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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
MOS
201
MGO One Seven
Ohio
$2.52M +$1.63K +11 +0.1%
FFWA
202
Forthright Family Wealth Advisory
Texas
$2.49M +$3.21M +21,696 New
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$2.49M -$213K -1,443 -8%
HSWS
204
Higgins & Schmidt Wealth Strategies
Colorado
$2.48M +$18.3K +124 +0.7%
AGWCA
205
Annis Gardner Whiting Capital Advisors
Florida
$2.48M
DT
206
Diversified Trust
Tennessee
$2.45M
FWM
207
Fingerlakes Wealth Management
New York
$2.44M -$10.8K -73 -0.4%
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$2.44M -$4.4M -29,740 -63%
WLIM
209
White Lighthouse Investment Management
Massachusetts
$2.43M +$7.4K +50 +0.3%
CIA
210
Concurrent Investment Advisors
Florida
$2.42M +$360K +2,430 +17%
MCM
211
MAI Capital Management
Ohio
$2.41M -$78.6K -531 -3%
CCM
212
Coldstream Capital Management
Washington
$2.38M
TWC
213
TD Waterhouse Canada
Ontario, Canada
$2.36M -$53.7K -363 -2%
OAP
214
One Advisory Partners
Kansas
$2.33M -$95.3K -644 -4%
SAMC
215
Spectrum Asset Management (California)
California
$2.31M +$175K +1,186 +8%
SCM
216
SOL Capital Management
Maryland
$2.3M +$2.79M +18,875 New
SCA
217
Snowden Capital Advisors
New York
$2.29M -$43.1K -291 -2%
PIA
218
Perennial Investment Advisors
California
$2.26M +$24.9K +168 +1%
RIA
219
Regal Investment Advisors
Michigan
$2.23M -$20.3K -137 -0.9%
SFA
220
Sequoia Financial Advisors
Ohio
$2.21M +$431K +2,911 +23%
MWM
221
Madrid Wealth Management
New Mexico
$2.18M -$23.7K -160 -1%
JWCA
222
J.W. Cole Advisors
Florida
$2.17M +$42.6K +288 +2%
AWM
223
Apollon Wealth Management
South Carolina
$2.16M -$108K -730 -5%
AWA
224
Arkadios Wealth Advisors
Georgia
$2.12M +$224K +1,511 +11%
MIM
225
Macroview Investment Management
Maryland
$2.11M +$1.04K +7 +0%

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.