iShares ESG Advanced MSCI USA ETF
USXF
272 hedge funds and large institutions have $857M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 128 increasing their positions, 83 reducing their positions, and 22 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 83
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.93% less ownership
Funds ownership: 75.42% → 74.49% (-0.93%)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 281 → 272 (-9)
5% less capital invested
Capital invested by funds: $906M → $857M (-$49.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$13.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.92M |
| 3 |
AIM
Archer Investment Management
Austin,
Texas
|
+$4.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.17M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$37.1M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$22.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.94M |
| 4 |
IWA
Invera Wealth Advisors
Bend,
Oregon
|
-$2.77M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.78M |
USXF Hedge Fund Activity: Q1 2026 in Review
272 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI USA ETF (USXF) for Q1 2026, worth a combined $857M — down 5.4% from $906M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of USXF and 20 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 128 added.
The largest buyer was Apella Capital, opening a new position worth an estimated $13.3M. The largest seller was SigFig Wealth Management, cutting an estimated $37.1M.
- 272 institutional investors held iShares ESG Advanced MSCI USA ETF (USXF) as of Q1 2026, down from 281 in Q4 2025.
- Funds reported $857M of iShares ESG Advanced MSCI USA ETF stock for Q1 2026, down 5.4% quarter-over-quarter.
- 20 funds opened new iShares ESG Advanced MSCI USA ETF positions in Q1 2026 and 22 closed out, a net change of -2 holders.
- The largest iShares ESG Advanced MSCI USA ETF buyer in Q1 2026 was Apella Capital, an estimated $13.3M added.
- The largest iShares ESG Advanced MSCI USA ETF seller in Q1 2026 was SigFig Wealth Management, an estimated $37.1M sold.
Based on aggregated 13F filings for Q1 2026.