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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
MWM
376
Meridian Wealth Management
Kentucky
$813K -$17.9K -121 -2%
VA
377
Vident Advisory
Georgia
$808K -$93.8K -634 -10%
AWA
378
Aaron Wealth Advisors
Illinois
$805K +$2.22K +15 +0.3%
FRA
379
Front Row Advisors
California
$800K -$19.7K -133 -2%
XPN
380
XY Planning Network
Montana
$799K -$108K -730 -12%
QPWM
381
Quadrant Private Wealth Management
Pennsylvania
$797K -$15.4K -104 -2%
First Trust Advisors
382
First Trust Advisors
Illinois
$796K -$94.7K -640 -10%
WA
383
Waverly Advisors
Alabama
$795K -$444 -3 -0.1%
TWA
384
Talisman Wealth Advisors
New Jersey
$792K -$14.5K -98 -2%
TWCA
385
Two West Capital Advisors
Kansas
$789K -$321K -2,167 -30%
PTC
386
Private Trust Company
Ohio
$787K -$58.3K -394 -7%
IA
387
IFP Advisors
Florida
$785K +$26.5K +179 +3%
FF
388
Farrell Financial
New York
$784K -$21.2K -143 -3%
NW
389
NewEdge Wealth
Pennsylvania
$779K +$503K +3,402 +162%
SPI
390
Sutton Place Investors
New York
$777K -$444 -3 -0.1%
BCM
391
Becker Capital Management
Oregon
$776K
SRB
392
Shotwell Rutter Baer
Michigan
$762K -$1.48K -10 -0.2%
DA
393
Detalus Advisors
Missouri
$750K
WAM
394
Weinberger Asset Management
California
$749K +$378K +2,555 +93%
GF
395
GTS Financial
Minnesota
$741K +$899K +6,074 New
Lido Advisors
396
Lido Advisors
California
$740K
CCFM
397
Clear Creek Financial Management
Washington
$736K -$453K -3,059 -37%
KWM
398
Kingsview Wealth Management
Oregon
$734K +$87.4K +591 +13%
MWM
399
MBE Wealth Management
Wisconsin
$734K +$106K +716 +16%
O3W
400
Omni 360 Wealth
New Jersey
$733K -$26.2K -177 -3%

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.