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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
BLC
751
Brown, Lisle/Cummings
Rhode Island
$29.6K
RP
752
Rice Partnership
Hawaii
$28.9K
AG
753
AmeriFlex Group
Nevada
$27.1K -$11.8K -80 -29%
TC
754
Trust Company
Kansas
$26.7K
PG
755
Proffitt & Goodson
Tennessee
$25.9K
EWA
756
Elevate Wealth Advisory
Georgia
$24.9K
SIS
757
Sound Income Strategies
Florida
$23K
CCMI
758
Creative Capital Management Investments
California
$21.8K
SL
759
Salomon & Ludwin
Virginia
$21.5K
NS
760
NBC Securities
Alabama
$19.9K -$59.3K -401 -74%
JFGIW
761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.8K -$22.5K -152 -52%
BWM
762
Bernard Wealth Management
Michigan
$19.8K
BWM
763
Benson Wealth Management
Tennessee
$18.9K
Q1WB
764
Quest 10 Wealth Builders
Virginia
$18.8K -$592 -4 -3%
RIL
765
Rothschild Investment LLC
Illinois
$18.7K
CB
766
Community Bank
New York
$17.7K
SRCM
767
Signature Resources Capital Management
California
$17.4K
MAFA
768
MJT & Associates Financial Advisory
Minnesota
$17.1K
MWA
769
Medallion Wealth Advisors
Connecticut
$15.8K
KSB
770
Kennebec Savings Bank
Maine
$14.4K +$15.1K +102 New
SS
771
Sunbelt Securities
Texas
$14.3K
GWM
772
Grand Wealth Management
Michigan
$14K
GSEP
773
Golden State Equity Partners
California
$12.7K +$13.3K +90 New
PFBT
774
Parkside Financial Bank & Trust
Missouri
$10.7K -$45.7K -309 -80%
SIM
775
Synergy Investment Management
Florida
$9.9K +$10.4K +70 New

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.