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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
FWP
326
Firethorn Wealth Partners
Georgia
$1.03M -$10.4K -70 -0.9%
MBFW
327
Morton Brown Family Wealth
Pennsylvania
$1.03M -$55.3K -374 -5%
KP
328
Keel Point
Alabama
$1.03M
RCS
329
Retirement Capital Strategies
California
$1.02M -$33.4K -226 -3%
KF
330
Kelsey Financial
California
$1.02M +$293K +1,983 +38%
CAM
331
Cresset Asset Management
Illinois
$1.01M +$148 +1 +0%
BIG
332
Brookwood Investment Group
Arizona
$1.01M -$182K -1,227 -15%
AI
333
Atria Investments
North Carolina
$1M +$75.5K +510 +8%
TWM
334
TSA Wealth Management
Texas
$997K
MFA
335
McClarren Financial Advisors
Pennsylvania
$993K +$494K +3,342 +91%
BIA
336
Bell Investment Advisors
California
$991K +$216K +1,461 +26%
PPW
337
Presilium Private Wealth
Pennsylvania
$989K +$27.1K +183 +3%
DADC
338
D.A. Davidson & Co
Montana
$989K +$16.6K +112 +2%
KFP
339
Keener Financial Planning
Texas
$985K +$19.7K +133 +2%
MHB
340
Midwest Heritage Bank
Iowa
$984K -$51.2K -346 -5%
ACA
341
American Capital Advisory
Idaho
$984K -$17K -115 -2%
EFL
342
ERn Financial LLC
Wisconsin
$966K -$22.3K -151 -2%
US Bancorp
343
US Bancorp
Minnesota
$964K +$315K +2,129 +45%
MA
344
MKT Advisors
California
$953K
CC
345
Chicago Capital
Illinois
$948K
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$933K +$126K +850 +15%
RSWM
347
Robertson Stephens Wealth Management
California
$933K -$177K -1,196 -15%
FPGK
348
Financial Partners Group (Kansas)
Kansas
$931K -$9.47K -64 -1%
TPCW
349
TD Private Client Wealth
New York
$928K +$270K +1,823 +38%
BAM
350
Belpointe Asset Management
Nevada
$919K +$373K +2,518 +63%

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.