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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
KAS
176
KPP Advisory Services
Kentucky
$3.02M +$3.16M +21,367 New
PI
177
PFG Investments
New York
$3M +$11.5K +78 +0.4%
PFA
178
Pure Financial Advisors
California
$2.98M +$861K +5,822 +38%
LWA
179
Lifelong Wealth Advisors
Minnesota
$2.98M -$2.52K -17 -0.1%
EWA
180
EP Wealth Advisors
California
$2.89M +$52.2K +353 +2%
AFG
181
Atomi Financial Group
New York
$2.88M +$531K +3,590 +21%
PWMG
182
Pioneer Wealth Management Group
Texas
$2.88M +$199K +1,345 +7%
HAG
183
HF Advisory Group
Maryland
$2.84M -$45.3K -306 -2%
MGIA
184
Moneta Group Investment Advisors
Missouri
$2.81M +$73.2K +495 +3%
XT
185
XTX Topco
Cayman Islands
$2.78M +$2.55M +17,265 +720%
IAS
186
Integrity Advisory Solutions
Texas
$2.77M -$39.4K -266 -1%
JSW
187
Journey Strategic Wealth
New Jersey
$2.74M -$60.8K -411 -2%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$2.72M
LWL
189
Leo Wealth LLC
Texas
$2.67M +$73.5K +497 +3%
IAA
190
Independent Advisor Alliance
North Carolina
$2.65M +$2.12M +14,307 +322%
BF
191
Brooklyn FI
New York
$2.64M -$23.5K -159 -0.8%
CFP
192
Cascade Financial Partners
California
$2.62M
FHC
193
First Horizon Corporation
Tennessee
$2.61M -$83.9K -567 -3%
PCA
194
Prosperity Capital Advisors
Ohio
$2.61M -$187K -1,267 -6%
RW
195
Ridgeline Wealth
Arizona
$2.6M -$1.1M -7,419 -29%
Franklin Resources
196
Franklin Resources
California
$2.58M +$65.4K +442 +2%
FFN
197
Focus Financial Network
Minnesota
$2.57M -$226K -1,529 -8%
IWA
198
Icon Wealth Advisors
Texas
$2.57M +$5.47K +37 +0.2%
AWM
199
AE Wealth Management
Kansas
$2.54M +$434K +2,935 +20%
CA
200
CGN Advisors
Kansas
$2.54M -$46.6K -315 -2%

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.