iShares ESG Advanced MSCI USA ETF
USXF
144 hedge funds and large institutions have $507M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
62% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 39
13% more capital invested
Capital invested by funds: $451M → $507M (+$56.6M)
12% more funds holding
Funds holding: 129 → 144 (+15)
0.82% more ownership
Funds ownership: 83.62% → 84.44% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$10.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.57M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.96M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.83M |
| 5 |
Cerity Partners
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.26M |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$1.71M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.09M |
| 4 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$717K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$557K |
USXF Hedge Fund Activity: Q4 2022 in Review
144 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q4 2022, worth a combined $507M — up 13% from $451M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new USXF positions and 8 closed out — a net gain of 19 holders — while 63 added to existing stakes and 39 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $10.2M. The largest seller was BlackRock, cutting an estimated $3.26M.
- 144 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q4 2022, up from 129 in Q3 2022.
- Funds reported $507M of iShares ESG Advanced MSCI USA ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 27 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $10.2M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q4 2022 was BlackRock, an estimated $3.26M sold.
Based on aggregated 13F filings for Q4 2022.