iShares ESG Advanced MSCI USA ETF
USXF
128 hedge funds and large institutions have $446M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 129 → 128 (-1)
2.99% less ownership
Funds ownership: 84.09% → 81.1% (-3%)
25% less capital invested
Capital invested by funds: $598M → $446M (-$151M)
27% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.96M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$1.37M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.2M |
| 4 |
VWA
VERITY Wealth Advisors
Sausalito,
United States
|
+$812K |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$789K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$52M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.07M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.04M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$2.98M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$2.24M |
USXF Hedge Fund Activity: Q2 2022 in Review
128 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q2 2022, worth a combined $446M — down 25% from $598M a quarter earlier.
Fund positioning in USXF was balanced in Q2 2022: 14 funds opened new positions, 14 closed out, 41 added to existing stakes and 56 trimmed.
The largest buyer was BlackRock, adding an estimated $7.96M. The largest seller was Envestnet Asset Management, cutting an estimated $52M.
- 128 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q2 2022, down from 129 in Q1 2022.
- Funds reported $446M of iShares ESG Advanced MSCI USA ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 14 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q2 2022 and 14 closed out, a net change of 0 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q2 2022 was BlackRock, an estimated $7.96M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $52M sold.
Based on aggregated 13F filings for Q2 2022.