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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
PWA
126
Physician Wealth Advisors
Utah
$5.03M +$286K +1,931 +6%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$4.98M +$335K +2,266 +7%
MWM
128
Mascoma Wealth Management
New Hampshire
$4.96M +$380K +2,566 +8%
BCI
129
Brinker Capital Investments
Pennsylvania
$4.88M -$353K -2,385 -6%
MW
130
Maia Wealth
Colorado
$4.74M -$252K -1,706 -5%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$4.67M +$4.89M +33,023 New
PA
132
Planning Alternatives
Michigan
$4.6M -$475K -3,210 -9%
AIM
133
Archer Investment Management
Texas
$4.6M +$3.85M +26,011 +401%
SWP
134
Stratos Wealth Partners
Ohio
$4.47M -$17.3K -117 -0.4%
NPT
135
National Philanthropic Trust
Pennsylvania
$4.41M -$124K -839 -3%
SWP
136
Sagespring Wealth Partners
Tennessee
$4.33M +$49.9K +337 +1%
GIA
137
Goodwin Investment Advisory
Georgia
$4.33M -$20K -135 -0.4%
KWS
138
Keystone Wealth Services
California
$4.32M -$32.1K -217 -0.7%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$4.25M -$774K -5,234 -15%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$4.2M +$238K +1,612 +6%
SPIA
141
Steward Partners Investment Advisory
New York
$4.1M +$53K +358 +1%
GM
142
GeoWealth Management
Illinois
$4.07M +$83K +561 +2%
Brown Advisory
143
Brown Advisory
Maryland
$4.03M +$1.28M +8,675 +44%
RA
144
RFG Advisory
Alabama
$3.97M -$2.66K -18 -0.1%
HF
145
HRT Financial
New York
$3.88M +$697K +4,709 +21%
CW
146
CreativeOne Wealth
Kansas
$3.88M +$223K +1,510 +6%
WC
147
Weil Company
California
$3.86M +$657K +4,440 +19%
EH
148
Equitable Holdings
New York
$3.79M -$7.4K -50 -0.2%
TBF
149
True Blue Financial
Michigan
$3.76M +$154K +1,042 +4%
BW
150
Balance Wealth
Ohio
$3.69M -$55.3K -374 -1%

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.