We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

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.

New
Increased
Maintained
Reduced
Closed

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

70% more capital invested

Capital invested by funds: $203M → $346M (+$143M)

21% more funds holding

Funds holding: 7894 (+16)

8.78% more ownership

Funds ownership: 72.81%81.59% (+8.8%)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$227M +$104M +2,794,190 +80%
Osaic Holdings
2
Osaic Holdings
Arizona
$22.9M +$10.9M +292,389 +86%
PAS
3
Park Avenue Securities
New York
$12.7M +$5.56M +149,439 +74%
5L
4
55I LLC
Massachusetts
$10.3M +$3.79M +101,753 +55%
MML Investors Services
5
MML Investors Services
Massachusetts
$9.47M +$4.38M +117,619 +81%
ST
6
Spinnaker Trust
Maine
$5.62M +$271K +7,267 +5%
LPL Financial
7
LPL Financial
California
$4.84M +$3.08M +82,808 +162%
OWA
8
One Wealth Advisors
California
$4.62M +$1.91M +51,422 +67%
WP
9
WealthSource Partners
California
$3.24M +$1.37M +36,897 +70%
HGWM
10
Horst & Graben Wealth Management
Oregon
$2.48M +$1.02M +27,448 +67%
Prudential Financial
11
Prudential Financial
New Jersey
$2.33M +$1.03M +27,685 +80%
ACP
12
Ashfield Capital Partners
California
$2.02M +$381K +10,237 +22%
SHJ
13
Sharkey, Howes & Javer
Colorado
$1.57M +$844K +22,675 +109%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.48M +$688K +18,486 +82%
Citadel Advisors
15
Citadel Advisors
Florida
$1.39M +$241K +6,486 +20%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.3M +$449K +12,057 +50%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.26M
KAS
18
Kestra Advisory Services
Texas
$1.19M +$733K +19,674 +149%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.19M +$393K +10,544 +47%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.17M +$545K +14,643 +83%
WA
21
Wealth Alliance
New York
$1.17M +$400K +10,747 +50%
EH
22
Equitable Holdings
New York
$1.13M +$174K +4,684 +18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.08M +$267K +7,182 +32%
APW
24
Austin Private Wealth
Texas
$1.03M +$456K +12,235 +75%
SWM
25
SigFig Wealth Management
California
$976K +$525K +14,107 +109%