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iShares ESG Aware MSCI USA ETF

806 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 277 increasing their positions, 313 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 830806 (-24)

3.22% less ownership

Funds ownership: 77.31%74.09% (-3.2%)

7% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$815M)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 313

Holders
806
Holders Change
-24
Holders Change %
-2.89%
% of All Funds
9.92%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.23%
New
47
Increased
277
Reduced
313
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.95B +$69.2M +467,558 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.37B -$41.7M -281,574 -3%
Northern Trust
3
Northern Trust
Illinois
$726M -$3.33M -22,489 -0.4%
TWIM
4
TIAA Wealth Investment Management
New York
$673M +$725M +4,900,171 New
Goldman Sachs
5
Goldman Sachs
New York
$572M +$4.62M +31,233 +0.8%
Betterment LLC
6
Betterment LLC
New York
$572M +$17.4M +117,320 +3%
AA
7
Acorns Advisers
California
$375M +$12.8M +86,575 +3%
Wealthfront Advisers
8
Wealthfront Advisers
California
$374M +$8.12M +54,889 +2%
BlackRock
9
BlackRock
New York
$333M +$37.5M +253,511 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$297M +$24.1M +162,934 +8%
Morgan Stanley
11
Morgan Stanley
New York
$252M -$123M -831,853 -32%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$185M +$194M +1,308,152 New
Wells Fargo
13
Wells Fargo
California
$183M -$114M -768,530 -37%
LPL Financial
14
LPL Financial
California
$167M +$3.15M +21,288 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$152M +$6.81M +46,006 +4%
FT
16
Fiduciary Trust
Massachusetts
$98.6M +$2.77M +18,717 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$73.8M -$1.11M -7,510 -1%
Empower Advisory Group
18
Empower Advisory Group
Colorado
$71.2M -$38.2M -258,260 -34%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$52.3M -$980K -6,623 -2%
AIA
20
Ally Invest Advisors
North Carolina
$49.2M +$1.9M +12,868 +4%
MMA
21
Miracle Mile Advisors
California
$48.7M +$4.66M +31,485 +10%
Ameriprise
22
Ameriprise
Minnesota
$48.4M -$2.91M -19,658 -5%
CA
23
Clearstead Advisors
Ohio
$47.8M +$49.6M +335,300 +12,916%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$46.8M -$390K -2,638 -0.8%
HighTower Advisors
25
HighTower Advisors
Illinois
$46M +$2.78M +18,761 +6%

ESGU Hedge Fund Activity: Q1 2026 in Review

806 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2026, worth a combined $10.9B — down 6.9% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ESGU and 47 opened new positions — a net loss of 4 holders — while 313 trimmed existing stakes and 277 added.

The largest buyer was Bank of America, adding an estimated $69.2M. The largest seller was TIAA Trust, National Association, cutting an estimated $883M.

  • 806 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2026, down from 830 in Q4 2025.
  • Funds reported $10.9B of iShares ESG Aware MSCI USA ETF stock for Q1 2026, down 6.9% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2026 and 51 closed out, a net change of -4 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2026 was Bank of America, an estimated $69.2M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $883M sold.

Based on aggregated 13F filings for Q1 2026.