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iShares ESG Aware MSCI USA ETF
ESGU

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: 18 → 19 (+1)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 830 → 806 (-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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$69.2M
2
CA
Clearstead Advisors
Ohio
+$49.6M
3
BlackRock
BlackRock
New York
+$37.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.1M
5
Betterment LLC
Betterment LLC
New York
+$17.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$883M
2
Morgan Stanley
Morgan Stanley
New York
-$123M
3
Wells Fargo
Wells Fargo
California
-$114M
4
JP Morgan Chase
JP Morgan Chase
New York
-$41.7M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$44.3M +$553K +3,740 +1%
Citigroup
27
Citigroup
New York
$42.7M -$23.5M -158,864 -34%
UBS Group
28
UBS Group
Switzerland
$42.4M +$762K +5,151 +2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$39M +$58.4K +395 +0.1%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$39M +$6.23M +42,114 +18%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$38.2M +$21.3K +144 +0.1%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$37.3M -$2.05M -13,853 -5%
I
33
IMPACTfolio
Colorado
$37M -$4.11M -27,752 -10%
AllianceBernstein
34
AllianceBernstein
Tennessee
$36.3M +$10.3M +69,341 +40%
AA
35
Alesco Advisors
New York
$34.2M -$1.07M -7,255 -3%
BCM
36
Brookstone Capital Management
Illinois
$34.1M +$2.63M +17,761 +8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$33.9M +$7.08M +47,825 +25%
MWM
38
Mission Wealth Management
California
$31.4M -$439K -2,970 -1%
PAS
39
Park Avenue Securities
New York
$29.1M -$45.9K -310 -0.2%
Raymond James Financial
40
Raymond James Financial
Florida
$27.9M -$3.69M -24,922 -11%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$27.4M -$2.67M -18,026 -9%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$26.3M -$194K -1,314 -0.7%
BPA
43
Beacon Pointe Advisors
California
$25.1M +$8.86M +59,912 +51%
JIC
44
Joel Isaacson & Co
New York
$25M +$53.4K +361 +0.2%
KeyBank National Association
45
KeyBank National Association
Ohio
$23.3M -$9.03M -61,061 -27%
MML Investors Services
46
MML Investors Services
Massachusetts
$22.8M -$3.12M -21,105 -12%
RCG
47
Rock Creek Group
District of Columbia
$22.8M – – –
SHGA
48
Sand Hill Global Advisors
California
$22.2M +$340K +2,298 +1%
ACA
49
Affinity Capital Advisors
California
$21.1M -$169K -1,142 -0.8%
Corient Private Wealth
50
Corient Private Wealth
Florida
$20.4M -$18M -121,379 -46%
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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.