iShares ESG Advanced MSCI USA ETF
USXF
54 hedge funds and large institutions have $128M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 0 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
64% more capital invested
Capital invested by funds: $78.2M → $128M (+$49.7M)
59% more funds holding
Funds holding: 34 → 54 (+20)
16.61% less ownership
Funds ownership: 95.72% → 79.11% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.2M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.59M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$2.49M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.62M |
| 2 |
HF
HRT Financial
New York
|
-$341K |
| 3 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$284K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$277K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$229K |
USXF Hedge Fund Activity: Q1 2021 in Review
54 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2021, worth a combined $128M — up 64% from $78.2M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new USXF positions and 7 closed out — a net gain of 20 holders — while 24 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $27.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.62M sold.
- 54 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2021, up from 34 in Q4 2020.
- Funds reported $128M of iShares ESG Advanced MSCI USA ETF stock for Q1 2021, up 64% quarter-over-quarter.
- 27 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2021 and 7 closed out, a net change of +20 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $27.2M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2021 was Flow Traders U.S., an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2021.