iShares ESG Advanced MSCI USA ETF
USXF
245 hedge funds and large institutions have $961M 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, 69 reducing their positions, and 16 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 69
36% more capital inflows, than outflows
Capital inflows: $57.3M | Capital outflows: $42.2M
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: 4 → 4 (0)
0.92% less ownership
Funds ownership: 78.11% → 77.19% (-0.92%)
2% less funds holding
Funds holding: 249 → 245 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.54M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$5.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.8M |
| 5 |
BlackRock
New York
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$15.8M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$4.8M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
-$3.01M |
| 4 |
Flow Traders U.S.
New York
|
-$1.75M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.5M |
USXF Hedge Fund Activity: Q1 2025 in Review
245 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2025, worth a combined $961M — down 5% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new USXF positions and 16 closed out — a net gain of 2 holders — while 129 added to existing stakes and 69 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.54M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $15.8M.
- 245 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2025, down from 249 in Q4 2024.
- Funds reported $961M of iShares ESG Advanced MSCI USA ETF stock for Q1 2025, down 5% quarter-over-quarter.
- 18 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2025 was LPL Financial, an estimated $5.54M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2025.