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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
BFG
226
Beacon Financial Group
Texas
$2.1M +$28.7K +194 +1%
TIAA Trust, National Association
227
TIAA Trust, National Association
North Carolina
$2.09M -$883M -5,971,217 -100%
MFA
228
Mayflower Financial Advisors
Massachusetts
$2.09M -$11.7K -79 -0.5%
SFC
229
SYM Financial Corp
Indiana
$2.08M -$41.7K -282 -2%
1SB
230
1ST Source Bank
Indiana
$2.05M -$57K -385 -3%
VCM
231
Vision Capital Management
Oregon
$2.04M -$35.2K -238 -2%
NL
232
NEPC LLC
Massachusetts
$1.97M
BWA
233
Boulder Wealth Advisors
Colorado
$1.93M -$3.19M -21,566 -61%
AIM
234
Acropolis Investment Management
Missouri
$1.92M -$5.92K -40 -0.3%
GA
235
GFS Advisors
Texas
$1.91M
RF
236
RHS Financial
California
$1.9M -$9.32K -63 -0.5%
AWE
237
Avidian Wealth Enterprises
Texas
$1.87M -$7.84K -53 -0.4%
BWP
238
BlueStem Wealth Partners
Minnesota
$1.86M +$19.4K +131 +1%
DC
239
Davenport & Co
Virginia
$1.84M -$39.5K -267 -2%
GWM
240
GSB Wealth Management
Connecticut
$1.82M -$71.8K -485 -4%
MFA
241
Morling Financial Advisors
California
$1.81M +$38.8K +262 +2%
CWM
242
Cranbrook Wealth Management
Michigan
$1.8M +$35.4K +239 +2%
AF
243
Allworth Financial
California
$1.8M -$15.5K -105 -0.8%
MCM
244
Mendel Capital Management
Arkansas
$1.79M +$1.87M +12,649 New
WL
245
WIT LLC
District of Columbia
$1.76M
CPIG
246
Chicago Partners Investment Group
Illinois
$1.75M +$9.47K +64 +0.6%
SPIA
247
Strategic Point Investment Advisors
Rhode Island
$1.74M -$57.7K -390 -3%
WIA
248
World Investment Advisors
California
$1.74M +$8.88K +60 +0.5%
SW
249
Simplicity Wealth
New Jersey
$1.73M -$130K -882 -7%
OCA
250
OpenArc Corporate Advisory
Georgia
$1.69M +$239K +1,614 +16%

ESGU Hedge Fund Activity: Q1 2026 in Review

806 of the 8,126 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.