We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

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.

New
Increased
Maintained
Reduced
Closed

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: $781M → $841M (+$60.4M)

3% more funds holding

Funds holding: 206213 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.49% less ownership

Funds ownership: 79.15%77.66% (-1.5%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$211M +$1.5M +33,642 +0.7%
BlackRock
2
BlackRock
New York
$125M +$561K +12,549 +0.5%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$62.9M -$102K -2,283 -0.2%
SWM
4
SigFig Wealth Management
California
$28.2M +$2.09M +46,773 +8%
RWP
5
RWA Wealth Partners
Massachusetts
$27.2M +$1.29M +28,901 +5%
LPL Financial
6
LPL Financial
California
$26.2M +$4.76M +106,550 +23%
JP Morgan Chase
7
JP Morgan Chase
New York
$22.2M +$1.49M +33,341 +8%
SEI Investments
8
SEI Investments
Pennsylvania
$18.6M +$10.2M +228,107 +134%
PAS
9
Park Avenue Securities
New York
$18.5M +$258K +5,766 +1%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$16.6M +$935K +20,934 +6%
AF
11
Allworth Financial
California
$13.7M +$185K +4,145 +1%
MML Investors Services
12
MML Investors Services
Massachusetts
$13M -$765K -17,122 -6%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7M +$4.32M +96,661 +73%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.6M -$135K -3,020 -1%
BRIA
15
Balanced Rock Investment Advisors
Massachusetts
$9.35M +$311K +6,951 +4%
FCG
16
Financial Connections Group
California
$9.05M +$446K +9,977 +5%
IWA
17
Invera Wealth Advisors
Oregon
$8.04M +$91.3K +2,044 +1%
ST
18
Spinnaker Trust
Maine
$7.64M +$10.6K +237 +0.1%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$6.96M +$640K +14,331 +11%
AWS
20
Atria Wealth Solutions
New York
$6.13M -$7.37K -165 -0.1%
Cerity Partners
21
Cerity Partners
New York
$5.91M +$1.2M +26,849 +27%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.76M +$143K +3,204 +3%
OWA
23
One Wealth Advisors
California
$5.1M -$152K -3,403 -3%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$4.84M -$20.6K -461 -0.4%
Morgan Stanley
25
Morgan Stanley
New York
$3.83M +$361K +8,091 +11%