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

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2021Sequoia Financial AdvisorsBuy4,7929,420$1,016
Q3 2021Renaissance Technologies LLCSell-15,2008,500$837
Q2 2021Sequoia Financial AdvisorsBuy3284,628$456
Q1 2021Renaissance Technologies LLCBuy6,00023,700$2,154
Q1 2021Sequoia Financial AdvisorsBuy1,4624,300$391
Q4 2020Sequoia Financial AdvisorsBuy2,8382,838$244
Q3 2020Renaissance Technologies LLCBuy9,80017,700$1,349
Q2 2020Renaissance Technologies LLCBuy7,9007,900$553

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.

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