iShares ESG Advanced MSCI USA ETF
USXF
129 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.
232% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 22
29% more capital invested
Capital invested by funds: $464M → $598M (+$134M)
4.41% more ownership
Funds ownership: 79.68% → 84.09% (+4.4%)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
3% less funds holding
Funds holding: 133 → 129 (-4)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$120M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.3M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$3.21M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.11M |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCG
Capital CS Group
Irvine,
California
|
-$1.47M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
-$1.29M |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$912K |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$704K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$613K |
USXF Hedge Fund Activity: Q1 2022 in Review
129 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2022, worth a combined $598M — up 29% from $464M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of USXF and 19 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 73 added.
The largest buyer was BlackRock, adding an estimated $120M. The largest seller was Capital CS Group, exiting entirely with an estimated $1.47M sold.
- 129 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2022, down from 133 in Q4 2021.
- Funds reported $598M of iShares ESG Advanced MSCI USA ETF stock for Q1 2022, up 29% quarter-over-quarter.
- 19 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2022 was BlackRock, an estimated $120M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2022 was Capital CS Group, an estimated $1.47M sold.
Based on aggregated 13F filings for Q1 2022.