iShares ESG Advanced MSCI USA ETF
USXF
133 hedge funds and large institutions have $464M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 5 closing their positions.
780% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 5
713% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 8
41% more funds holding
Funds holding: 94 → 133 (+39)
34% more capital invested
Capital invested by funds: $346M → $464M (+$118M)
1.91% less ownership
Funds ownership: 81.59% → 79.68% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.6M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$6.01M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.06M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$3.05M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$688K |
| 3 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$553K |
| 4 |
NAG
Northstar Advisory Group
Northfield,
New Jersey
|
-$303K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$61.8K |
USXF Hedge Fund Activity: Q4 2021 in Review
133 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q4 2021, worth a combined $464M — up 34% from $346M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new USXF positions and 5 closed out — a net gain of 39 holders — while 65 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $36.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.39M sold.
- 133 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q4 2021, up from 94 in Q3 2021.
- Funds reported $464M of iShares ESG Advanced MSCI USA ETF stock for Q4 2021, up 34% quarter-over-quarter.
- 44 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q4 2021 and 5 closed out, a net change of +39 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $36.6M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2021.