We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

206 hedge funds and large institutions have $781M 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, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

14% more capital invested

Capital invested by funds: $686M → $781M (+$94.3M)

5% more funds holding

Funds holding: 197206 (+9)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

4.91% less ownership

Funds ownership: 84.06%79.15% (-4.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
82
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$203M +$1.59M +37,542 +0.8%
BlackRock
2
BlackRock
New York
$121M -$13.4M -314,555 -11%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$61M -$2.67M -62,917 -4%
SWM
4
SigFig Wealth Management
California
$25.2M +$2.14M +50,361 +10%
RWP
5
RWA Wealth Partners
Massachusetts
$25M -$249K -5,875 -1%
LPL Financial
6
LPL Financial
California
$20.6M +$2.55M +60,004 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$20M +$1.55M +36,499 +9%
PAS
8
Park Avenue Securities
New York
$17.7M -$102K -2,401 -0.6%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$15.1M -$213K -5,010 -1%
MML Investors Services
10
MML Investors Services
Massachusetts
$13.3M +$522K +12,282 +4%
AF
11
Allworth Financial
California
$13M +$384K +9,050 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$10.4M +$3.26M +76,879 +50%
BRIA
13
Balanced Rock Investment Advisors
Massachusetts
$8.75M +$6.02M +141,699 +272%
FCG
14
Financial Connections Group
California
$8.32M +$212K +5,000 +3%
SEI Investments
15
SEI Investments
Pennsylvania
$7.71M +$7.25M +170,743 New
ST
16
Spinnaker Trust
Maine
$7.4M -$216K -5,080 -3%
IWA
17
Invera Wealth Advisors
Oregon
$7.04M -$55.1K -1,297 -0.8%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$6.1M -$142K -3,335 -2%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01M -$3.54M -83,344 -39%
AWS
20
Atria Wealth Solutions
New York
$5.95M +$435K +10,255 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.44M +$1.83K +43 +0%
OWA
22
One Wealth Advisors
California
$5.27M +$263K +6,184 +6%
RCS
23
Retirement Capital Strategies
California
$5.06M +$4.31M +101,544 +974%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$4.71M -$67.8K -1,596 -2%
Cerity Partners
25
Cerity Partners
New York
$4.52M +$2.35M +55,252 +123%