iShares ESG Advanced MSCI USA ETF
USXF
169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 166 → 169 (+3)
0.25% more ownership
Funds ownership: 82.96% → 83.21% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $604M → $574M (-$30.1M)
24% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.87M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.44M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.88M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$1.77M |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$67.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.09M |
| 3 |
BlackRock
New York
|
-$3.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.03M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.6M |
USXF Hedge Fund Activity: Q3 2023 in Review
169 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2023, worth a combined $574M — down 5% from $604M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new USXF positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 72 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.87M. The largest seller was Envestnet Asset Management, cutting an estimated $67.8M.
- 169 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2023, up from 166 in Q2 2023.
- Funds reported $574M of iShares ESG Advanced MSCI USA ETF stock for Q3 2023, down 5% quarter-over-quarter.
- 14 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2023 was LPL Financial, an estimated $6.87M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $67.8M sold.
Based on aggregated 13F filings for Q3 2023.