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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Matrix Advisors Value Fund, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-81115,494$1,481,537
Q1 2026Matrix Advisors Value FundSell-755,961$569,991
Q4 2025Sequoia Financial AdvisorsBuy6,01816,305$1,550,475
Q4 2025Renaissance Technologies LLCSell-3002,900$275,761
Q3 2025Sequoia Financial AdvisorsBuy4,87610,287$956,486
Q3 2025Matrix Advisors Value FundSell-3426,036$561,227
Q2 2025Sequoia Financial AdvisorsSell-3585,411$482,770
Q2 2025Matrix Advisors Value FundSell-1456,378$569,045
Q1 2025Renaissance Technologies LLCSell-5,5003,200$261,408
Q1 2025Sequoia Financial AdvisorsBuy4605,769$471,270
Q1 2025Matrix Advisors Value FundSell-406,523$532,864
Q4 2024Matrix Advisors Value FundBuy2,3046,563$499,707
Q4 2024Sequoia Financial AdvisorsBuy125,309$404,228
Q3 2024Matrix Advisors Value FundBuy1,0834,259$358,480
Q2 2024Sequoia Financial AdvisorsSell-1,6115,297$417,298
Q2 2024Matrix Advisors Value FundSell-2653,176$250,000
Q1 2024Sequoia Financial AdvisorsBuy4166,908$552,019
Q1 2024Matrix Advisors Value FundSell-1023,441$274,970
Q4 2023Renaissance Technologies LLCBuy5,2008,700$657
Q4 2023Sequoia Financial AdvisorsBuy1636,492$490,406
Q4 2023Matrix Advisors Value FundSell-453,543$267,638
Q3 2023Sequoia Financial AdvisorsBuy156,329$437,524
Q2 2023Renaissance Technologies LLCSell-5,2003,500$255
Q2 2023Sequoia Financial AdvisorsBuy1536,314$460,481
Q2 2023Matrix Advisors Value FundBuy363,588$261,673
Q1 2023Sequoia Financial AdvisorsBuy1396,161$442,607
Q1 2023Matrix Advisors Value FundBuy1123,552$255,176
Q4 2022Renaissance Technologies LLCSell-25,8008,700$572
Q4 2022Sequoia Financial AdvisorsSell-4706,022$395,886
Q4 2022Matrix Advisors Value FundSell-1603,440$226,146

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.

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