iShares ESG Advanced MSCI USA ETF
USXF
129 hedge funds and large institutions have $451M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 9 closing their positions.
482% more capital inflows, than outflows
Capital inflows: $43.4M | Capital outflows: $7.45M
43% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 42
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2.52% more ownership
Funds ownership: 81.1% → 83.62% (+2.5%)
1% more funds holding
Funds holding: 128 → 129 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA Wealth Partners
Newton,
Massachusetts
|
+$17.4M |
| 2 |
BlackRock
New York
|
+$4.67M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.52M |
| 4 |
SigFig Wealth Management
San Francisco,
California
|
+$3.08M |
| 5 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$846K |
| 2 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$696K |
| 3 |
Goldman Sachs
New York
|
-$695K |
| 4 |
Flow Traders U.S.
New York
|
-$494K |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$490K |
USXF Hedge Fund Activity: Q3 2022 in Review
129 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2022, worth a combined $451M — up 0.94% from $446M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new USXF positions and 9 closed out — a net gain of 3 holders — while 60 added to existing stakes and 42 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $17.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $846K.
- 129 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2022, up from 128 in Q2 2022.
- Funds reported $451M of iShares ESG Advanced MSCI USA ETF stock for Q3 2022, up 0.94% quarter-over-quarter.
- 12 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2022 and 9 closed out, a net change of +3 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2022 was RWA Wealth Partners, an estimated $17.4M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2022 was Integrated Wealth Concepts, an estimated $846K sold.
Based on aggregated 13F filings for Q3 2022.