iShares ESG Advanced MSCI USA ETF
USXF
213 hedge funds and large institutions have $841M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 16 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 60
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
8% more capital invested
Capital invested by funds: $780M → $841M (+$60.7M)
3% more funds holding
Funds holding: 206 → 213 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.45% less ownership
Funds ownership: 79.11% → 77.66% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.76M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$4.32M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.75M |
| 5 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$4.25M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$3.5M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.49M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.02M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.02M |
USXF Hedge Fund Activity: Q2 2024 in Review
213 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q2 2024, worth a combined $841M — up 7.8% from $780M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USXF positions and 16 closed out — a net gain of 9 holders — while 107 added to existing stakes and 60 trimmed.
The largest buyer was SEI Investments, adding an estimated $10.2M. The largest seller was Retirement Capital Strategies, cutting an estimated $4.25M.
- 213 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q2 2024, up from 206 in Q1 2024.
- Funds reported $841M of iShares ESG Advanced MSCI USA ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
- 25 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q2 2024 and 16 closed out, a net change of +9 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q2 2024 was SEI Investments, an estimated $10.2M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $4.25M sold.
Based on aggregated 13F filings for Q2 2024.