iShares ESG Advanced MSCI USA ETF
USXF
78 hedge funds and large institutions have $202M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 5 closing their positions.
9,750% more capital inflows, than outflows
Capital inflows: $60.4M | Capital outflows: $613K
1,850% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 2
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
44% more funds holding
Funds holding: 54 → 78 (+24)
8.56% more ownership
Funds ownership: 19.23% → 27.79% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.2M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$5.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.46M |
| 4 |
55I LLC
Boston,
Massachusetts
|
+$2.16M |
| 5 |
Park Avenue Securities
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$307K |
| 2 |
TI
tru Independence
Portland,
Oregon
|
-$242K |
| 3 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$27K |
| 4 |
Steward Partners Investment Advisory
New York
|
-$22.9K |
| 5 |
IFP Advisors
Tampa,
Florida
|
-$11.4K |
USXF Hedge Fund Activity: Q2 2021 in Review
78 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q2 2021, worth a combined $202M — up 58% from $128M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new USXF positions and 5 closed out — a net gain of 24 holders — while 39 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $30.2M. The largest seller was NWAM LLC, exiting entirely with an estimated $307K sold.
- 78 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q2 2021, up from 54 in Q1 2021.
- Funds reported $202M of iShares ESG Advanced MSCI USA ETF stock for Q2 2021, up 58% quarter-over-quarter.
- 29 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q2 2021 and 5 closed out, a net change of +24 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $30.2M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q2 2021 was NWAM LLC, an estimated $307K sold.
Based on aggregated 13F filings for Q2 2021.