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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
CWM
251
Contango Wealth Management
California
$1.68M +$360K +2,435 +26%
William Blair & Company
252
William Blair & Company
Illinois
$1.66M -$116K -783 -6%
ISFAN
253
Investor's Fiduciary Advisor Network
Washington
$1.65M -$15.1K -102 -0.9%
IAG
254
Ipsen Advisor Group
Arkansas
$1.63M -$32.5K -220 -2%
SMA
255
Sage Mountain Advisors
Georgia
$1.62M
G
256
GenTrust
Florida
$1.6M -$264K -1,782 -14%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$817K +5,520 +95%
COCM
258
Charter Oak Capital Management
New Hampshire
$1.57M
GWP
259
Gateway Wealth Partners
Wisconsin
$1.55M +$1.09M +7,387 +206%
SCA
260
Scott Capital Advisors
Oregon
$1.55M +$3.25K +22 +0.2%
SFS
261
Sowell Financial Services
Arkansas
$1.55M +$7.4K +50 +0.5%
BWL
262
Bogart Wealth LLC
Virginia
$1.52M -$465K -3,141 -23%
CWMK
263
Caliber Wealth Management (Kansas)
Kansas
$1.51M -$177K -1,197 -10%
GWMR
264
GC Wealth Management RIA
Massachusetts
$1.51M +$105K +712 +7%
KPWS
265
Kestra Private Wealth Services
Texas
$1.51M +$114K +769 +8%
RFP
266
RCS Financial Planning
Maryland
$1.5M -$18.8K -127 -1%
RFA
267
RTD Financial Advisors
Pennsylvania
$1.49M +$103K +693 +7%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$1.49M +$21.6K +146 +1%
HT
269
Headlands Technologies
Illinois
$1.49M +$44.5K +301 +3%
AQR Capital Management
270
AQR Capital Management
Connecticut
$1.48M -$89.7K -606 -5%
EWA
271
EverSource Wealth Advisors
Alabama
$1.47M +$353K +2,388 +30%
SAM
272
Smartleaf Asset Management
Massachusetts
$1.46M -$241K -1,630 -13%
GAM
273
Gould Asset Management
California
$1.46M -$17K -115 -1%
JFG
274
JMG Financial Group
Illinois
$1.46M -$14.6K -99 -1%
OFP
275
OLIO Financial Planning
Virginia
$1.45M +$29.3K +198 +2%

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.