iShares ESG Advanced MSCI USA ETF
USXF
249 hedge funds and large institutions have $1.01B invested in iShares ESG Advanced MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 56 reducing their positions, and 19 closing their positions.
556% more capital inflows, than outflows
Capital inflows: $127M | Capital outflows: $19.3M
130% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 56
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 231 → 249 (+18)
1.68% more ownership
Funds ownership: 76.44% → 78.11% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$23.5M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$7.55M |
| 4 |
JP Morgan Chase
New York
|
+$6.78M |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$3.52M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$2.3M |
| 3 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.58M |
| 4 |
BlackRock
New York
|
-$1.52M |
| 5 |
Allworth Financial
Folsom,
California
|
-$1.06M |
USXF Hedge Fund Activity: Q4 2024 in Review
249 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q4 2024, worth a combined $1.01B — up 13% from $895M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new USXF positions and 19 closed out — a net gain of 22 holders — while 129 added to existing stakes and 56 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.8M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $3.52M sold.
- 249 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q4 2024, up from 231 in Q3 2024.
- Funds reported $1.01B of iShares ESG Advanced MSCI USA ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 41 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q4 2024 and 19 closed out, a net change of +22 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $26.8M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $3.52M sold.
Based on aggregated 13F filings for Q4 2024.