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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
WIM
151
WealthPlan Investment Management
Nebraska
$3.65M +$3.11K +21 +0.1%
MP
152
Moment Partners
California
$3.52M -$13.5K -91 -0.4%
JPG
153
Jordan Park Group
California
$3.5M +$93.9K +635 +3%
FG
154
Foster Group
Iowa
$3.49M -$87.1K -589 -2%
EWP
155
Elevation Wealth Partners
California
$3.48M +$10.8K +73 +0.3%
Stifel Financial
156
Stifel Financial
Missouri
$3.41M -$147K -991 -4%
PCIG
157
Partners Capital Investment Group
Massachusetts
$3.4M +$9.32K +63 +0.3%
FCA
158
FLC Capital Advisors
California
$3.39M -$15.4K -104 -0.4%
SC
159
Savant Capital
Illinois
$3.35M -$182K -1,232 -5%
HWM
160
HB Wealth Management
Georgia
$3.33M -$14.3K -97 -0.4%
WWM
161
WT Wealth Management
Arizona
$3.33M -$421K -2,845 -11%
OWM
162
Opes Wealth Management
California
$3.3M +$10.4K +70 +0.3%
DWM
163
Diversify Wealth Management
Utah
$3.29M +$2.32M +15,693 +284%
SW
164
SoFi Wealth
California
$3.27M +$673K +4,547 +24%
MPW
165
MA Private Wealth
California
$3.27M -$14.3K -97 -0.4%
WS
166
Wedbush Securities
California
$3.26M -$19.7K -133 -0.6%
IC
167
IEQ Capital
California
$3.22M -$55.8K -377 -2%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$3.19M -$4.84M -32,716 -59%
GCG
169
Gilbert Capital Group
Maine
$3.18M -$241K -1,631 -7%
IWM
170
Integris Wealth Management
California
$3.17M -$154K -1,044 -4%
DWA
171
Davis Wealth Advisors
New Hampshire
$3.17M +$46.9K +317 +1%
SWM
172
SigFig Wealth Management
California
$3.15M +$18.6K +126 +0.6%
GC
173
Garde Capital
Washington
$3.12M +$9.91K +67 +0.3%
RFC
174
Regions Financial Corp
Alabama
$3.1M -$167K -1,129 -5%
BTI
175
Blue Trust Inc
Georgia
$3.06M -$178K -1,202 -5%

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.