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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
CFG
351
Cornerstone Financial Group
Nebraska
$912K +$68.1K +460 +9%
VNA
352
Valley National Advisers
Pennsylvania
$908K +$399K +2,696 +72%
CSPIA
353
Cary Street Partners Investment Advisory
Virginia
$906K -$235K -1,587 -20%
PFS
354
Prospera Financial Services
Texas
$894K +$20.9K +141 +2%
LOIP
355
Live Oak Investment Partners
Texas
$892K -$79.9K -540 -8%
BIA
356
Bigelow Investment Advisors
Maine
$888K -$54K -365 -5%
BSB
357
Bangor Savings Bank
Maine
$887K +$82.6K +558 +10%
UBS AM
358
UBS AM
Illinois
$886K +$679K +4,591 +274%
VAI
359
Vanguard Advisers Inc
Pennsylvania
$885K +$926K +6,261 New
M&T Bank
360
M&T Bank
New York
$880K -$78.7K -532 -8%
MGP
361
Metis Global Partners
California
$879K +$107K +721 +13%
MNA
362
Manning & Napier Advisors
New York
$876K -$118K -800 -11%
TIA
363
Traphagen Investment Advisors
New Jersey
$862K -$12.3K -83 -1%
WCFA
364
Walkner Condon Financial Advisors
Wisconsin
$861K +$444 +3 +0%
IFG
365
Independent Financial Group
California
$855K +$62.6K +423 +8%
FHA
366
Flagship Harbor Advisors
Massachusetts
$853K +$893K +6,035 New
AAM
367
Ameraudi Asset Management
New York
$852K
JRSI
368
Jeter Robert S II
$849K +$782K +5,289 New
AG
369
Ascent Group
Virginia
$847K -$5.77K -39 -0.6%
RP
370
Riverwater Partners
Wisconsin
$845K +$1.92K +13 +0.2%
WWM
371
Western Wealth Management
Colorado
$842K -$20.4K -138 -2%
XF
372
XML Financial
Maryland
$830K
SMWM
373
Silvia McColl Wealth Management
California
$828K -$3.11K -21 -0.4%
DWP
374
Destiny Wealth Partners
Florida
$821K -$17.3K -117 -2%
LIA
375
LifePlan Investment Advisors
North Carolina
$818K -$63.6K -430 -7%

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.