ISHARES INC ISHARES ESG AWAR (ESGE) Institutional Ownership Changes & 13F Activity
ISHARES INC ISHARES ESG AWAR (ESGE). 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, Wit, Llc, Jane Street Group, Llc, Bank Of America Corp, and Alliancebernstein L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -1,464 | -3.8% | 37,247 | $2.04M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +50,519 | — | 50,519 | $2.76M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +207 | +3.2% | 6,730 | $368.07K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -156,011 | -62.9% | 92,013 | $5.03M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -4,573 | -0.5% | 932,491 | $51.00M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -316 | -5.1% | 5,890 | $322.12K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +26,792 | +8.6% | 339,722 | $18.58M | Q2 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Buy | +6,187 | — | 6,187 | $338.36K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +241 | — | 241 | $13.18K | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +55,892 | — | 55,892 | $3.06M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -14,980 | -28.4% | 37,773 | $2.07M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -7,237 | -16.2% | 37,361 | $2.04M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -2,045 | -8.1% | 23,082 | $1.26M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -1,798 | -6.7% | 25,159 | $1.38M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +923 | +52.2% | 2,690 | $147.14K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +240 | +4.2% | 5,971 | $326.55K | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +22 | +0.1% | 14,861 | $812.80K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,299,752 | — | 1,299,752 | $71.76M | Q2 2026 | Aug 14, 2026 |
| Wit, Llc | Sell | -662,844 | -12.8% | 4,518,911 | $247.14M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +500,000 | — | 500,000 | $27.34M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -228,893 | -1.4% | 16,489,651 | $901.82M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +203,651 | +259.0% | 282,277 | $12.84M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -140,294 | -4.4% | 3,042,236 | $166.38M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +98,021 | +851.0% | 109,539 | $5.99M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -89,044 | -11.8% | 665,440 | $36.39M | Q2 2026 | Aug 14, 2026 |
| Acorns Advisers, Llc | Sell | -27,389 | -2.3% | 1,187,994 | $64.97M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +15,633 | +10.0% | 171,457 | $9.20M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +15,376 | — | 15,376 | $840.89K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -15,020 | -4.4% | 322,945 | $17.66M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -13,930 | -0.8% | 1,718,903 | $94.01M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ESGE activity
Which institutional owners are buying ESGE?
Institutional owners buying ESGE 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 ESGE activity?
"Buy" means an investor increased their reported position in ESGE compared to the prior reporting period. This reflects growing exposure to ISHARES INC ISHARES ESG AWAR (ESGE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ESGE increasing?
Institutional interest in ESGE 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.