iShares ESG Advanced MSCI USA ETF
USXF
94 hedge funds and large institutions have $346M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 4 closing their positions.
3,430% more capital inflows, than outflows
Capital inflows: $154M | Capital outflows: $4.35M
1,060% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 5
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
21% more funds holding
Funds holding: 78 → 94 (+16)
20.05% more ownership
Funds ownership: 27.79% → 47.85% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$104M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.9M |
| 3 |
Park Avenue Securities
New York
|
+$5.56M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.38M |
| 5 |
55I LLC
Boston,
Massachusetts
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.73M |
| 2 |
Goldman Sachs
New York
|
-$1.04M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$703K |
| 4 |
Flow Traders U.S.
New York
|
-$560K |
| 5 |
Retirement Capital Strategies
San Jose,
California
|
-$183K |
USXF Hedge Fund Activity: Q3 2021 in Review
94 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2021, worth a combined $346M — up 72% from $202M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new USXF positions and 4 closed out — a net gain of 17 holders — while 58 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $104M. The largest seller was Walkner Condon Financial Advisors, exiting entirely with an estimated $1.73M sold.
- 94 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2021, up from 78 in Q2 2021.
- Funds reported $346M of iShares ESG Advanced MSCI USA ETF stock for Q3 2021, up 72% quarter-over-quarter.
- 21 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2021 and 4 closed out, a net change of +17 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $104M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2021 was Walkner Condon Financial Advisors, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2021.