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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
KWM
76
Keebeck Wealth Management
Illinois
$10.4M -$221K -1,493 -2%
OIA
77
OneDigital Investment Advisors
Kansas
$9.99M -$74.7K -505 -0.7%
LWP
78
Laurel Wealth Planning
Minnesota
$9.94M -$302K -2,040 -3%
WA
79
Wealth Architects
California
$9.88M +$590K +3,990 +6%
CAM
80
Clarity Asset Management
Iowa
$9.64M -$2.29M -15,450 -18%
Two Sigma Investments
81
Two Sigma Investments
New York
$9.59M -$399K -2,700 -4%
NP
82
NorthRock Partners
Minnesota
$9.57M -$151K -1,020 -1%
EWM
83
Empirical Wealth Management
Washington
$9.51M +$711K +4,807 +8%
Fisher Asset Management
84
Fisher Asset Management
Washington
$9.19M +$82.8K +560 +0.9%
OCM
85
One Capital Management
California
$9.16M +$3.54M +23,917 +59%
PMA
86
Prudent Man Advisors
Illinois
$9.16M -$910K -6,149 -9%
SB
87
Strategic Blueprint
Georgia
$9.13M -$103K -699 -1%
UCFA
88
United Capital Financial Advisors
Texas
$9.11M -$287K -1,942 -3%
KFAA
89
Klaas Financial Asset Advisors
Illinois
$8.71M +$64.2K +434 +0.7%
WANY
90
Wealthspire Advisors (New York)
New York
$8.68M -$722K -4,882 -7%
FWCM
91
Ferguson Wellman Capital Management
Oregon
$8.63M +$112K +760 +1%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$8.56M -$10.2K -69 -0.1%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$8.47M -$470K -3,179 -5%
PA
94
Parallel Advisors
California
$8.29M +$788K +5,324 +10%
P
95
&Partners
Tennessee
$8.03M +$1.11M +7,488 +15%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$8.02M -$8.43K -57 -0.1%
FFA
97
Farther Finance Advisors
California
$8.01M +$518K +3,502 +7%
MWM
98
Modera Wealth Management
New Jersey
$7.99M -$99.7K -674 -1%
CWS
99
Cypress Wealth Services
California
$7.97M -$235K -1,587 -3%
UB
100
UMB Bank
Missouri
$7.83M +$2.43M +16,424 +42%

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.