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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
AL
401
Aspiriant LLC
California
$728K -$148 -1 -0%
LPAM
402
Lodestar Private Asset Management
California
$722K +$444 +3 +0.1%
NG
403
Navigation Group
California
$720K +$753K +5,090 New
CA
404
Chatterton & Associates
California
$714K +$160K +1,083 +29%
RCA
405
Resonant Capital Advisors
Wisconsin
$714K
GDP
406
Great Diamond Partners
Maine
$713K +$52.7K +356 +8%
TF
407
Theory Financial
Colorado
$705K -$42.6K -288 -5%
AF
408
Advisornet Financial
Minnesota
$702K +$157K +1,064 +27%
EPW
409
Evolve Private Wealth
California
$702K
WP
410
WealthShield Partners
North Carolina
$699K -$172K -1,162 -19%
VA
411
VestGen Advisors
Illinois
$695K +$57.1K +386 +10%
IWM
412
IHT Wealth Management
Illinois
$691K -$2.22K -15 -0.3%
SWM
413
Spire Wealth Management
Virginia
$689K -$51K -345 -7%
IF
414
Intrua Financial
Texas
$679K -$3.7K -25 -0.5%
MWA
415
Motive Wealth Advisors
Michigan
$677K
HFS
416
Howard Financial Services
Texas
$676K +$1.77K +12 +0.3%
AA
417
Armis Advisers
Georgia
$672K
CPG
418
Cornerstone Planning Group
New Jersey
$671K +$562K +3,797 +825%
BFP
419
Brewster Financial Planning
New York
$671K
EI
420
Ethic Inc
New York
$666K +$310K +2,098 +80%
TC
421
Trilogy Capital
California
$666K -$8.62M -58,269 -93%
CAAS
422
Capital Asset Advisory Services
Michigan
$665K -$69.2K -468 -10%
USCWA
423
U.S. Capital Wealth Advisors
Texas
$664K +$3.85K +26 +0.6%
FA
424
FC Advisory
Pennsylvania
$661K +$5.18K +35 +0.8%
RF
425
Rossby Financial
Florida
$659K +$132K +894 +24%

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.