iShares ESG Advanced MSCI USA ETF
USXF
166 hedge funds and large institutions have $604M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
33% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 52
10% more capital invested
Capital invested by funds: $549M → $604M (+$54.4M)
6% more funds holding
Funds holding: 157 → 166 (+9)
0.1% more ownership
Funds ownership: 82.86% → 82.96% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.16M |
| 2 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$2.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.06M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.75M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$12.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.04M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$893K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$791K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$783K |
USXF Hedge Fund Activity: Q2 2023 in Review
166 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q2 2023, worth a combined $604M — up 9.9% from $549M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new USXF positions and 11 closed out — a net gain of 9 holders — while 69 added to existing stakes and 52 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.16M. The largest seller was BlackRock, cutting an estimated $12.1M.
- 166 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q2 2023, up from 157 in Q1 2023.
- Funds reported $604M of iShares ESG Advanced MSCI USA ETF stock for Q2 2023, up 9.9% quarter-over-quarter.
- 20 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q2 2023 and 11 closed out, a net change of +9 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $3.16M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q2 2023 was BlackRock, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2023.