USXF icon

iShares ESG Advanced MSCI USA ETF

258 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 22 funds opening new positions, 59 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.14% less ownership

Funds ownership: 77.37%74.23% (-3.1%)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 140

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$57.7M
2 -$13.7M
3 -$8.86M
4
ST
Spinnaker Trust
Maine
-$6.68M
5
PAS
Park Avenue Securities
New York
-$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Pallas Capital Advisors
Massachusetts
$229K
AA
202
Aire Advisors
California
$225K
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$222K
WSFG
204
Wall Street Financial Group
Illinois
$222K
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$219K
JC
206
JB Capital
Connecticut
$219K
FFN
207
Focus Financial Network
Minnesota
$218K
AFM
208
Armstrong Fleming & Moore
District of Columbia
$217K
SWA
209
Sax Wealth Advisors
New Jersey
$215K
MWP
210
Madison Wealth Partners
Wisconsin
$215K
CCA
211
Cora Capital Advisors
New Jersey
$214K
RCAG
212
Rehmann Capital Advisory Group
Michigan
$212K
IWS
213
Insight Wealth Strategies
California
$211K
TWG
214
The Wealth Group
Minnesota
$205K
KIM
215
Kestra Investment Management
Texas
$201K
FGAM
216
Financial Gravity Asset Management
Texas
$181K
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$179K
AWM
218
AE Wealth Management
Kansas
$174K
ASN
219
Advisory Services Network
Georgia
$174K
PS
220
Principal Securities
Iowa
$171K
GRP
221
Global Retirement Partners
California
$148K
RP
222
Raelipskie Partnership
Ontario, Canada
$129K
JWA
223
JFS Wealth Advisors
Pennsylvania
$125K
Comerica Bank
224
Comerica Bank
Texas
$121K
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$109K