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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
UCB
776
United Community Bank
South Carolina
$9.33K – – –
IWP
777
IAG Wealth Partners
Wisconsin
$9.19K – – –
WAG
778
Wiser Advisor Group
Arizona
$9.05K – – –
FWP
779
FAS Wealth Partners
Kansas
$8.77K – – –
CSC
780
Caldwell Sutter Capital
California
$8.2K – – –
SWA
781
Strategic Wealth Advisors
Arizona
$8K – – –
HDIM
782
Hanson & Doremus Investment Management
Vermont
$7K – – –
AUB
783
Atlantic Union Bankshares
Virginia
$6.79K – – –
PWPS
784
Pinnacle Wealth Planning Services
Ohio
$6.36K – – –
CFO
785
Capitol Family Office
Oregon
$6.11K – – –
HFS
786
Hantz Financial Services
Michigan
$6K – – –
ATS
787
Ashton Thomas Securities
New York
$4.95K +$5.18K +35 New
RWS
788
Retirement Wealth Solutions
Wisconsin
$4.36K – – –
GI
789
GAMMA Investing
California
$4.1K -$14.8K -100 -78%
DJSG
790
D.J. St. Germain
Massachusetts
$4.1K – – –
KCM
791
Key Capital Management
Tennessee
$3.39K -$42.8K -289 -92%
GCM
792
Gunpowder Capital Management
Maryland
$3.25K – – –
CMP
793
Coston McIsaac & Partners
Maine
$3K – – –
GIA
794
GHP Investment Advisors
Colorado
$2.83K – – –
DCM
795
Davis Capital Management
Florida
$2.55K -$888 -6 -25%
GWS
796
Glassman Wealth Services
Virginia
$2.42K – – –
RF
797
Robbins Farley
New Hampshire
$2.26K – – –
RCM
798
Raleigh Capital Management
North Carolina
$1.99K +$2.07K +14 New
WSFS
799
Wilmington Savings Fund Society
Delaware
$1.56K – – –
HC
800
Hurley Capital
New York
$1.49K – – –
30 31
32
33 34

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.