We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
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
$242M +$4.72M +94,960 +2%
BlackRock
2
BlackRock
New York
$127M +$3.11M +62,610 +2%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$55.5M -$15.8M -319,010 -21%
LPL Financial
4
LPL Financial
California
$54.1M +$5.54M +111,539 +11%
SWM
5
SigFig Wealth Management
California
$31.1M +$980K +19,723 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$29.1M +$770K +15,508 +3%
SEI Investments
7
SEI Investments
Pennsylvania
$29M +$5.27M +106,130 +21%
PAS
8
Park Avenue Securities
New York
$23.4M +$1.88M +37,755 +8%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$17.2M -$4.8M -96,641 -21%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1M +$1.35M +27,170 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$14.6M +$1.73M +34,821 +13%
MML Investors Services
12
MML Investors Services
Massachusetts
$13.7M +$478K +9,631 +3%
AF
13
Allworth Financial
California
$13.1M +$331K +6,659 +2%
ST
14
Spinnaker Trust
Maine
$12.7M -$3.01M -60,578 -18%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$11.7M +$274K +5,522 +3%
FCG
16
Financial Connections Group
California
$10.3M +$306K +6,165 +3%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$8.75M +$188K +3,789 +2%
IWA
18
Invera Wealth Advisors
Oregon
$8.05M -$316K -6,356 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.42M +$323K +6,508 +5%
AWS
20
Atria Wealth Solutions
New York
$6.09M -$491K -9,878 -7%
AssetMark Inc
21
AssetMark Inc
California
$5.79M +$246K +4,958 +4%
OWA
22
One Wealth Advisors
California
$5.61M -$745 -15 -0%
RWP
23
RWA Wealth Partners
Massachusetts
$5.43M -$601K -12,101 -9%
Morgan Stanley
24
Morgan Stanley
New York
$5.28M -$167K -3,362 -3%
Wells Fargo
25
Wells Fargo
California
$5.11M +$848K +17,077 +18%