We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$155M -$57.7M -1,033,767 -28%
BlackRock
2
BlackRock
New York
$137M -$4.44M -79,620 -3%
LPL Financial
3
LPL Financial
California
$50.6M -$8.86M -158,801 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$44.4M +$3.37M +60,398 +8%
SWM
5
SigFig Wealth Management
California
$38M -$326K -5,852 -0.9%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$30.1M -$13.7M -244,895 -32%
JP Morgan Chase
7
JP Morgan Chase
New York
$28.6M +$358K +6,410 +1%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7M +$751K +13,469 +4%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$20.3M -$514K -9,210 -3%
PAS
10
Park Avenue Securities
New York
$17.2M -$5.15M -92,285 -23%
AF
11
Allworth Financial
California
$16.7M +$509K +9,131 +3%
FCG
12
Financial Connections Group
California
$13.6M +$807K +14,471 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.5M -$1.17M -20,988 -9%
ST
14
Spinnaker Trust
Maine
$9.22M -$6.68M -119,799 -43%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.57M +$1.37M +24,504 +20%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.51M -$4.05M -72,608 -33%
Wells Fargo
17
Wells Fargo
California
$6.93M +$614K +11,015 +10%
RCG
18
Regatta Capital Group
California
$6.6M +$122K +2,196 +2%
Morgan Stanley
19
Morgan Stanley
New York
$6.4M +$30.9K +554 +0.5%
RWP
20
RWA Wealth Partners
Massachusetts
$6.2M -$42.8K -768 -0.7%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$6.18M -$520K -9,318 -8%
GS
22
GTS Securities
New York
$6.14M +$5.97M +107,055 New
IWA
23
Invera Wealth Advisors
Oregon
$6.09M -$320K -5,735 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$6M +$4.44M +79,592 +318%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.18M +$225K +4,027 +5%