ISHARES TRUST ISHARES ESG AW (ESGD) Institutional Ownership Changes & 13F Activity

ISHARES TRUST ISHARES ESG AW (ESGD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Goldman Sachs Group Inc, Alliancebernstein L.P., Envestnet Asset Management Inc, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-261,304-17.6%1,221,505$125.58MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-50,495-39.8%76,512$7.87MQ2 2026Sep 23, 2026
Reynders Mcveigh Capital Management, LlcBuy+709+23.8%3,682$379.00Q2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+9,976+38.8%35,676$3.67MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+127+6.7%2,020$207.72KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+126,104—126,104$12.96MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-252,250-79.1%66,604$6.85MQ2 2026Aug 27, 2026
Financial Insights, Inc.Sell-198-5.3%3,555$365.49KQ2 2026Aug 25, 2026
Rehmann Capital Advisory GroupSell-142-2.6%5,403$555.58KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+51,272+3.6%1,484,182$152.59MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+172+5.7%3,186$327.53KQ2 2026Aug 19, 2026
Financial Avengers, Inc.Buy+52+104.0%102$10.44KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.1%685$70.39KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,677+1.8%375,356$38.59MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+6,071—6,071$624.17KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+254—254$26.11KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+44,064—44,064$4.53MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-5,194-29.2%12,622$1.30MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-4,644-29.4%11,166$1.15MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-1,111-2.5%43,951$4.52MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+392+2.3%17,169$1.77MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-300-5.5%5,170$531.53KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+97+23.1%517$53.15KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+973,616—973,616$100.07MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-598,127-33.0%1,216,570$125.08MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+345,655+194.7%523,178$50.03MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+140,551+436.8%172,727$17.76MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+90,735+42.4%304,935$31.35MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+73,016—73,016$7.51MQ2 2026Aug 14, 2026
Acorns Advisers, LlcBuy+63,851+4.0%1,642,193$168.83MQ2 2026Aug 14, 2026
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Frequently asked questions about ESGD activity

  • Which institutional owners are buying ESGD?

    Institutional owners buying ESGD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ESGD activity?

    "Buy" means an investor increased their reported position in ESGD compared to the prior reporting period. This reflects growing exposure to ISHARES TRUST ISHARES ESG AW (ESGD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ESGD increasing?

    Institutional interest in ESGD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.