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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+13,316+303.0%17,711$990.60KQ2 2026Sep 09, 2026
Cornerstone Financial Management LlcBuy+79+1.0%7,733$432.53KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-44-0.1%73,506$4.11MQ2 2026Aug 27, 2026
Brown Financial AdvisorsBuy+3,5763,576$200.01KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+49,635+42.8%165,549$9.26MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+4,1344,134$231.24KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,451+1.3%265,479$14.85MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+27,86627,866$1.56MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-3,457-17.8%15,928$890.88KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-796-12.8%5,422$303.23KQ2 2026Aug 17, 2026
Sanchez Levi GarrettSell-335-7.4%4,215$235.77KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-182-2.4%7,324$409.94KQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-176-3.7%4,613$258.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1818$1.01KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+6,767,095+327.7%8,831,944$493.97MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+472,415472,415$26.68MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-47,132-6.5%674,301$37.71MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+26,850+17.3%182,420$10.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+24,731+17.9%163,115$9.02MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,138+31.1%68,007$3.80MQ2 2026Aug 14, 2026
Betterment LlcSell-13,137-0.7%1,776,129$99.34MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-11,185-52.5%10,133$566.74KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,2948,294$463.88KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-7,169-1.3%537,216$30.05MQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+6,825+22.7%36,849$2.06MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-6,207-4.1%144,770$8.10MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+5,535+89.3%11,731$656.10KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-5,179-55.9%4,091$229.00KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+4,5984,598$257.00KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+4,0314,031$225.45KQ2 2026Aug 14, 2026
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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.