ISHARES ESG AWARE MSCI USA (ESGU) Institutional Ownership Changes & 13F Activity
ISHARES ESG AWARE MSCI USA (ESGU). 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, Bank Of America Corp, Goldman Sachs Group Inc, Alliancebernstein L.P., and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +153 | — | 153 | $25.04K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +8,564 | +7.1% | 129,466 | $21.19M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +10 | +13.2% | 86 | $14.08K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +22,696 | — | 22,696 | $3.71M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -86,979 | -60.3% | 57,214 | $9.36M | Q2 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Buy | +1,946 | +72.7% | 4,624 | $756.81K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -125 | -1.4% | 8,531 | $1.40M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +44,662 | +16.5% | 314,851 | $51.53M | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Buy | +551 | +19.2% | 3,422 | $560.08K | Q2 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -450 | -16.9% | 2,211 | $361.87K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +237 | +4.6% | 5,428 | $888.35K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1 | +0.2% | 414 | $67.70K | Q2 2026 | Aug 19, 2026 |
| Goodwin Investment Advisory | Sell | -1 | -0.0% | 30,636 | $5.01M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +7,008 | +3.9% | 184,713 | $30.23M | Q2 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Buy | +4,435 | — | 4,435 | $725.88K | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +83,906 | — | 83,906 | $13.73M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +10,134 | — | 10,134 | $1.66M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -4,265 | -6.6% | 60,173 | $9.86M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +3,750 | +8.9% | 45,850 | $7.50M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,385 | -9.4% | 23,091 | $3.78M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +875 | +74.0% | 2,058 | $336.92K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -620 | -2.9% | 20,431 | $3.34M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -43 | -0.1% | 35,948 | $5.88M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +340,370 | — | 340,370 | $55.71M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -135,389 | -1.0% | 13,667,632 | $2.24B | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -132,141 | -3.3% | 3,914,328 | $640.66M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +98,583 | +40.5% | 342,065 | $48.37M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +53,008 | +37.0% | 196,199 | $32.12M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -36,300 | -53.5% | 31,500 | $5.16M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -30,647 | -92.8% | 2,376 | $388.88K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ESGU activity
Which institutional owners are buying ESGU?
Institutional owners buying ESGU 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 ESGU activity?
"Buy" means an investor increased their reported position in ESGU compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE MSCI USA (ESGU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ESGU increasing?
Institutional interest in ESGU 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.