iShares ESG Advanced MSCI USA ETF
USXF
206 hedge funds and large institutions have $780M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more capital invested
Capital invested by funds: $685M → $780M (+$95.5M)
5% more funds holding
Funds holding: 197 → 206 (+9)
6% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 77
4.76% less ownership
Funds ownership: 83.87% → 79.11% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$7.25M |
| 2 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
+$6.02M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$4.31M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.26M |
| 5 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.6M |
| 2 |
BlackRock
New York
|
-$13.4M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$3.54M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.67M |
| 5 |
Goldman Sachs
New York
|
-$1.72M |
USXF Hedge Fund Activity: Q1 2024 in Review
206 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2024, worth a combined $780M — up 14% from $685M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new USXF positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 77 trimmed.
The largest buyer was SEI Investments, opening a new position worth an estimated $7.25M. The largest seller was Osaic Holdings, cutting an estimated $14.6M.
- 206 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2024, up from 197 in Q4 2023.
- Funds reported $780M of iShares ESG Advanced MSCI USA ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 26 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2024 and 13 closed out, a net change of +13 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2024 was SEI Investments, an estimated $7.25M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2024 was Osaic Holdings, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2024.