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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
FLP
801
Financial Life Planners
Arizona
$1.01K +$1.04K +7 New
C
802
Covestor
United Kingdom
$1K – – –
TFGT
803
TS Financial Group (TSFG)
Illinois
$1K – – –
SGFG
804
Silver Grove Financial Group
New York
$720 +$740 +5 New
SS
805
SBI Securities
Japan
$707 – – –
AP
806
Atwood & Palmer
Missouri
$142 +$148 +1 New
MPW
807
MASECO Private Wealth
$141 – – –
CLGM
808
Capitolis Liquid Global Markets
New York
– -$9.46M -63,500 Closed
AWM
809
Axxcess Wealth Management
California
– -$8.65M -58,080 Closed
VFA
810
Valeo Financial Advisors
Indiana
– -$6.94M -46,600 Closed
Neuberger Berman Group
811
Neuberger Berman Group
New York
– -$5.41M -36,286 Closed
TFP
812
TrueWealth Financial Partners
Washington
– -$3.81M -25,546 Closed
Jane Street
813
Jane Street
New York
– -$3.08M -20,682 Closed
DAS
814
Diversify Advisory Services
Utah
– -$2.85M -18,900 Closed
Renaissance Technologies
815
Renaissance Technologies
New York
– -$2.62M -17,600 Closed
BBP
816
Banco BTG Pactual
Brazil
– -$1.94M -13,051 Closed
RIG
817
Ramiah Investment Group
Wisconsin
– -$1.84M -12,365 Closed
SG
818
StoneX Group
New York
– -$1.04M -7,012 Closed
IA
819
IFG Advisory
Georgia
– -$876K -5,879 Closed
SL
820
Sentinus LLC
Illinois
– -$746K -5,009 Closed
GC
821
Grimes & Company
Massachusetts
– -$524K -3,515 Closed
PC
822
Payne Capital
Oregon
– -$455K -3,052 Closed
Qube Research & Technologies (QRT)
823
Qube Research & Technologies (QRT)
United Kingdom
– -$415K -2,785 Closed
KIM
824
Kestra Investment Management
Texas
– -$329K -2,209 Closed
PA
825
Procyon Advisors
Connecticut
– -$320K -2,148 Closed
31 32
33
34 35

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.