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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
KL
301
KilterHowling LLC
Colorado
$1.25M +$229K +1,548 +21%
ACM
302
Advisors Capital Management
New Jersey
$1.24M -$10.4K -70 -0.8%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$1.22M +$10.7K +72 +0.8%
CTC
304
Central Trust Company
Missouri
$1.21M +$50.9K +344 +4%
XFP
305
Xena Financial Planning
Oregon
$1.2M -$97.2K -657 -7%
SA
306
Sovran Advisors
California
$1.2M -$48.1K -325 -4%
SI
307
Stephens Inc
Arkansas
$1.19M -$46.5K -314 -4%
SAI
308
Savvy Advisors Inc
New York
$1.17M +$1.65M +11,147 +289%
CA
309
CoreCap Advisors
Michigan
$1.17M +$16.9K +114 +1%
MAMG
310
Milestone Asset Management Group
Connecticut
$1.15M -$77.1K -521 -6%
NA
311
Nottingham Advisors
New York
$1.15M -$1.77K -12 -0.1%
WAL
312
W Advisors LLC
Tennessee
$1.14M -$80.8K -546 -6%
WA
313
WBH Advisory
Maryland
$1.13M -$296 -2 -0%
AWP
314
Axis Wealth Partners
Rhode Island
$1.12M +$11.2K +76 +1%
JC
315
JB Capital
Connecticut
$1.11M -$88.6K -599 -7%
NB
316
NBT Bank
New York
$1.11M +$1.05M +7,091 +947%
AWM
317
Aprio Wealth Management
Georgia
$1.11M -$121K -817 -9%
KFSC
318
Keystone Financial Services (Colorado)
Colorado
$1.11M -$107K -726 -8%
MSA
319
Marino Stram & Associates
Massachusetts
$1.1M +$1.63K +11 +0.1%
OWCM
320
One Wealth Capital Management
Arizona
$1.09M +$23.8K +161 +2%
CWG
321
Crown Wealth Group
North Carolina
$1.07M -$64.9K -439 -5%
SAM
322
Strategy Asset Managers
California
$1.07M +$25.3K +171 +2%
ST
323
Sentinel Trust
Texas
$1.06M +$13.6K +92 +1%
AC
324
AlphaCore Capital
California
$1.05M -$6.36K -43 -0.6%
HFS
325
Hughes Financial Services
Virginia
$1.04M +$111K +748 +11%

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.