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iShares ESG Advanced MSCI USA ETF
USXF

Overview Fund Activity

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$38.6M
2
DRP
Decker Retirement Planning
Utah
$4.52M
3
HTC
Haverford Trust Company
Pennsylvania
$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$201M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$41.5M
3
BlackRock
BlackRock
New York
$133M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$545K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M -$77.9M -1,443,822 -28%
BlackRock
2
BlackRock
New York
$133M -$13.2M -244,464 -9%
LPL Financial
3
LPL Financial
California
$56.1M -$6.39M -118,570 -10%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.5M -$22.6M -418,400 -35%
SEI Investments
5
SEI Investments
Pennsylvania
$38.6M +$5.02M +93,098 +15%
SWM
6
SigFig Wealth Management
California
$36.1M +$228K +4,249 +0.6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$26.6M -$7.09M -131,534 -21%
PAS
8
Park Avenue Securities
New York
$21.2M -$5.87M -108,786 -22%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$19.6M -$294K -5,457 -1%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8M -$924K -17,128 -5%
AF
11
Allworth Financial
California
$15.3M -$50.9K -944 -0.3%
ST
12
Spinnaker Trust
Maine
$15.1M +$450K +8,349 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.9M -$3.92M -72,729 -23%
FCG
14
Financial Connections Group
California
$12M +$111K +2,060 +0.9%
MML Investors Services
15
MML Investors Services
Massachusetts
$11.9M -$3.89M -72,097 -25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.74M -$670K -12,425 -9%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$6.32M -$3.79M -70,285 -38%
Bank of America
18
Bank of America
North Carolina
$6.26M +$1.04M +19,278 +20%
RCG
19
Regatta Capital Group
California
$6.09M +$473K +8,769 +8%
Morgan Stanley
20
Morgan Stanley
New York
$5.99M -$108K -1,994 -2%
Wells Fargo
21
Wells Fargo
California
$5.92M +$16.1K +299 +0.3%
RWP
22
RWA Wealth Partners
Massachusetts
$5.88M -$405K -7,504 -6%
AssetMark Inc
23
AssetMark Inc
California
$5.5M -$1.19M -22,096 -18%
OWA
24
One Wealth Advisors
California
$5.17M -$1.32M -24,401 -20%
Goldman Sachs
25
Goldman Sachs
New York
$5.12M +$1.02M +18,980 +25%
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