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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
SA
101
Sanctuary Advisors
Indiana
$7.79M -$129K -870 -2%
RIS
102
Retirement Income Solutions
Michigan
$7.71M +$33.6K +227 +0.4%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$7.61M +$406K +2,742 +5%
AssetMark Inc
104
AssetMark Inc
California
$7.61M +$302K +2,043 +4%
ASN
105
Advisory Services Network
Georgia
$7.56M -$101K -680 -1%
CIAS
106
CFS Investment Advisory Services
New Jersey
$7.51M -$173K -1,170 -2%
DRP
107
Decker Retirement Planning
Utah
$7.18M +$840K +5,681 +13%
MFG
108
Merit Financial Group
Georgia
$7M +$694K +4,688 +10%
Truist Financial
109
Truist Financial
North Carolina
$6.84M -$19.9M -134,451 -74%
ALA
110
Atlas Legacy Advisors
California
$6.81M +$133K +901 +2%
BFP
111
Birchwood Financial Partners
Minnesota
$6.73M -$73.2K -495 -1%
PAG
112
Private Advisor Group
New Jersey
$6.21M +$490K +3,315 +8%
MFPI
113
Midwest Financial Partners Investments
Minnesota
$6.02M +$352K +2,379 +6%
YWM
114
Yukon Wealth Management
Kansas
$5.95M -$11.5K -78 -0.2%
SWG
115
Summit Wealth Group
Vermont
$5.69M -$177K -1,197 -3%
ST
116
Spinnaker Trust
Maine
$5.67M -$102K -692 -2%
HHGA
117
Halbert Hargrove Global Advisors
California
$5.66M +$2.07K +14 +0%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$5.65M +$1M +6,769 +20%
ACA
119
Aptus Capital Advisors
Alabama
$5.63M -$163K -1,102 -3%
MA
120
Mutual Advisors
Nebraska
$5.58M -$18.9K -128 -0.3%
PWM
121
Perigon Wealth Management
California
$5.52M -$54.4K -368 -0.9%
AFC
122
Avise Financial Cooperative
California
$5.46M +$562K +3,801 +11%
HGWM
123
Horst & Graben Wealth Management
Oregon
$5.17M -$75.3K -509 -2%
BRIA
124
Balanced Rock Investment Advisors
Massachusetts
$5.09M +$75.3K +509 +1%
BS
125
Banco Santander
Spain
$5.03M +$680K +4,598 +15%

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.