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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-1,464-3.8%37,247$2.04MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+50,51950,519$2.76MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+207+3.2%6,730$368.07KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-156,011-62.9%92,013$5.03MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-4,573-0.5%932,491$51.00MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-316-5.1%5,890$322.12KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+26,792+8.6%339,722$18.58MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+6,1876,187$338.36KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+241241$13.18KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+55,89255,892$3.06MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-14,980-28.4%37,773$2.07MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-7,237-16.2%37,361$2.04MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-2,045-8.1%23,082$1.26MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-1,798-6.7%25,159$1.38MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+923+52.2%2,690$147.14KQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+240+4.2%5,971$326.55KQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+22+0.1%14,861$812.80KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,299,7521,299,752$71.76MQ2 2026Aug 14, 2026
Wit, LlcSell-662,844-12.8%4,518,911$247.14MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+500,000500,000$27.34MQ2 2026Aug 14, 2026
Bank Of America CorpSell-228,893-1.4%16,489,651$901.82MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+203,651+259.0%282,277$12.84MQ2 2026Aug 14, 2026
Betterment LlcSell-140,294-4.4%3,042,236$166.38MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+98,021+851.0%109,539$5.99MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-89,044-11.8%665,440$36.39MQ2 2026Aug 14, 2026
Acorns Advisers, LlcSell-27,389-2.3%1,187,994$64.97MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+15,633+10.0%171,457$9.20MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+15,37615,376$840.89KQ2 2026Aug 14, 2026
Sei Investments CoSell-15,020-4.4%322,945$17.66MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-13,930-0.8%1,718,903$94.01MQ2 2026Aug 14, 2026
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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.