
Illinois
$213K +$894 +18 +0.4%
MPW
205
Monterey Private Wealth
California
$213K -$112K -2,263 -33%
PCA
206
Pallas Capital Advisors
Massachusetts
$213K – – –
NCMW
207
Northern Capital Management (Washington)
Washington
$208K – – –
AWM
208
Apollon Wealth Management
South Carolina
$206K -$22.8K -459 -9%
AWM
209
AE Wealth Management
Kansas
$202K -$58.6K -1,180 -21%
CFD
210
Creative Financial Designs
Indiana
$202K -$4.77K -96 -2%
Comerica Bank
211
Comerica Bank
Texas
$192K +$10.9K +219 +6%
FGAM
212
Financial Gravity Asset Management
Texas
$154K +$163K +3,291 New
PS
213
Principal Securities
Iowa
$149K – – –
RF
214
Rossby Financial
Florida
$111K +$119K +2,389 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$106K +$106K +2,144 +1,510%
IA
216
IFP Advisors
Florida
$106K +$113K +2,272 New
RP
217
Raelipskie Partnership
Ontario, Canada
$105K – – –
CA
218
Continuum Advisory
Idaho
$102K -$3.53K -71 -3%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$93.7K -$49.5K -996 -33%
AIC
220
Archer Investment Corporation
Indiana
$92.4K – – –
GWSG
221
GPS Wealth Strategies Group
Colorado
$87.7K +$50 +1 +0.1%
HDIM
222
Hanson & Doremus Investment Management
Vermont
$86K – – –
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$72.6K -$6.95K -140 -8%
CAWM
224
Capital A Wealth Management
Pennsylvania
$40.7K +$348 +7 +0.8%
WCM
225
WealthTrak Capital Management
Virginia
$39.6K +$2.68K +54 +7%
7 8
9
10 11

USXF Hedge Fund Activity: Q1 2025 in Review

244 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2025, worth a combined $958M — down 5% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USXF positions and 16 closed out — a net gain of 2 holders — while 129 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.54M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $15.8M.

  • 244 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2025, down from 248 in Q4 2024.
  • Funds reported $958M of iShares ESG Advanced MSCI USA ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 18 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2025 was LPL Financial, an estimated $5.54M added.
  • The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.