iShares ESG Advanced MSCI USA ETF
USXF
231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
109% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 56
8% more funds holding
Funds holding: 213 → 231 (+18)
6% more capital invested
Capital invested by funds: $841M → $895M (+$54.6M)
1.22% less ownership
Funds ownership: 77.66% → 76.44% (-1.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$3.93M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.41M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.49M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$1.84M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$21.3M |
| 2 |
Cerity Partners
New York
|
-$1.4M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.36M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.33M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.1M |
USXF Hedge Fund Activity: Q3 2024 in Review
231 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q3 2024, worth a combined $895M — up 6.5% from $841M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new USXF positions and 10 closed out — a net gain of 20 holders — while 117 added to existing stakes and 56 trimmed.
The largest buyer was SEI Investments, adding an estimated $3.93M. The largest seller was RWA Wealth Partners, cutting an estimated $21.3M.
- 231 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q3 2024, up from 213 in Q2 2024.
- Funds reported $895M of iShares ESG Advanced MSCI USA ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
- 30 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q3 2024 and 10 closed out, a net change of +20 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q3 2024 was SEI Investments, an estimated $3.93M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q3 2024 was RWA Wealth Partners, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2024.