ISHARES ESG AWARE MSCI USA S (ESML) Institutional Ownership Changes & 13F Activity
ISHARES ESG AWARE MSCI USA S (ESML). 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 Bank Of America Corp, Ameriprise Financial Inc, Mercer Global Advisors Inc, Wells Fargo & Company/Mn, and Blue Edge Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +13,316 | +303.0% | 17,711 | $990.60K | Q2 2026 | Sep 09, 2026 |
| Cornerstone Financial Management Llc | Buy | +79 | +1.0% | 7,733 | $432.53K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -44 | -0.1% | 73,506 | $4.11M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Buy | +3,576 | — | 3,576 | $200.01K | Q2 2026 | Aug 26, 2026 |
| Mercer Global Advisors Inc | Buy | +49,635 | +42.8% | 165,549 | $9.26M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +4,134 | — | 4,134 | $231.24K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,451 | +1.3% | 265,479 | $14.85M | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +27,866 | — | 27,866 | $1.56M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -3,457 | -17.8% | 15,928 | $890.88K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -796 | -12.8% | 5,422 | $303.23K | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -335 | -7.4% | 4,215 | $235.77K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -182 | -2.4% | 7,324 | $409.94K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -176 | -3.7% | 4,613 | $258.00K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +18 | — | 18 | $1.01K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +6,767,095 | +327.7% | 8,831,944 | $493.97M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +472,415 | — | 472,415 | $26.68M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -47,132 | -6.5% | 674,301 | $37.71M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +26,850 | +17.3% | 182,420 | $10.20M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +24,731 | +17.9% | 163,115 | $9.02M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +16,138 | +31.1% | 68,007 | $3.80M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -13,137 | -0.7% | 1,776,129 | $99.34M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -11,185 | -52.5% | 10,133 | $566.74K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +8,294 | — | 8,294 | $463.88K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -7,169 | -1.3% | 537,216 | $30.05M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Buy | +6,825 | +22.7% | 36,849 | $2.06M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -6,207 | -4.1% | 144,770 | $8.10M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +5,535 | +89.3% | 11,731 | $656.10K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -5,179 | -55.9% | 4,091 | $229.00K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +4,598 | — | 4,598 | $257.00K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +4,031 | — | 4,031 | $225.45K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ESML activity
Which institutional owners are buying ESML?
Institutional owners buying ESML 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 ESML activity?
"Buy" means an investor increased their reported position in ESML compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE MSCI USA S (ESML) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ESML increasing?
Institutional interest in ESML 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.